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 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
8.24K+ 281.74% |
$315K - $370K
|
11.2K
$478K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-181- 2.81% |
$6.92K - $8.13K
|
6.27K
$268K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-640- 3.1% |
$24.5K - $28.8K
|
20K
$857K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
991+ 26.18% |
$37.9K - $44.5K
|
4.78K
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
7.09K+ 3.01% |
$271K - $318K
|
243K
$10.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.5K+ 45.97% |
$553K - $650K
|
46K
$1.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
62+ 1.18% |
$2.37K - $2.79K
|
5.33K
$228K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
82+ 1.15% |
$3.13K - $3.69K
|
7.2K
$308K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
247+ 0.24% |
$9.44K - $11.1K
|
105K
$4.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.57K- 12.91% |
$60.1K - $70.6K
|
10.6K
$453K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.6K+ 395.56% |
$61.2K - $72K
|
2.01K
$85.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.62K+ 64.55% |
$138K - $163K
|
9.22K
$394K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.5K+ 25.32% |
$134K - $157K
|
17.3K
$741K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-140- 0.27% |
$5.35K - $6.29K
|
51.6K
$2.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.16K- 14.72% |
$44.2K - $52K
|
6.7K
$287K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
702+ 23.68% |
$26.8K - $31.5K
|
3.67K
$157K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.3K+ 5.78% |
$49.5K - $58.2K
|
23.7K
$1.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
691+ 11.4% |
$26.4K - $31.1K
|
6.75K
$289K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-347- 6.52% |
$13.3K - $15.6K
|
4.98K
$213K
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
61.7K+ 66.44% |
$2.36M - $2.77M
|
155K
$6.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.95K+ 5.79% |
$74.6K - $87.7K
|
35.7K
$1.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-275- 2.61% |
$10.5K - $12.4K
|
10.3K
$439K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
947+ 4.69% |
$36.2K - $42.6K
|
21.1K
$904K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
7+ 0.07% |
$268 - $315
|
10.3K
$443K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-250- 0.97% |
$9.56K - $11.2K
|
25.5K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3New |
$115 - $135
|
3
$128
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.56K+ 29.4% |
$136K - $160K
|
15.7K
$671K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.64K- 13.53% |
$62.7K - $73.7K
|
10.5K
$448K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.71KNew |
$218K - $257K
|
5.71K
$244K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.67K- 4.4% |
$63.8K - $75K
|
36.3K
$1.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
421+ 8.24% |
$16.1K - $18.9K
|
5.53K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
953+ 10.12% |
$36.4K - $42.8K
|
10.4K
$444K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-671- 4.98% |
$25.6K - $30.2K
|
12.8K
$548K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-137- 0.66% |
$5.24K - $6.16K
|
20.6K
$881K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.97K+ 0.73% |
$75.1K - $88.4K
|
270K
$11.6M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-59- 0.38% |
$2.25K - $2.65K
|
15.4K
$657K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9.77K+ 25.87% |
$373K - $439K
|
47.5K
$2.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.21K+ 43.17% |
$84.4K - $99.2K
|
7.32K
$313K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-290- 4.02% |
$11.1K - $13K
|
6.93K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.07K+ 51.6% |
$156K - $183K
|
12K
$512K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.14K+ 41.69% |
$158K - $186K
|
14.1K
$602K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
135+ 4.96% |
$5.16K - $6.07K
|
2.86K
$122K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
77+ 0.4% |
$2.94K - $3.46K
|
19.1K
$818K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
219+ 2.67% |
$8.37K - $9.84K
|
8.42K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
417+ 7.55% |
$15.9K - $18.7K
|
5.94K
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
38+ 0.12% |
$1.45K - $1.71K
|
31K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.04K- 0.86% |
$39.6K - $46.5K
|
120K
$5.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-705- 0.56% |
$26.9K - $31.7K
|
125K
$5.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-533- 3.0% |
$20.4K - $24K
|
17.3K
$738K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.83K- 29.72% |
$108K - $127K
|
6.7K
$287K
|