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 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
164+ 0.12% |
$6.81K - $7.89K
|
142K
$6.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.08K- 0.81% |
$44.6K - $51.7K
|
132K
$6.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-753- 1.22% |
$31.3K - $36.2K
|
61.1K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-9.3K- 27.11% |
$386K - $447K
|
25K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.27K- 1.36% |
$52.6K - $61K
|
92K
$4.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-100- 0.98% |
$4.15K - $4.81K
|
10.1K
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.2K- 3.33% |
$49.9K - $57.8K
|
34.9K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-361- 5.62% |
$15K - $17.4K
|
6.07K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-3.75K- 28.52% |
$155K - $180K
|
9.39K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-21.3K- 16.79% |
$885K - $1.03M
|
106K
$5.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-2.7K- 4.7% |
$112K - $130K
|
54.7K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
431New |
$17.9K - $20.7K
|
431
$20.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-61- 0.96% |
$2.53K - $2.93K
|
6.3K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-35.8K- 97.06% |
$1.49M - $1.72M
|
1.08K
$51.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
300+ 0.82% |
$12.5K - $14.4K
|
36.8K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.63K- 19.42% |
$109K - $126K
|
10.9K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
6.49KNew |
$269K - $312K
|
6.49K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
55.8KNew |
$2.32M - $2.68M
|
55.8K
$2.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
12+ 0.04% |
$498 - $577
|
27.4K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-29- 1.0% |
$1.2K - $1.39K
|
2.86K
$136K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-265- 7.57% |
$11K - $12.7K
|
3.23K
$154K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18K+ 26.22% |
$747K - $866K
|
86.6K
$4.13M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-280- 1.61% |
$11.6K - $13.5K
|
17.1K
$816K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
157+ 0.77% |
$6.52K - $7.55K
|
20.6K
$983K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.17% |
$374 - $433
|
5.26K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
469+ 2.57% |
$19.5K - $22.6K
|
18.7K
$892K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-136- 0.59% |
$5.65K - $6.54K
|
22.8K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
454+ 5.43% |
$18.8K - $21.8K
|
8.82K
$420K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-79.1K- 94.48% |
$3.28M - $3.8M
|
4.62K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.51K+ 28.77% |
$312K - $361K
|
33.6K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
200+ 0.01% |
$8.3K - $9.62K
|
1.66M
$79.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.5K+ 9.62% |
$62.3K - $72.2K
|
17.1K
$815K
|
|
|
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
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.49MNew |
$61.7M - $71.5M
|
1.49M
$70.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.26K- 4.05% |
$93.6K - $109K
|
53.4K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-5.11K- 1.44% |
$212K - $246K
|
348K
$16.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.68K- 43.62% |
$69.9K - $81K
|
2.18K
$104K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.64K+ 2.19% |
$234K - $271K
|
263K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-14.9K- 7.78% |
$619K - $717K
|
177K
$8.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-300- 1.81% |
$12.5K - $14.4K
|
16.3K
$777K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
9.43KNew |
$391K - $453K
|
9.43K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-175K- 3.69% |
$7.26M - $8.41M
|
4.56M
$217M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-26.9K- 9.15% |
$1.12M - $1.3M
|
267K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
266+ 1.77% |
$11K - $12.8K
|
15.3K
$729K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
907+ 2.54% |
$37.6K - $43.6K
|
36.6K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.09K+ 18.69% |
$45.4K - $52.6K
|
6.94K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.94K+ 14.44% |
$163K - $189K
|
31.2K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.2K+ 76.66% |
$963K - $1.12M
|
53.5K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-14.9K- 1.98% |
$619K - $717K
|
737K
$35.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.57K+ 64.23% |
$273K - $316K
|
16.8K
$801K
|