Latest Institutional Transactions on Truist Financial Corp (TFC)
This table provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
77+ 0.95% |
$3.04K - $3.71K
|
8.22K
$375K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
309+ 1.9% |
$12.2K - $14.9K
|
16.6K
$758K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-175- 0.34% |
$6.91K - $8.43K
|
51.1K
$2.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-92- 0.48% |
$3.63K - $4.43K
|
18.9K
$863K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.87K+ 13.0% |
$113K - $138K
|
25K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-436- 2.6% |
$17.2K - $21K
|
16.3K
$745K
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-3.59K- 21.04% |
$142K - $173K
|
13.5K
$616K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$276 - $337
|
7
$320
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-458- 2.53% |
$18.1K - $22.1K
|
17.7K
$807K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
6.95K+ 0.56% |
$274K - $335K
|
1.25M
$57.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
42+ 9.66% |
$1.66K - $2.02K
|
477
$21.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-142- 41.52% |
$5.61K - $6.84K
|
200
$9.13K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-438- 16.68% |
$17.3K - $21.1K
|
2.19K
$99.9K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
37.4K+ 20.46% |
$1.48M - $1.8M
|
220K
$10.1M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
948+ 8.58% |
$37.4K - $45.6K
|
12K
$548K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
92+ 0.71% |
$3.63K - $4.43K
|
13.1K
$596K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-19- 0.07% |
$750 - $915
|
26.7K
$1.22M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.64K- 7.9% |
$234K - $271K
|
65.7K
$3M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.7M+ 40.82% |
$70.5M - $81.7M
|
5.86M
$268M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.26K- 4.05% |
$93.6K - $109K
|
53.4K
$2.44M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.5K- 6.54% |
$894K - $1.04M
|
308K
$14.1M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-31.9K- 84.39% |
$1.32M - $1.53M
|
5.9K
$269K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-95K- 3.72% |
$3.95M - $4.57M
|
2.46M
$112M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.81K+ 0.23% |
$75K - $86.9K
|
796K
$36.3M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-26- 0.45% |
$1.08K - $1.25K
|
5.78K
$264K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
500New |
$20.8K - $24.1K
|
500
$22.8K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-610- 11.64% |
$25.3K - $29.3K
|
4.63K
$211K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.91KNew |
$204K - $236K
|
4.91K
$224K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
125New |
$5.19K - $6.01K
|
125
$5.71K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
328New |
$13.6K - $15.8K
|
328
$15K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.16K- 4.58% |
$48.2K - $55.9K
|
24.2K
$1.11M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.96KNew |
$206K - $239K
|
4.96K
$227K
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
8KNew |
$332K - $385K
|
8K
$365K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-18.2K- 99.35% |
$755K - $875K
|
119
$5.43K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
8.04KNew |
$334K - $387K
|
8.04K
$367K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
7.5KNew |
$311K - $361K
|
7.5K
$343K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136New |
$5.65K - $6.54K
|
136
$6.21K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 15.21% |
$67.5K - $78.2K
|
9.07K
$414K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-34.6K- 69.97% |
$1.44M - $1.66M
|
14.8K
$678K
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-6.5K- 55.6% |
$270K - $313K
|
5.19K
$237K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.05K+ 31.01% |
$127K - $147K
|
12.9K
$588K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-849- 3.58% |
$35.2K - $40.8K
|
22.9K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-804- 4.24% |
$33.4K - $38.7K
|
18.1K
$829K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
69.5K+ 204.7% |
$2.88M - $3.34M
|
103K
$4.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.31KNew |
$54.4K - $63K
|
1.31K
$59.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-181K- 5.98% |
$7.5M - $8.69M
|
2.84M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
15.3KNew |
$635K - $736K
|
15.3K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
62+ 0.37% |
$2.57K - $2.98K
|
17K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
17.5K+ 116.67% |
$726K - $842K
|
32.5K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
25K+ 100.0% |
$1.04M - $1.2M
|
50K
$2.28M
|
|