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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-105K- 13.47% |
$4.01M - $4.71M
|
673K
$29.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$30.6K - $36K
|
800
$35.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.61K- 73.0% |
$61.4K - $72.2K
|
594
$26.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-542- 33.15% |
$20.7K - $24.4K
|
1.09K
$48.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
12.4K+ 2.73% |
$472K - $555K
|
464K
$20.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
142+ 184.42% |
$5.43K - $6.38K
|
219
$9.63K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$115 - $135
|
9.31K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.79K+ 8.09% |
$221K - $260K
|
77.3K
$3.4M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
7New |
$268 - $315
|
7
$308
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
45.4KNew |
$1.73M - $2.04M
|
45.4K
$1.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
4.48K+ 1.77% |
$171K - $201K
|
257K
$11.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-248- 0.42% |
$9.48K - $11.1K
|
58.1K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
861+ 0.33% |
$32.9K - $38.7K
|
263K
$11.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
149K+ 900.98% |
$5.71M - $6.71M
|
166K
$7.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2.29K- 17.21% |
$87.5K - $103K
|
11K
$485K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
27.4KNew |
$1.05M - $1.23M
|
27.4K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
930+ 0.51% |
$35.5K - $41.8K
|
182K
$7.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
356New |
$13.6K - $16K
|
356
$15.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
14.7K+ 56.62% |
$563K - $661K
|
40.7K
$1.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-59- 0.22% |
$2.25K - $2.65K
|
26.7K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-197- 0.65% |
$7.53K - $8.85K
|
30.2K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
18+ 0.38% |
$688 - $809
|
4.74K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.02K- 4.67% |
$38.8K - $45.6K
|
20.7K
$912K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-141- 1.73% |
$5.39K - $6.34K
|
8K
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6.11K+ 5.13% |
$234K - $275K
|
125K
$5.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.6K- 53.25% |
$595K - $700K
|
13.7K
$602K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-17.4K- 3.97% |
$663K - $780K
|
420K
$18.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 2.69% |
$40.9K - $48.1K
|
38.8K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.03K- 4.29% |
$192K - $226K
|
112K
$4.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
60+ 0.93% |
$2.29K - $2.7K
|
6.53K
$287K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.09K- 8.19% |
$118K - $139K
|
34.6K
$1.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-77.6K- 14.5% |
$2.96M - $3.49M
|
457K
$20.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-370- 4.34% |
$14.1K - $16.6K
|
8.17K
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.14% |
$879 - $1.03K
|
16.1K
$709K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
557+ 0.91% |
$21.3K - $25K
|
61.4K
$2.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6+ 1.6% |
$229 - $270
|
380
$16.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
14+ 0.15% |
$535 - $629
|
9.13K
$402K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-863- 13.39% |
$33K - $38.8K
|
5.58K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 29.34% |
$64.9K - $76.3K
|
7.49K
$329K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11+ 0.07% |
$420 - $494
|
16.6K
$732K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-588- 10.91% |
$22.5K - $26.4K
|
4.8K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-554- 1.9% |
$21.2K - $24.9K
|
28.6K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
20+ 0.61% |
$764 - $899
|
3.32K
$146K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.06K+ 47.27% |
$308K - $362K
|
25.1K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-123- 0.77% |
$4.7K - $5.53K
|
15.8K
$696K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-466- 0.97% |
$17.8K - $20.9K
|
47.7K
$2.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-47- 0.44% |
$1.8K - $2.11K
|
10.5K
$463K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-25- 0.41% |
$956 - $1.12K
|
6.11K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
372+ 453.66% |
$14.2K - $16.7K
|
454
$20K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-12K- 4.99% |
$458K - $539K
|
229K
$10.1M
|