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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.96KNew |
$77.4K - $94.4K
|
1.96K
$89K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
178K+ 32.47% |
$7.04M - $8.58M
|
727K
$33M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.83KNew |
$309K - $377K
|
7.83K
$355K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-119K- 77.24% |
$4.72M - $5.75M
|
35.2K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-49.3K- 55.87% |
$1.95M - $2.38M
|
39K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$395K - $482K
|
10K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-28- 11.02% |
$1.11K - $1.35K
|
226
$10.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-685- 11.85% |
$27K - $33K
|
5.1K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
42.4K+ 75.98% |
$1.67M - $2.04M
|
98.2K
$4.45M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.5K- 22.73% |
$59.2K - $72.2K
|
5.1K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22+ 62.86% |
$869 - $1.06K
|
57
$2.59K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
560+ 2.89% |
$22.1K - $27K
|
19.9K
$905K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
18New |
$711 - $867
|
18
$817
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-184- 74.8% |
$7.26K - $8.86K
|
62
$2.81K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.41K- 97.64% |
$55.6K - $67.8K
|
34
$1.54K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
216New |
$8.53K - $10.4K
|
216
$9.8K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
11.7KNew |
$460K - $561K
|
11.7K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
432+ 6.31% |
$17.1K - $20.8K
|
7.28K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-389- 5.18% |
$15.4K - $18.7K
|
7.12K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-518- 31.0% |
$20.5K - $24.9K
|
1.15K
$52.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-162- 3.05% |
$6.4K - $7.8K
|
5.15K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.82% |
$71.1K - $86.7K
|
62.1K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-6.7K- 4.01% |
$265K - $323K
|
160K
$7.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-400- 6.81% |
$15.8K - $19.3K
|
5.48K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.2K+ 3.37% |
$47.2K - $57.6K
|
36.7K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
18.5KNew |
$731K - $891K
|
18.5K
$840K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4.3KNew |
$170K - $207K
|
4.3K
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.64K+ 11.07% |
$64.9K - $79.2K
|
16.5K
$749K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
915+ 3.56% |
$36.1K - $44.1K
|
26.6K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.72KNew |
$68K - $82.9K
|
1.72K
$78.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-54- 51.92% |
$2.13K - $2.6K
|
50
$2.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-471- 1.13% |
$18.6K - $22.7K
|
41.1K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
218+ 2.98% |
$8.61K - $10.5K
|
7.53K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-950- 38.78% |
$37.5K - $45.7K
|
1.5K
$68.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-147- 0.06% |
$5.8K - $7.08K
|
262K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
185New |
$7.3K - $8.91K
|
185
$8.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-306- 2.17% |
$12.1K - $14.7K
|
13.8K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
58New |
$2.29K - $2.79K
|
58
$2.63K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.5K- 66.22% |
$495K - $603K
|
6.39K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-185- 2.04% |
$7.3K - $8.91K
|
8.89K
$404K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
47.7K+ 55.07% |
$1.88M - $2.3M
|
134K
$6.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-6.01K- 24.03% |
$237K - $289K
|
19K
$862K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
130+ 24.16% |
$5.13K - $6.26K
|
668
$30.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.03K- 55.32% |
$80.2K - $97.8K
|
1.64K
$74.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-41- 0.66% |
$1.62K - $1.97K
|
6.16K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
85New |
$3.36K - $4.09K
|
85
$3.86K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.35KNew |
$251K - $306K
|
6.35K
$288K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
495+ 2.81% |
$19.5K - $23.8K
|
18.1K
$822K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-563- 8.75% |
$22.2K - $27.1K
|
5.87K
$266K
|