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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
301New |
$10.4K - $11.7K
|
301
$12.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
167+ 0.2% |
$5.77K - $6.51K
|
83.3K
$3.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-150- 50.0% |
$5.18K - $5.85K
|
150
$6.42K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150+ 27.03% |
$5.18K - $5.85K
|
705
$30.2K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
1.31K+ 85.61% |
$45.2K - $51K
|
2.84K
$121K
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-10K- 50.0% |
$345K - $390K
|
10K
$428K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$50K - $56.4K
|
1.45K
$61.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
600New |
$20.7K - $23.4K
|
600
$25.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-205- 2.01% |
$7.08K - $7.99K
|
9.99K
$427K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
8.33KNew |
$288K - $325K
|
8.33K
$356K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
68New |
$2.35K - $2.65K
|
68
$2.91K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
97New |
$3.35K - $3.78K
|
97
$4.15K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
288+ 4.77% |
$9.94K - $11.2K
|
6.33K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-84K- 97.67% |
$2.9M - $3.27M
|
2K
$85.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
60.3KNew |
$2.08M - $2.35M
|
60.3K
$2.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-599- 3.34% |
$20.7K - $23.3K
|
17.3K
$741K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11.1KNew |
$385K - $434K
|
11.1K
$476K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-5.72K- 26.83% |
$198K - $223K
|
15.6K
$667K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
313+ 3.41% |
$10.8K - $12.2K
|
9.5K
$407K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
131New |
$4.52K - $5.11K
|
131
$5.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.02K- 81.41% |
$104K - $118K
|
690
$29.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 10.4% |
$6.91K - $7.8K
|
2.12K
$90.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-313- 80.46% |
$10.8K - $12.2K
|
76
$3.25K
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
5.14KNew |
$177K - $200K
|
5.14K
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
215New |
$7.42K - $8.38K
|
215
$9.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
387+ 3.07% |
$13.4K - $15.1K
|
13K
$557K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-25.1K- 8.23% |
$867K - $979K
|
280K
$12M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8.1KNew |
$280K - $316K
|
8.1K
$346K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
89.3KNew |
$3.08M - $3.48M
|
89.3K
$3.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
16.6K+ 210.74% |
$573K - $647K
|
24.5K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.25K+ 17.14% |
$43.2K - $48.7K
|
8.55K
$366K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
533+ 76.14% |
$18.4K - $20.8K
|
1.23K
$52.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-9- 0.01% |
$311 - $351
|
125K
$5.37M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-590- 9.72% |
$20.4K - $23K
|
5.48K
$234K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
225New |
$7.77K - $8.77K
|
225
$9.63K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-500- 61.2% |
$17.3K - $19.5K
|
317
$13.6K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
6.19KNew |
$214K - $241K
|
6.19K
$265K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-8.83K- 1.16% |
$239K - $332K
|
752K
$32.2M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
8.89KNew |
$240K - $335K
|
8.89K
$380K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.29K+ 4.23% |
$34.9K - $48.6K
|
31.8K
$1.36M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
51+ 0.94% |
$1.38K - $1.92K
|
5.48K
$234K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-89- 88.12% |
$2.41K - $3.35K
|
12
$513
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
168+ 1.42% |
$4.54K - $6.32K
|
12K
$512K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
300New |
$8.11K - $11.3K
|
300
$12.8K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.95KNew |
$188K - $262K
|
6.95K
$297K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.5K- 18.72% |
$67.5K - $94.1K
|
10.9K
$464K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-150- 0.15% |
$4.05K - $5.65K
|
100K
$4.28M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
109New |
$2.95K - $4.1K
|
109
$4.66K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
375New |
$10.1K - $14.1K
|
375
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 18.6% |
$35.1K - $48.9K
|
5.69K
$243K
|
|