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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.37KNew |
$52.2K - $61.4K
|
1.37K
$63.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-3.68K- 0.45% |
$140K - $165K
|
816K
$37.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-357K- 66.35% |
$13.7M - $16.1M
|
181K
$8.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.87KNew |
$186K - $219K
|
4.87K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.91K- 32.94% |
$188K - $221K
|
10K
$464K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
165+ 82.5% |
$6.31K - $7.42K
|
365
$17K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
16New |
$612 - $719
|
16
$743
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.67KNew |
$178K - $210K
|
4.67K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-200- 2.63% |
$7.64K - $8.99K
|
7.4K
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
584+ 7.02% |
$22.3K - $26.2K
|
8.91K
$414K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.3KNew |
$49.7K - $58.5K
|
1.3K
$60.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-386- 3.24% |
$14.8K - $17.3K
|
11.5K
$536K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
712+ 1.79% |
$27.2K - $32K
|
40.4K
$1.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.28K- 6.79% |
$202K - $237K
|
72.4K
$3.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.24KNew |
$200K - $236K
|
5.24K
$243K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.47KNew |
$286K - $336K
|
7.47K
$347K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
850+ 21.11% |
$32.5K - $38.2K
|
4.88K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-14.9K- 9.89% |
$568K - $668K
|
136K
$6.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.05KNew |
$193K - $227K
|
5.05K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-851- 2.13% |
$32.5K - $38.2K
|
39K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.05K- 16.36% |
$40K - $47.1K
|
5.35K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 11.54% |
$688 - $809
|
174
$8.08K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
35+ 0.64% |
$1.34K - $1.57K
|
5.53K
$257K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-76- 1.36% |
$2.9K - $3.42K
|
5.5K
$256K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.73K+ 1.94% |
$66K - $77.7K
|
90.6K
$4.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.8K- 8.7% |
$1.18M - $1.38M
|
323K
$15M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
9.2KNew |
$352K - $413K
|
9.2K
$427K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
348New |
$13.3K - $15.6K
|
348
$16.2K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.99K+ 4618.6% |
$75.9K - $89.3K
|
2.03K
$94.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-4.47K- 98.31% |
$171K - $201K
|
77
$3.58K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15+ 1.25% |
$573 - $674
|
1.22K
$56.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-334- 3.78% |
$12.8K - $15K
|
8.51K
$395K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-30- 0.5% |
$1.15K - $1.35K
|
5.96K
$277K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
6.55K+ 14.54% |
$250K - $294K
|
51.6K
$2.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.83K+ 1.31% |
$108K - $127K
|
219K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.54K+ 1.16% |
$250K - $294K
|
573K
$26.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
61+ 1.18% |
$2.33K - $2.74K
|
5.24K
$243K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-21- 23.08% |
$803 - $944
|
70
$3.25K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
150+ 2.89% |
$5.73K - $6.74K
|
5.33K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.03KNew |
$230K - $271K
|
6.03K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5.51K- 18.74% |
$210K - $247K
|
23.9K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-332- 1.92% |
$12.7K - $14.9K
|
16.9K
$787K
|
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
BUY
|
- |
5.09KNew |
$194K - $229K
|
5.09K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
6.55KNew |
$250K - $294K
|
6.55K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 34.72% |
$3.82K - $4.49K
|
188
$8.73K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
432+ 0.15% |
$16.5K - $19.4K
|
279K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.5K- 0.56% |
$785K - $923K
|
3.61M
$168M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-105K- 13.47% |
$4.01M - $4.71M
|
673K
$31.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.61K- 73.0% |
$61.4K - $72.2K
|
594
$27.6K
|