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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-380- 55.39% |
$15.8K - $18.3K
|
306
$14K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73.1KNew |
$3.03M - $3.51M
|
73.1K
$3.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 0.49% |
$249 - $289
|
1.23K
$56K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-188- 0.87% |
$7.8K - $9.04K
|
21.5K
$984K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$632K - $733K
|
15.2K
$696K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.72K- 30.72% |
$113K - $131K
|
6.12K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3.08KNew |
$128K - $148K
|
3.08K
$140K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 1.59% |
$41.5 - $48.1
|
64
$2.92K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
5.07KNew |
$210K - $244K
|
5.07K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$2.53K - $2.93K
|
61
$2.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
740+ 12.46% |
$30.7K - $35.6K
|
6.68K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
47+ 0.84% |
$1.95K - $2.26K
|
5.63K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-649- 11.62% |
$26.9K - $31.2K
|
4.94K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
154New |
$6.39K - $7.41K
|
154
$7.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-950- 21.6% |
$39.4K - $45.7K
|
3.45K
$158K
|
|
|
Jan 23, 2025
Q4 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-18.8K- 14.97% |
$780K - $904K
|
107K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.94KNew |
$247K - $286K
|
5.94K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.23KNew |
$300K - $348K
|
7.23K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-616- 11.03% |
$25.6K - $29.6K
|
4.97K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-55.2K- 84.09% |
$2.29M - $2.66M
|
10.4K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-225- 4.97% |
$9.34K - $10.8K
|
4.3K
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
24+ 0.5% |
$996 - $1.15K
|
4.82K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-130- 2.09% |
$5.4K - $6.25K
|
6.1K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
281New |
$11.7K - $13.5K
|
281
$12.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-173- 2.56% |
$7.18K - $8.32K
|
6.57K
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-24- 0.47% |
$996 - $1.15K
|
5.06K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-100- 0.68% |
$4.15K - $4.81K
|
14.6K
$666K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.75KNew |
$363K - $421K
|
8.75K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
724+ 102.7% |
$30.1K - $34.8K
|
1.43K
$65.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$415 - $481
|
10
$457
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
20KNew |
$830K - $962K
|
20K
$913K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.8KNew |
$241K - $279K
|
5.8K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-850- 14.35% |
$35.3K - $40.9K
|
5.08K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.2KNew |
$340K - $394K
|
8.2K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
155+ 387.5% |
$6.43K - $7.46K
|
195
$8.91K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
716+ 158.06% |
$29.7K - $34.4K
|
1.17K
$53.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
381+ 8.51% |
$15.8K - $18.3K
|
4.86K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.59K+ 13.73% |
$191K - $221K
|
38K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500+ 62.5% |
$20.8K - $24.1K
|
1.3K
$59.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-12- 0.21% |
$498 - $577
|
5.7K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2K+ 12.82% |
$83K - $96.2K
|
17.6K
$804K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.11K- 8.03% |
$45.9K - $53.2K
|
12.7K
$578K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.2K+ 12.3% |
$49.8K - $57.7K
|
11K
$500K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.3K+ 23.39% |
$53.9K - $62.4K
|
6.85K
$313K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
347+ 1156.67% |
$14.4K - $16.7K
|
377
$17.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-550- 8.62% |
$22.8K - $26.5K
|
5.83K
$266K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$2.66K - $3.08K
|
64
$2.92K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-22.6K- 32.06% |
$939K - $1.09M
|
47.9K
$2.19M
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
18.9K+ 33.26% |
$724K - $851K
|
75.9K
$3.46M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
130+ 178.08% |
$4.97K - $5.84K
|
203
$9.27K
|
|