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
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
332+ 5.12% |
$12.7K - $14.9K
|
6.82K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
19.4K+ 7.19% |
$741K - $872K
|
289K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.82K+ 1.66% |
$69.4K - $81.7K
|
111K
$4.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-10.5K- 2.27% |
$403K - $474K
|
455K
$19.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
518+ 3.85% |
$19.8K - $23.3K
|
14K
$598K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-244- 2.81% |
$9.33K - $11K
|
8.44K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.85K+ 1.36% |
$147K - $173K
|
287K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-210- 2.11% |
$8.03K - $9.44K
|
9.74K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.54K+ 1.16% |
$250K - $294K
|
573K
$24.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
628+ 1.53% |
$24K - $28.2K
|
41.7K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
5.2K+ 9.65% |
$199K - $234K
|
59.1K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4.21K- 12.53% |
$161K - $189K
|
29.4K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
197+ 1.24% |
$7.53K - $8.85K
|
16.1K
$691K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
10K+ 6.9% |
$384K - $451K
|
156K
$6.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
144+ 1.54% |
$5.5K - $6.47K
|
9.48K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-791- 7.98% |
$30.2K - $35.5K
|
9.12K
$390K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
1.15K+ 0.41% |
$44K - $51.7K
|
282K
$12.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
453+ 2.34% |
$17.3K - $20.4K
|
19.8K
$848K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
177+ 3.04% |
$6.76K - $7.95K
|
6K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.68K- 6.6% |
$179K - $210K
|
66.2K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
60+ 0.21% |
$2.29K - $2.7K
|
28.4K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.99% |
$153 - $180
|
407
$17.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
83.7KNew |
$3.2M - $3.76M
|
83.7K
$3.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-405K- 48.18% |
$15.5M - $18.2M
|
435K
$18.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
735+ 5.13% |
$28.1K - $33K
|
15.1K
$645K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-54.9K- 74.83% |
$2.1M - $2.47M
|
18.5K
$791K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.5K- 22.76% |
$57.3K - $67.4K
|
5.09K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
61+ 1.18% |
$2.33K - $2.74K
|
5.24K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
19.1K+ 1.56% |
$728K - $856K
|
1.24M
$53.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.3K+ 5.72% |
$49.5K - $58.2K
|
23.9K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
4.23K+ 9.81% |
$162K - $190K
|
47.4K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.87K- 17.54% |
$224K - $264K
|
27.6K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.49K- 3.05% |
$133K - $157K
|
111K
$4.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-310- 0.59% |
$11.8K - $13.9K
|
51.8K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-21- 23.08% |
$803 - $944
|
70
$2.99K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
49.2K+ 4.33% |
$1.88M - $2.21M
|
1.18M
$50.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.54K- 3.17% |
$288K - $339K
|
230K
$9.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
150+ 2.89% |
$5.73K - $6.74K
|
5.33K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.03KNew |
$230K - $271K
|
6.03K
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
68K+ 82.86% |
$2.6M - $3.05M
|
150K
$6.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.28K- 11.34% |
$87.1K - $102K
|
17.8K
$762K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
15+ 1.17% |
$573 - $674
|
1.3K
$55.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-200- 1.19% |
$7.64K - $8.99K
|
16.6K
$710K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.61M+ 316.43% |
$61.5M - $72.3M
|
2.12M
$90.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13K+ 14.48% |
$498K - $585K
|
103K
$4.4M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-91- 0.25% |
$3.48K - $4.09K
|
36.9K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.28K+ 4.63% |
$240K - $282K
|
142K
$6.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
5.25KNew |
$201K - $236K
|
5.25K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.03K+ 18.22% |
$77.6K - $91.2K
|
13.2K
$563K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.4% |
$11.5K - $13.5K
|
75.4K
$3.23M
|