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 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-3.7K- 1.23% |
$154K - $178K
|
297K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-320- 6.44% |
$13.3K - $15.4K
|
4.65K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.05KNew |
$210K - $243K
|
5.05K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.11K- 6.56% |
$46.1K - $53.4K
|
15.8K
$754K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-32.7K- 75.1% |
$1.36M - $1.57M
|
10.8K
$516K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-54- 0.64% |
$2.24K - $2.6K
|
8.45K
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21K+ 17.28% |
$50.3K - $58.2K
|
8.22K
$392K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.13K- 4.23% |
$46.9K - $54.4K
|
25.6K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.25K- 1.12% |
$93.5K - $108K
|
198K
$9.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.25K+ 6.84% |
$135K - $156K
|
50.8K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-400- 2.52% |
$16.6K - $19.2K
|
15.5K
$737K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.23K- 0.49% |
$51.2K - $59.3K
|
251K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-610- 10.85% |
$25.3K - $29.3K
|
5.01K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-319- 1.23% |
$13.2K - $15.3K
|
25.7K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-7- 0.07% |
$291 - $337
|
10.3K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-400K- 99.98% |
$16.6M - $19.3M
|
100
$4.77K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.14K+ 6.85% |
$47.2K - $54.7K
|
17.7K
$845K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
27.5KNew |
$1.14M - $1.32M
|
27.5K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
425+ 1.47% |
$17.6K - $20.4K
|
29.4K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-323- 0.41% |
$13.4K - $15.5K
|
78K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-6.87K- 4.1% |
$285K - $331K
|
161K
$7.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-6.12K- 5.51% |
$254K - $294K
|
105K
$5M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-840- 6.57% |
$34.9K - $40.4K
|
12K
$570K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8.11K- 3.09% |
$337K - $390K
|
255K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21+ 0.23% |
$872 - $1.01K
|
9.13K
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
12.8KNew |
$533K - $617K
|
12.8K
$612K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-750- 0.65% |
$31.1K - $36.1K
|
114K
$5.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
13.1K+ 30.2% |
$542K - $629K
|
56.3K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
800+ 7.29% |
$33.2K - $38.5K
|
11.8K
$561K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-327- 4.81% |
$13.6K - $15.7K
|
6.47K
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
145K+ 171.67% |
$6.02M - $6.97M
|
229K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.89K+ 15.25% |
$120K - $139K
|
21.9K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-39.4K- 1.75% |
$1.64M - $1.9M
|
2.21M
$106M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.18K+ 1.64% |
$90.7K - $105K
|
135K
$6.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.04K- 0.26% |
$43K - $49.8K
|
404K
$19.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
263+ 3.23% |
$10.9K - $12.7K
|
8.4K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-829- 13.24% |
$34.4K - $39.9K
|
5.43K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
424+ 3.37% |
$17.6K - $20.4K
|
13K
$620K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-884- 0.45% |
$36.7K - $42.5K
|
197K
$9.41M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-455K- 13.39% |
$18.9M - $21.9M
|
2.95M
$140M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
83+ 1.75% |
$3.45K - $3.99K
|
4.83K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.26K- 7.35% |
$52.3K - $60.6K
|
15.9K
$757K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-321- 4.41% |
$13.3K - $15.4K
|
6.96K
$332K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.45KNew |
$309K - $358K
|
7.45K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-849- 2.26% |
$35.2K - $40.8K
|
36.7K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
49+ 0.8% |
$2.03K - $2.36K
|
6.16K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.76K+ 15.52% |
$115K - $133K
|
20.6K
$980K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
47.2K+ 16.93% |
$1.96M - $2.27M
|
326K
$15.6M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-85- 0.14% |
$3.53K - $4.09K
|
59K
$2.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.98K+ 51.72% |
$124K - $143K
|
8.74K
$417K
|