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 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.02K- 4.67% |
$38.8K - $45.6K
|
20.7K
$887K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-141- 1.73% |
$5.39K - $6.34K
|
8K
$342K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
6.11K+ 5.13% |
$234K - $275K
|
125K
$5.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.6K- 53.25% |
$595K - $700K
|
13.7K
$585K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-17.4K- 3.97% |
$663K - $780K
|
420K
$18M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 2.69% |
$40.9K - $48.1K
|
38.8K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.03K- 4.29% |
$192K - $226K
|
112K
$4.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
60+ 0.93% |
$2.29K - $2.7K
|
6.53K
$279K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.09K- 8.19% |
$118K - $139K
|
34.6K
$1.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-77.6K- 14.5% |
$2.96M - $3.49M
|
457K
$19.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-370- 4.34% |
$14.1K - $16.6K
|
8.17K
$349K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.14% |
$879 - $1.03K
|
16.1K
$690K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
557+ 0.91% |
$21.3K - $25K
|
61.4K
$2.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6+ 1.6% |
$229 - $270
|
380
$16.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
14+ 0.15% |
$535 - $629
|
9.13K
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-863- 13.39% |
$33K - $38.8K
|
5.58K
$239K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 29.34% |
$64.9K - $76.3K
|
7.49K
$320K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11+ 0.07% |
$420 - $494
|
16.6K
$712K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-588- 10.91% |
$22.5K - $26.4K
|
4.8K
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-554- 1.9% |
$21.2K - $24.9K
|
28.6K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
20+ 0.61% |
$764 - $899
|
3.32K
$142K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.06K+ 47.27% |
$308K - $362K
|
25.1K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-123- 0.77% |
$4.7K - $5.53K
|
15.8K
$677K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-466- 0.97% |
$17.8K - $20.9K
|
47.7K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-47- 0.44% |
$1.8K - $2.11K
|
10.5K
$450K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-25- 0.41% |
$956 - $1.12K
|
6.11K
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
372+ 453.66% |
$14.2K - $16.7K
|
454
$19.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-12K- 4.99% |
$458K - $539K
|
229K
$9.78M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.21K+ 1.18% |
$46.2K - $54.3K
|
103K
$4.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
71+ 0.83% |
$2.71K - $3.19K
|
8.66K
$370K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-540- 1.3% |
$20.6K - $24.3K
|
41.1K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.9K- 3.88% |
$72.4K - $85.2K
|
46.9K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-104- 0.96% |
$3.97K - $4.67K
|
10.8K
$461K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.38K+ 3.56% |
$52.7K - $62K
|
40.1K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.8K- 5.19% |
$68.6K - $80.7K
|
32.8K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-688- 12.55% |
$26.3K - $30.9K
|
4.79K
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.16K- 24.25% |
$82.5K - $97K
|
6.75K
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
1.46K+ 0.75% |
$55.7K - $65.5K
|
195K
$8.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.02K+ 5.81% |
$77.2K - $90.7K
|
36.7K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.14K+ 20.19% |
$81.9K - $96.3K
|
12.8K
$546K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-773- 11.03% |
$29.5K - $34.7K
|
6.23K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.64K+ 3.04% |
$62.6K - $73.6K
|
55.6K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.27K+ 5.64% |
$163K - $192K
|
79.9K
$3.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-723- 1.52% |
$27.6K - $32.5K
|
46.9K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
232+ 2.59% |
$8.87K - $10.4K
|
9.18K
$393K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-100- 1.39% |
$3.82K - $4.49K
|
7.1K
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.97K+ 8.96% |
$75.4K - $88.6K
|
24K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3.74K- 10.84% |
$143K - $168K
|
30.8K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-268- 5.14% |
$10.2K - $12K
|
4.94K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.21KNew |
$199K - $234K
|
5.21K
$223K
|