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 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-312- 8.53% |
$11.9K - $14K
|
3.35K
$147K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-4.47K- 98.31% |
$171K - $201K
|
77
$3.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
122+ 0.64% |
$4.66K - $5.48K
|
19.1K
$840K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.73K- 5.23% |
$66.1K - $77.7K
|
31.4K
$1.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15+ 1.25% |
$573 - $674
|
1.22K
$53.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-9.05K- 13.98% |
$346K - $407K
|
55.7K
$2.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
670+ 6.77% |
$25.6K - $30.1K
|
10.6K
$465K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-334- 3.78% |
$12.8K - $15K
|
8.51K
$374K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-20- 0.26% |
$764 - $899
|
7.79K
$342K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
494K+ 4435.33% |
$18.9M - $22.2M
|
505K
$22.2M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
104+ 1.68% |
$3.97K - $4.67K
|
6.29K
$277K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.13K+ 0.93% |
$43K - $50.6K
|
122K
$5.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
68+ 1.88% |
$2.6K - $3.06K
|
3.68K
$162K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-30- 0.5% |
$1.15K - $1.35K
|
5.96K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 42.86% |
$115 - $135
|
10
$440
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-41.3K- 3.71% |
$1.58M - $1.86M
|
1.07M
$47.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
6.55K+ 14.54% |
$250K - $294K
|
51.6K
$2.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
105+ 10.99% |
$4.01K - $4.72K
|
1.06K
$46.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.83K+ 1.31% |
$108K - $127K
|
219K
$9.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.9K- 11.91% |
$492K - $579K
|
95.2K
$4.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
332+ 5.12% |
$12.7K - $14.9K
|
6.82K
$300K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
19.4K+ 7.19% |
$741K - $872K
|
289K
$12.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.82K+ 1.66% |
$69.4K - $81.7K
|
111K
$4.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-10.5K- 2.27% |
$403K - $474K
|
455K
$20M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
518+ 3.85% |
$19.8K - $23.3K
|
14K
$615K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-244- 2.81% |
$9.33K - $11K
|
8.44K
$371K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.85K+ 1.36% |
$147K - $173K
|
287K
$12.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-210- 2.11% |
$8.03K - $9.44K
|
9.74K
$429K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.54K+ 1.16% |
$250K - $294K
|
573K
$25.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
628+ 1.53% |
$24K - $28.2K
|
41.7K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
5.2K+ 9.65% |
$199K - $234K
|
59.1K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.21K- 12.53% |
$161K - $189K
|
29.4K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
197+ 1.24% |
$7.53K - $8.85K
|
16.1K
$710K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
10K+ 6.9% |
$384K - $451K
|
156K
$6.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
144+ 1.54% |
$5.5K - $6.47K
|
9.48K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-791- 7.98% |
$30.2K - $35.5K
|
9.12K
$401K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
1.15K+ 0.41% |
$44K - $51.7K
|
282K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
453+ 2.34% |
$17.3K - $20.4K
|
19.8K
$871K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
177+ 3.04% |
$6.76K - $7.95K
|
6K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.68K- 6.6% |
$179K - $210K
|
66.2K
$2.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
60+ 0.21% |
$2.29K - $2.7K
|
28.4K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.99% |
$153 - $180
|
407
$17.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
83.7KNew |
$3.2M - $3.76M
|
83.7K
$3.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-405K- 48.18% |
$15.5M - $18.2M
|
435K
$19.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
735+ 5.13% |
$28.1K - $33K
|
15.1K
$663K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-54.9K- 74.83% |
$2.1M - $2.47M
|
18.5K
$813K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.5K- 22.76% |
$57.3K - $67.4K
|
5.09K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
61+ 1.18% |
$2.33K - $2.74K
|
5.24K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
19.1K+ 1.56% |
$728K - $856K
|
1.24M
$54.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.3K+ 5.72% |
$49.5K - $58.2K
|
23.9K
$1.05M
|