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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
18.8K+ 85.59% |
$780K - $904K
|
40.8K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.57K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-13- 12.87% |
$540 - $625
|
88
$4.02K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.21KNew |
$50.1K - $58.1K
|
1.21K
$55.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1K- 7.39% |
$41.5K - $48.1K
|
12.5K
$572K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
25KNew |
$1.04M - $1.2M
|
25K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-46- 0.87% |
$1.91K - $2.21K
|
5.26K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.07K+ 12.32% |
$44.4K - $51.4K
|
9.74K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
126KNew |
$5.22M - $6.04M
|
126K
$5.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1+ 0.02% |
$41.5 - $48.1
|
6.13K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5.31K- 37.81% |
$220K - $255K
|
8.74K
$399K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-171- 6.61% |
$7.1K - $8.23K
|
2.42K
$110K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 1.96% |
$208 - $241
|
250
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
5.14KNew |
$213K - $247K
|
5.14K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
150New |
$6.23K - $7.22K
|
150
$6.85K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-94- 0.38% |
$3.9K - $4.52K
|
24.7K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7New |
$291 - $337
|
7
$320
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-603- 18.19% |
$25K - $29K
|
2.71K
$124K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-319- 4.29% |
$13.2K - $15.3K
|
7.12K
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-320- 6.44% |
$13.3K - $15.4K
|
4.65K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.05KNew |
$210K - $243K
|
5.05K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-400K- 99.98% |
$16.6M - $19.3M
|
100
$4.57K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.14K+ 6.85% |
$47.2K - $54.7K
|
17.7K
$810K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21+ 0.23% |
$872 - $1.01K
|
9.13K
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
12.8KNew |
$533K - $617K
|
12.8K
$586K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
800+ 7.29% |
$33.2K - $38.5K
|
11.8K
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-327- 4.81% |
$13.6K - $15.7K
|
6.47K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-829- 13.24% |
$34.4K - $39.9K
|
5.43K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
83+ 1.75% |
$3.45K - $3.99K
|
4.83K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.2K- 3.33% |
$49.9K - $57.8K
|
34.9K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-35.8K- 97.06% |
$1.49M - $1.72M
|
1.08K
$49.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-265- 7.57% |
$11K - $12.7K
|
3.23K
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.5K+ 9.62% |
$62.3K - $72.2K
|
17.1K
$781K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-85.1K- 65.53% |
$3.53M - $4.09M
|
44.8K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.68K- 43.62% |
$69.9K - $81K
|
2.18K
$99.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.64K+ 2.19% |
$234K - $271K
|
263K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
270New |
$11.2K - $13K
|
270
$12.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
420+ 0.76% |
$17.4K - $20.2K
|
56K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
58.6KNew |
$2.43M - $2.82M
|
58.6K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-600- 2.35% |
$24.9K - $28.9K
|
24.9K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.57K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.3K+ 119.03% |
$54K - $62.6K
|
2.39K
$109K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
54.3KNew |
$2.25M - $2.61M
|
54.3K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-11.1K- 1.31% |
$461K - $534K
|
839K
$38.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 6.82% |
$498 - $577
|
188
$8.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-360- 3.14% |
$14.9K - $17.3K
|
11.1K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
4.62KNew |
$192K - $222K
|
4.62K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-298- 5.73% |
$12.4K - $14.3K
|
4.91K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-873- 11.32% |
$36.2K - $42K
|
6.84K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.16K- 29.57% |
$89.7K - $104K
|
5.15K
$235K
|