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 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
10.6K+ 199.96% |
$404K - $475K
|
15.9K
$690K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6- 0.03% |
$229 - $270
|
20.4K
$889K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.4K+ 48.89% |
$53.6K - $63.1K
|
4.27K
$186K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
819+ 4.72% |
$31.3K - $36.8K
|
18.2K
$791K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
426+ 1.95% |
$16.3K - $19.1K
|
22.3K
$972K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.1KNew |
$233K - $274K
|
6.1K
$266K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
307+ 1.14% |
$11.7K - $13.8K
|
27.2K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-6.41K- 7.2% |
$245K - $288K
|
82.6K
$3.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 1.2% |
$382 - $449
|
843
$36.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-2.67K- 5.21% |
$102K - $120K
|
48.6K
$2.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.96K- 17.09% |
$266K - $313K
|
33.8K
$1.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
300New |
$11.5K - $13.5K
|
300
$13.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-18.4K- 15.81% |
$702K - $826K
|
97.9K
$4.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.9K- 4.99% |
$721K - $848K
|
359K
$15.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
909+ 83.93% |
$34.7K - $40.9K
|
1.99K
$86.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
684+ 8.5% |
$26.1K - $30.7K
|
8.73K
$380K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.43K+ 170.8% |
$131K - $154K
|
5.44K
$237K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.46K+ 0.49% |
$55.8K - $65.7K
|
299K
$13M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.59K+ 7.9% |
$252K - $296K
|
90K
$3.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-93- 37.65% |
$3.55K - $4.18K
|
154
$6.71K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63+ 1.18% |
$2.41K - $2.83K
|
5.41K
$236K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-594- 3.41% |
$22.7K - $26.7K
|
16.8K
$732K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-79- 1.15% |
$3.02K - $3.55K
|
6.77K
$295K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.35KNew |
$204K - $240K
|
5.35K
$233K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
8.24K+ 281.74% |
$315K - $370K
|
11.2K
$486K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
74+ 1.34% |
$2.83K - $3.33K
|
5.62K
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-181- 2.81% |
$6.92K - $8.13K
|
6.27K
$273K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-84.4K- 6.03% |
$3.23M - $3.79M
|
1.31M
$57.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-640- 3.1% |
$24.5K - $28.8K
|
20K
$872K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
991+ 26.18% |
$37.9K - $44.5K
|
4.78K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
7.09K+ 3.01% |
$271K - $318K
|
243K
$10.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.5K+ 45.97% |
$553K - $650K
|
46K
$2M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
62+ 1.18% |
$2.37K - $2.79K
|
5.33K
$232K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
82+ 1.15% |
$3.13K - $3.69K
|
7.2K
$313K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
247+ 0.24% |
$9.44K - $11.1K
|
105K
$4.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.57K- 12.91% |
$60.1K - $70.6K
|
10.6K
$462K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.6K+ 395.56% |
$61.2K - $72K
|
2.01K
$87.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.62K+ 64.55% |
$138K - $163K
|
9.22K
$401K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.5K+ 25.32% |
$134K - $157K
|
17.3K
$754K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-140- 0.27% |
$5.35K - $6.29K
|
51.6K
$2.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.16K- 14.72% |
$44.2K - $52K
|
6.7K
$292K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
702+ 23.68% |
$26.8K - $31.5K
|
3.67K
$160K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.3K+ 5.78% |
$49.5K - $58.2K
|
23.7K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
691+ 11.4% |
$26.4K - $31.1K
|
6.75K
$294K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
180+ 0.8% |
$6.88K - $8.09K
|
22.6K
$984K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-347- 6.52% |
$13.3K - $15.6K
|
4.98K
$217K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-5.59K- 5.79% |
$214K - $251K
|
90.9K
$3.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
61.7K+ 66.44% |
$2.36M - $2.77M
|
155K
$6.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.95K+ 5.79% |
$74.6K - $87.7K
|
35.7K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-6.73K- 40.83% |
$257K - $303K
|
9.76K
$425K
|