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 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.31K- 17.08% |
$54.4K - $63K
|
6.36K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-360- 3.14% |
$14.9K - $17.3K
|
11.1K
$530K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
36+ 0.62% |
$1.49K - $1.73K
|
5.82K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
321+ 3.16% |
$13.3K - $15.4K
|
10.5K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
947+ 0.61% |
$39.3K - $45.6K
|
155K
$7.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.35K+ 10.87% |
$222K - $257K
|
54.5K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.82K- 3.97% |
$117K - $135K
|
68.1K
$3.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-15- 0.1% |
$623 - $722
|
14.5K
$691K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.04K- 1.86% |
$251K - $290K
|
318K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-587- 1.28% |
$24.4K - $28.2K
|
45.1K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-95.2K- 48.03% |
$3.95M - $4.58M
|
103K
$4.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-500- 3.29% |
$20.8K - $24.1K
|
14.7K
$700K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.39K- 6.97% |
$57.7K - $66.8K
|
18.5K
$883K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 30.0% |
$125 - $144
|
13
$620
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5.22K- 21.44% |
$217K - $251K
|
19.1K
$912K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.95K- 2.21% |
$122K - $142K
|
130K
$6.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.25% |
$1.12K - $1.3K
|
10.8K
$515K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-26- 0.28% |
$1.08K - $1.25K
|
9.28K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-223- 3.3% |
$9.26K - $10.7K
|
6.53K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.73K+ 6.17% |
$196K - $227K
|
81.3K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
4.62KNew |
$192K - $222K
|
4.62K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.95K+ 785.09% |
$164K - $190K
|
4.45K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
294+ 5.7% |
$12.2K - $14.1K
|
5.45K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.5K+ 22.29% |
$560K - $648K
|
74K
$3.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
70+ 0.1% |
$2.91K - $3.37K
|
72.2K
$3.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-45- 0.67% |
$1.87K - $2.16K
|
6.66K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-298- 5.73% |
$12.4K - $14.3K
|
4.91K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-873- 11.32% |
$36.2K - $42K
|
6.84K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
8.2K+ 15.54% |
$340K - $394K
|
61K
$2.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.08K+ 4.62% |
$45K - $52.1K
|
24.5K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-457- 11.16% |
$19K - $22K
|
3.64K
$173K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.16K- 29.57% |
$89.7K - $104K
|
5.15K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-938- 1.53% |
$38.9K - $45.1K
|
60.5K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.99K- 3.18% |
$249K - $288K
|
182K
$8.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.99K- 0.37% |
$166K - $192K
|
1.08M
$51.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
32.9K+ 31.91% |
$1.36M - $1.58M
|
136K
$6.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
39.9K+ 719.8% |
$1.66M - $1.92M
|
45.5K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.45K- 0.43% |
$60.2K - $69.7K
|
332K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
819+ 99.15% |
$34K - $39.4K
|
1.65K
$78.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-1- 1.06% |
$41.5 - $48.1
|
93
$4.43K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-36.3K- 20.44% |
$1.51M - $1.74M
|
141K
$6.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-380- 55.39% |
$15.8K - $18.3K
|
306
$14.6K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.22K- 2.71% |
$175K - $203K
|
151K
$7.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73.1KNew |
$3.03M - $3.51M
|
73.1K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 0.49% |
$249 - $289
|
1.23K
$58.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.04K+ 9.53% |
$43.2K - $50K
|
12K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
988+ 2.69% |
$41K - $47.5K
|
37.7K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
14.1KNew |
$586K - $680K
|
14.1K
$674K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-188- 0.87% |
$7.8K - $9.04K
|
21.5K
$1.03M
|