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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.33K+ 10.13% |
$55.4K - $64.2K
|
14.5K
$692K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
636+ 0.66% |
$26.4K - $30.6K
|
97.5K
$4.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
61.9KNew |
$2.57M - $2.98M
|
61.9K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$632K - $733K
|
15.2K
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.52K+ 9.87% |
$146K - $169K
|
39.2K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
673+ 1.65% |
$27.9K - $32.4K
|
41.4K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
130K+ 28.05% |
$5.41M - $6.27M
|
595K
$28.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.07K- 4.04% |
$44.5K - $51.5K
|
25.4K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.21K+ 3.39% |
$50.1K - $58.1K
|
36.8K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.17K- 28.55% |
$90.1K - $104K
|
5.43K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.87K+ 6.63% |
$77.7K - $90K
|
30.1K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
BUY
|
- |
930+ 0.31% |
$38.6K - $44.7K
|
301K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
36.2K+ 7.97% |
$1.5M - $1.74M
|
491K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.7KNew |
$70.4K - $81.5K
|
1.7K
$80.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
224+ 0.77% |
$9.3K - $10.8K
|
29.3K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-760- 3.08% |
$31.5K - $36.6K
|
23.9K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.77K- 5.02% |
$73.3K - $85K
|
33.4K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.11KNew |
$212K - $246K
|
5.11K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.72K- 30.72% |
$113K - $131K
|
6.12K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.04KNew |
$251K - $290K
|
6.04K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.75K+ 25.91% |
$72.5K - $84K
|
8.49K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
600+ 4.58% |
$24.9K - $28.9K
|
13.7K
$653K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3.08KNew |
$128K - $148K
|
3.08K
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
604+ 6.62% |
$25.1K - $29.1K
|
9.72K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-186- 3.29% |
$7.72K - $8.95K
|
5.48K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 1.59% |
$41.5 - $48.1
|
64
$3.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-27- 21.26% |
$1.12K - $1.3K
|
100
$4.77K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.75K- 12.32% |
$363K - $421K
|
62.3K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.58K- 0.71% |
$149K - $172K
|
502K
$23.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
95+ 1.08% |
$3.94K - $4.57K
|
8.93K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
5.07KNew |
$210K - $244K
|
5.07K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-957- 5.27% |
$39.7K - $46K
|
17.2K
$820K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
11.1K+ 68.06% |
$460K - $533K
|
27.4K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-555K- 14.64% |
$23M - $26.7M
|
3.24M
$154M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
59+ 1.09% |
$2.45K - $2.84K
|
5.47K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$2.53K - $2.93K
|
61
$2.91K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-478- 2.86% |
$19.8K - $23K
|
16.3K
$775K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
200+ 0.13% |
$8.3K - $9.62K
|
153K
$7.3M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
5.2KNew |
$216K - $250K
|
5.2K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-93K- 7.86% |
$3.86M - $4.48M
|
1.09M
$52M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
740+ 12.46% |
$30.7K - $35.6K
|
6.68K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
47+ 0.84% |
$1.95K - $2.26K
|
5.63K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5.59K+ 0.45% |
$232K - $269K
|
1.25M
$59.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46+ 0.85% |
$1.91K - $2.21K
|
5.47K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.28KNew |
$53K - $61.4K
|
1.28K
$60.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-592- 3.74% |
$24.6K - $28.5K
|
15.2K
$727K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1K- 0.35% |
$41.5K - $48.1K
|
288K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-13- 9.56% |
$540 - $625
|
123
$5.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-352- 2.39% |
$14.6K - $16.9K
|
14.4K
$687K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-675- 3.19% |
$28K - $32.5K
|
20.5K
$978K
|