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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.91K- 12.76% |
$138K - $157K
|
26.7K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.07K- 65.45% |
$73.4K - $83.3K
|
1.09K
$47.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-4.35K- 4.17% |
$154K - $175K
|
100K
$4.33M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
170+ 2.45% |
$6.02K - $6.83K
|
7.12K
$308K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.1% |
$70.8 - $80.4
|
1.96K
$84.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
348+ 0.82% |
$12.3K - $14K
|
42.8K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-261- 3.9% |
$9.24K - $10.5K
|
6.43K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.28KNew |
$258K - $293K
|
7.28K
$315K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
3.25KNew |
$115K - $130K
|
3.25K
$141K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.75KNew |
$133K - $151K
|
3.75K
$162K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
5.2KNew |
$184K - $209K
|
5.2K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.5K- 18.43% |
$53.1K - $60.3K
|
6.64K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
7K+ 46.67% |
$248K - $281K
|
22K
$953K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
40New |
$1.42K - $1.61K
|
40
$1.73K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
16New |
$567 - $643
|
16
$693
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
767New |
$27.2K - $30.8K
|
767
$33.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.99K- 7.99% |
$70.5K - $80K
|
22.9K
$993K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10.9K- 59.62% |
$385K - $437K
|
7.37K
$319K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
60+ 7.26% |
$2.12K - $2.41K
|
887
$38.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.12K+ 72.63% |
$111K - $125K
|
7.42K
$322K
|
|
|
Jul 19, 2024
Q2 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-285- 2.38% |
$10.1K - $11.5K
|
11.7K
$506K
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-7.27K- 49.86% |
$257K - $292K
|
7.31K
$317K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
165New |
$5.84K - $6.63K
|
165
$7.15K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
7.19KNew |
$255K - $289K
|
7.19K
$312K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
4K+ 181.98% |
$142K - $161K
|
6.2K
$268K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 6.12% |
$106 - $121
|
52
$2.25K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19New |
$673 - $763
|
19
$823
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-150- 0.95% |
$5.31K - $6.03K
|
15.6K
$677K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.35K+ 12.01% |
$47.6K - $54K
|
12.5K
$543K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 1.64% |
$177 - $201
|
309
$13.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$513K - $582K
|
14.5K
$628K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-655- 14.45% |
$23.2K - $26.3K
|
3.88K
$168K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.4K+ 82.76% |
$85K - $96.4K
|
5.3K
$230K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-140- 1.33% |
$4.96K - $5.63K
|
10.4K
$450K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.41K- 56.69% |
$49.9K - $56.7K
|
1.08K
$46.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
24+ 0.52% |
$850 - $964
|
4.61K
$200K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3.3K+ 22.97% |
$117K - $133K
|
17.7K
$765K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
416+ 3.85% |
$14.7K - $16.7K
|
11.2K
$486K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-6.33K- 41.63% |
$224K - $254K
|
8.88K
$385K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
SELL
|
- |
-4.28K- 38.64% |
$152K - $172K
|
6.8K
$295K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-598- 5.45% |
$21.2K - $24K
|
10.4K
$450K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-455- 7.43% |
$16.1K - $18.3K
|
5.67K
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-19- 5.26% |
$673 - $763
|
342
$14.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1K- 0.3% |
$35.4K - $40.2K
|
334K
$14.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-162- 33.61% |
$5.74K - $6.51K
|
320
$13.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$425 - $482
|
12
$520
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
150New |
$5.31K - $6.03K
|
150
$6.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 21.88% |
$10.6K - $12.1K
|
1.67K
$72.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-87- 11.69% |
$3.08K - $3.5K
|
657
$28.5K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-192- 61.54% |
$6.8K - $7.71K
|
120
$5.2K
|