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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 0.41% |
$191 - $225
|
1.23K
$54.2K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.86KNew |
$186K - $218K
|
4.86K
$214K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
13+ 16.05% |
$497 - $584
|
94
$4.14K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
144+ 1.41% |
$5.5K - $6.47K
|
10.4K
$456K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-3.54K- 4.22% |
$135K - $159K
|
80.5K
$3.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-5.73K- 3.93% |
$219K - $257K
|
140K
$6.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.12K- 0.43% |
$158K - $185K
|
966K
$42.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-76- 1.36% |
$2.9K - $3.42K
|
5.5K
$242K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.73K+ 1.94% |
$66K - $77.7K
|
90.6K
$3.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
5.57KNew |
$213K - $250K
|
5.57K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
432K+ 14.54% |
$16.5M - $19.4M
|
3.4M
$150M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-39.7K- 19.09% |
$1.52M - $1.78M
|
168K
$7.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.49K- 9.09% |
$56.8K - $66.7K
|
14.9K
$654K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
545+ 3.16% |
$20.8K - $24.5K
|
17.8K
$783K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.8K- 8.7% |
$1.18M - $1.38M
|
323K
$14.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
42+ 0.56% |
$1.61K - $1.89K
|
7.6K
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
464KNew |
$17.7M - $20.9M
|
464K
$20.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.29K+ 1.25% |
$202K - $238K
|
428K
$18.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
6.04K+ 75.79% |
$231K - $272K
|
14K
$616K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.8K+ 6.64% |
$68.7K - $80.8K
|
28.9K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
158+ 0.8% |
$6.04K - $7.1K
|
19.9K
$875K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.54KNew |
$288K - $339K
|
7.54K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
9.2KNew |
$352K - $413K
|
9.2K
$405K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
763+ 8.12% |
$29.2K - $34.3K
|
10.2K
$447K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10+ 0.13% |
$382 - $449
|
7.71K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.34% |
$420 - $494
|
3.27K
$144K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-5.95K- 4.28% |
$227K - $267K
|
133K
$5.85M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-100- 0.01% |
$3.82K - $4.49K
|
1.66M
$73.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
82+ 30.6% |
$3.13K - $3.69K
|
350
$15.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.81K+ 3.85% |
$69.3K - $81.4K
|
48.9K
$2.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-114- 0.82% |
$4.36K - $5.12K
|
13.8K
$609K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
147+ 1.58% |
$5.62K - $6.61K
|
9.46K
$416K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
348New |
$13.3K - $15.6K
|
348
$15.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-699- 1.56% |
$26.7K - $31.4K
|
44.2K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-360- 0.31% |
$13.8K - $16.2K
|
115K
$5.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.15KNew |
$197K - $231K
|
5.15K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-36- 0.56% |
$1.38K - $1.62K
|
6.34K
$279K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.06K+ 74.36% |
$270K - $317K
|
16.5K
$728K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-7.04K- 7.81% |
$269K - $316K
|
83.2K
$3.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-16K- 1.33% |
$610K - $718K
|
1.19M
$52.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.14KNew |
$349K - $411K
|
9.14K
$402K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.24K+ 14.71% |
$85.6K - $101K
|
17.5K
$769K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-175- 3.05% |
$6.69K - $7.86K
|
5.56K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.99K+ 4618.6% |
$75.9K - $89.3K
|
2.03K
$89.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.65K- 3.63% |
$63.1K - $74.2K
|
43.8K
$1.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
8.02K+ 9.03% |
$306K - $360K
|
96.8K
$4.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.01K+ 7.45% |
$76.9K - $90.5K
|
29K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.52K- 23.77% |
$173K - $203K
|
14.5K
$638K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-939- 5.98% |
$35.9K - $42.2K
|
14.8K
$649K
|