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 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14+ 0.09% |
$581 - $673
|
16.2K
$770K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.95K- 2.94% |
$81.1K - $94K
|
64.6K
$3.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-600- 2.35% |
$24.9K - $28.9K
|
24.9K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.8K+ 18.38% |
$116K - $135K
|
18K
$860K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.77K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
154+ 1.79% |
$6.39K - $7.41K
|
8.76K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.3K+ 119.03% |
$54K - $62.6K
|
2.39K
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-150- 1.08% |
$6.23K - $7.22K
|
13.7K
$653K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-125- 4.35% |
$5.19K - $6.01K
|
2.75K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.2KNew |
$424K - $491K
|
10.2K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
SELL
|
- |
-160- 0.22% |
$6.64K - $7.7K
|
71.2K
$3.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.55K+ 20.03% |
$106K - $123K
|
15.3K
$729K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-244- 4.39% |
$10.1K - $11.7K
|
5.32K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
350+ 15.38% |
$14.5K - $16.8K
|
2.63K
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4K- 5.31% |
$166K - $192K
|
71.4K
$3.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-720- 3.63% |
$29.9K - $34.6K
|
19.1K
$910K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
54.3KNew |
$2.25M - $2.61M
|
54.3K
$2.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.24K- 2.66% |
$92.9K - $108K
|
81.9K
$3.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
886+ 4.48% |
$36.8K - $42.6K
|
20.7K
$985K
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-11.1K- 1.31% |
$461K - $534K
|
839K
$40M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.19K+ 95.45% |
$299K - $346K
|
14.7K
$702K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-406- 1.64% |
$16.9K - $19.5K
|
24.3K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
40.1KNew |
$1.67M - $1.93M
|
40.1K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
77+ 77.0% |
$3.2K - $3.7K
|
177
$8.44K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-12.9K- 16.73% |
$537K - $622K
|
64.4K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 6.82% |
$498 - $577
|
188
$8.96K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-79- 0.11% |
$3.28K - $3.8K
|
74.8K
$3.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-6.58K- 8.17% |
$273K - $316K
|
73.9K
$3.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-26- 0.19% |
$1.08K - $1.25K
|
14K
$665K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
126+ 17.43% |
$5.23K - $6.06K
|
849
$40.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-113- 51.6% |
$4.69K - $5.44K
|
106
$5.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-63.5K- 72.51% |
$2.63M - $3.05M
|
24.1K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
14+ 0.15% |
$581 - $673
|
9.23K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
250+ 4.13% |
$10.4K - $12K
|
6.3K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.29K- 0.46% |
$53.3K - $61.8K
|
281K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
164K+ 97.91% |
$6.81M - $7.89M
|
332K
$15.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.25K- 5.59% |
$51.8K - $60K
|
21.1K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
29+ 0.43% |
$1.2K - $1.39K
|
6.85K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
86+ 0.18% |
$3.57K - $4.14K
|
48.3K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.7K+ 6.44% |
$486K - $563K
|
193K
$9.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
33.5K+ 1.12% |
$1.39M - $1.61M
|
3.01M
$144M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.44K+ 283.88% |
$143K - $165K
|
4.65K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
21.1KNew |
$877K - $1.02M
|
21.1K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.3K+ 8.69% |
$54K - $62.6K
|
16.3K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-335- 2.17% |
$13.9K - $16.1K
|
15.1K
$719K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
25+ 9.06% |
$1.04K - $1.2K
|
301
$14.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.17KNew |
$90K - $104K
|
2.17K
$103K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
768+ 2.73% |
$31.9K - $36.9K
|
28.9K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
11+ 0.1% |
$457 - $529
|
10.6K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.31K- 17.08% |
$54.4K - $63K
|
6.36K
$303K
|