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 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
467+ 0.33% |
$19.4K - $22.5K
|
141K
$6.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-4.07K- 18.76% |
$169K - $196K
|
17.6K
$817K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
834+ 1.89% |
$34.6K - $40.1K
|
45K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
6.87K+ 0.93% |
$285K - $330K
|
749K
$34.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
9.6KNew |
$398K - $462K
|
9.6K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-9- 4.84% |
$374 - $433
|
177
$8.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-742- 0.81% |
$30.8K - $35.7K
|
90.9K
$4.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
26.1KNew |
$1.08M - $1.26M
|
26.1K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
254New |
$10.5K - $12.2K
|
254
$11.8K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
41.2KNew |
$1.71M - $1.98M
|
41.2K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
17+ 0.36% |
$706 - $818
|
4.76K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
39.8K+ 8.82% |
$1.65M - $1.92M
|
491K
$22.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.09K+ 3.86% |
$45.4K - $52.6K
|
29.4K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
14.5KNew |
$603K - $699K
|
14.5K
$674K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.33K+ 3.68% |
$180K - $208K
|
122K
$5.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-8.04K- 6.83% |
$334K - $387K
|
110K
$5.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.82K- 18.37% |
$200K - $232K
|
21.4K
$994K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-353- 8.18% |
$14.7K - $17K
|
3.96K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
528+ 3.92% |
$21.9K - $25.4K
|
14K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-60.7K- 9.67% |
$2.52M - $2.92M
|
567K
$26.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.48K+ 2.57% |
$103K - $119K
|
98.9K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.31KNew |
$179K - $208K
|
4.31K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
208+ 6.36% |
$8.63K - $10K
|
3.48K
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
735+ 0.84% |
$30.5K - $35.4K
|
88.2K
$4.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.76K- 6.07% |
$239K - $277K
|
89.2K
$4.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
442+ 1.83% |
$18.3K - $21.3K
|
24.6K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
86.3K+ 104.95% |
$3.58M - $4.15M
|
169K
$7.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
5.9KNew |
$245K - $284K
|
5.9K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-68- 0.32% |
$2.82K - $3.27K
|
21.3K
$987K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-79.1K- 87.4% |
$3.28M - $3.8M
|
11.4K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-18.5K- 7.14% |
$768K - $890K
|
241K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 0.34% |
$1.58K - $1.83K
|
11K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
1.27K+ 19.68% |
$52.8K - $61.2K
|
7.74K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-45- 0.11% |
$1.87K - $2.16K
|
41.2K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.31K+ 4.25% |
$137K - $159K
|
81.1K
$3.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.81% |
$2.08K - $2.41K
|
6.22K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
287+ 28.05% |
$11.9K - $13.8K
|
1.31K
$60.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-550- 5.14% |
$22.8K - $26.5K
|
10.1K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.04KNew |
$43K - $49.9K
|
1.04K
$48.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-945- 16.96% |
$39.2K - $45.5K
|
4.63K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Freemont Management S.A.
|
BUY
|
- |
58.4K+ 100.0% |
$2.42M - $2.81M
|
117K
$5.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 2.75% |
$57.6K - $66.7K
|
49K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.95K- 6.5% |
$206K - $238K
|
71.3K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-24.3K- 53.68% |
$1.01M - $1.17M
|
21K
$974K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
22.1K+ 6.6% |
$919K - $1.06M
|
358K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
25.5K+ 131.59% |
$1.06M - $1.23M
|
44.9K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-58- 1.22% |
$2.41K - $2.79K
|
4.68K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7.02KNew |
$291K - $337K
|
7.02K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-18.7K- 12.09% |
$775K - $898K
|
136K
$6.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.93KNew |
$205K - $237K
|
4.93K
$229K
|