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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-46.9K- 6.84% |
$1.79M - $2.11M
|
639K
$28.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-606- 2.17% |
$23.2K - $27.2K
|
27.3K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
30.8K+ 46.36% |
$1.18M - $1.38M
|
97.2K
$4.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
688+ 1.56% |
$26.3K - $30.9K
|
44.7K
$1.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-153- 0.77% |
$5.85K - $6.88K
|
19.8K
$869K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.87KNew |
$186K - $219K
|
4.87K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
12K+ 138.82% |
$460K - $541K
|
20.7K
$912K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-30.7K- 78.41% |
$1.17M - $1.38M
|
8.45K
$372K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-663- 0.66% |
$25.3K - $29.8K
|
99.4K
$4.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-935- 4.39% |
$35.7K - $42K
|
20.3K
$895K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 1.56% |
$1.26K - $1.48K
|
2.14K
$94.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-8.54K- 19.12% |
$327K - $384K
|
36.1K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-884- 1.2% |
$33.8K - $39.7K
|
72.9K
$3.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.91K- 32.94% |
$188K - $221K
|
10K
$440K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-34- 0.19% |
$1.3K - $1.53K
|
18.1K
$794K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
7.68K+ 61.1% |
$293K - $345K
|
20.2K
$891K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
165+ 82.5% |
$6.31K - $7.42K
|
365
$16.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.33K- 3.27% |
$166K - $195K
|
128K
$5.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
166+ 5.52% |
$6.34K - $7.46K
|
3.17K
$139K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-258- 4.32% |
$9.86K - $11.6K
|
5.71K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
125+ 0.51% |
$4.78K - $5.62K
|
24.8K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
6.41K+ 15.94% |
$245K - $288K
|
46.6K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-14.6K- 14.16% |
$556K - $654K
|
88.3K
$3.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-217- 1.42% |
$8.29K - $9.75K
|
15K
$661K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
16+ 0.03% |
$612 - $719
|
55.4K
$2.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.11K+ 5.71% |
$42.3K - $49.7K
|
20.5K
$900K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-2.74K- 13.76% |
$105K - $123K
|
17.1K
$754K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
16New |
$612 - $719
|
16
$704
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-7.41K- 3.72% |
$283K - $333K
|
192K
$8.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.56K+ 1.21% |
$59.5K - $70K
|
130K
$5.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20+ 0.35% |
$764 - $899
|
5.68K
$250K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.67KNew |
$178K - $210K
|
4.67K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
2.08K+ 1.56% |
$79.6K - $93.6K
|
135K
$5.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-835- 1.16% |
$31.9K - $37.5K
|
71.3K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
589+ 10.51% |
$22.5K - $26.5K
|
6.2K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-4.9K- 4.71% |
$187K - $220K
|
99.3K
$4.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
76+ 0.64% |
$2.9K - $3.42K
|
12K
$529K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7.02KNew |
$268K - $315K
|
7.02K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.71K- 6.51% |
$256K - $302K
|
96.4K
$4.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-950- 2.54% |
$36.3K - $42.7K
|
36.5K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-200- 2.63% |
$7.64K - $8.99K
|
7.4K
$326K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-885- 3.23% |
$33.8K - $39.8K
|
26.5K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-17.6K- 23.02% |
$674K - $792K
|
58.9K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
107+ 1.89% |
$4.09K - $4.81K
|
5.78K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
584+ 7.02% |
$22.3K - $26.2K
|
8.91K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
23K+ 202.69% |
$878K - $1.03M
|
34.3K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.3KNew |
$49.7K - $58.5K
|
1.3K
$57.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-30K- 3.84% |
$1.15M - $1.35M
|
752K
$33.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
7.44KNew |
$284K - $334K
|
7.44K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-184- 5.0% |
$7.03K - $8.27K
|
3.5K
$154K
|