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 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
276New |
$10.5K - $12.4K
|
276
$12.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
5K+ 34.08% |
$191K - $225K
|
19.7K
$865K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.72K+ 6.31% |
$180K - $212K
|
79.5K
$3.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
10.6KNew |
$405K - $477K
|
10.6K
$467K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.29K- 1.51% |
$49.4K - $58.1K
|
84.2K
$3.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
21.6KNew |
$825K - $971K
|
21.6K
$950K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
795+ 6.46% |
$30.4K - $35.7K
|
13.1K
$576K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.2K- 6.23% |
$45.7K - $53.8K
|
18K
$792K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 34.72% |
$3.82K - $4.49K
|
188
$8.27K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-125- 4.15% |
$4.78K - $5.62K
|
2.89K
$127K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.31K+ 9.26% |
$49.9K - $58.7K
|
15.4K
$678K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.98% |
$153 - $180
|
411
$18.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
442+ 3.04% |
$16.9K - $19.9K
|
15K
$659K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.51K- 30.0% |
$211K - $248K
|
12.9K
$566K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.25K- 18.11% |
$47.9K - $56.3K
|
5.66K
$249K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
538+ 9.43% |
$20.6K - $24.2K
|
6.25K
$275K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.03% |
$76.4 - $89.9
|
6.74K
$297K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-218- 0.35% |
$8.33K - $9.8K
|
61.9K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-14.8K- 60.9% |
$565K - $664K
|
9.49K
$417K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
388+ 1.6% |
$14.8K - $17.4K
|
24.7K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
432+ 0.15% |
$16.5K - $19.4K
|
279K
$12.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.46K- 0.86% |
$55.8K - $65.6K
|
168K
$7.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.03K- 19.6% |
$154K - $181K
|
16.5K
$728K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-38- 0.17% |
$1.45K - $1.71K
|
22K
$970K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.15K+ 20.81% |
$43.8K - $51.5K
|
6.66K
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-113- 2.69% |
$4.32K - $5.08K
|
4.09K
$180K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
69+ 1.36% |
$2.64K - $3.1K
|
5.13K
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.58KNew |
$213K - $251K
|
5.58K
$246K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.47K+ 14.01% |
$133K - $156K
|
28.2K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
389+ 4.03% |
$14.9K - $17.5K
|
10K
$442K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.57K+ 15.77% |
$59.9K - $70.4K
|
11.5K
$506K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.48KNew |
$171K - $201K
|
4.48K
$197K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.62K- 14.66% |
$100K - $118K
|
15.2K
$670K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-723- 7.23% |
$27.6K - $32.5K
|
9.27K
$408K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 2.75% |
$51.5K - $60.6K
|
50.4K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 4.26% |
$58.6K - $68.9K
|
34.5K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.82K+ 507.26% |
$184K - $217K
|
5.78K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
15.5K+ 250.95% |
$594K - $698K
|
21.7K
$956K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
71+ 0.29% |
$2.71K - $3.19K
|
24.3K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 4.43% |
$51.7K - $60.8K
|
31.9K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
206+ 0.58% |
$7.87K - $9.26K
|
36K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.01K- 4.55% |
$38.6K - $45.4K
|
21.2K
$932K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.15K- 5.07% |
$120K - $142K
|
59K
$2.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.63% |
$306 - $360
|
1.27K
$56K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.25% |
$191 - $225
|
404
$17.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
4.15K+ 34.96% |
$159K - $187K
|
16K
$705K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
3.49K+ 336.68% |
$133K - $157K
|
4.52K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4.19K- 1.64% |
$160K - $188K
|
252K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.5K- 5.15% |
$1.43M - $1.69M
|
690K
$30.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.5K- 0.56% |
$785K - $923K
|
3.61M
$159M
|