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 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-19- 0.07% |
$750 - $915
|
26.7K
$1.21M
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
404+ 2.92% |
$16.8K - $19.4K
|
14.2K
$646K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1- 1.05% |
$41.5 - $48.1
|
94
$4.27K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-36.1K- 11.81% |
$1.5M - $1.74M
|
269K
$12.2M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.73K- 14.03% |
$238K - $276K
|
35.1K
$1.59M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
500New |
$20.8K - $24.1K
|
500
$22.7K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-610- 11.64% |
$25.3K - $29.3K
|
4.63K
$210K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.91KNew |
$204K - $236K
|
4.91K
$223K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
125New |
$5.19K - $6.01K
|
125
$5.67K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
328New |
$13.6K - $15.8K
|
328
$14.9K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.96KNew |
$206K - $239K
|
4.96K
$225K
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
8KNew |
$332K - $385K
|
8K
$363K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-18.2K- 99.35% |
$755K - $875K
|
119
$5.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136New |
$5.65K - $6.54K
|
136
$6.17K
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-6.5K- 55.6% |
$270K - $313K
|
5.19K
$236K
|
|
|
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
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
69.5K+ 204.7% |
$2.88M - $3.34M
|
103K
$4.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.31KNew |
$54.4K - $63K
|
1.31K
$59.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-181K- 5.98% |
$7.5M - $8.69M
|
2.84M
$129M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
15.3KNew |
$635K - $736K
|
15.3K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
62+ 0.37% |
$2.57K - $2.98K
|
17K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
17.5KNew |
$728K - $844K
|
17.5K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
6.47K+ 42.38% |
$268K - $311K
|
21.7K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
2.08MNew |
$86.4M - $100M
|
2.08M
$94.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-148- 12.94% |
$6.14K - $7.12K
|
996
$45.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.25KNew |
$93.4K - $108K
|
2.25K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
13KNew |
$540K - $625K
|
13K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
41.6KNew |
$1.73M - $2M
|
41.6K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
6.68KNew |
$277K - $321K
|
6.68K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-110- 1.24% |
$4.57K - $5.29K
|
8.8K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-500- 1.65% |
$20.8K - $24.1K
|
29.7K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
156+ 2.44% |
$6.48K - $7.5K
|
6.55K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.37KNew |
$306K - $354K
|
7.37K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.7KNew |
$734K - $851K
|
17.7K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
64.4K+ 76.03% |
$2.67M - $3.1M
|
149K
$6.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
800KNew |
$33.2M - $38.5M
|
800K
$36.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
4.98KNew |
$207K - $240K
|
4.98K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
520KNew |
$21.6M - $25M
|
520K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
7KNew |
$291K - $337K
|
7K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-10.9K- 43.56% |
$453K - $525K
|
14.1K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
4.5K+ 45.0% |
$187K - $216K
|
14.5K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-827- 16.52% |
$34.3K - $39.8K
|
4.18K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
600New |
$24.9K - $28.9K
|
600
$27.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-1K- 55.56% |
$41.5K - $48.1K
|
800
$36.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
412+ 8.14% |
$17.1K - $19.8K
|
5.47K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-104- 38.66% |
$4.32K - $5K
|
165
$7.49K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-205- 0.75% |
$8.51K - $9.86K
|
27.2K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-727- 20.07% |
$30.2K - $35K
|
2.9K
$131K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
163K+ 163.76% |
$6.78M - $7.85M
|
263K
$11.9M
|
|