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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73.1KNew |
$3.03M - $3.51M
|
73.1K
$3.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$632K - $733K
|
15.2K
$670K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.72K- 30.72% |
$113K - $131K
|
6.12K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3.08KNew |
$128K - $148K
|
3.08K
$135K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 1.59% |
$41.5 - $48.1
|
64
$2.82K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$2.53K - $2.93K
|
61
$2.68K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
740+ 12.46% |
$30.7K - $35.6K
|
6.68K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
47+ 0.84% |
$1.95K - $2.26K
|
5.63K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-649- 11.62% |
$26.9K - $31.2K
|
4.94K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
154New |
$6.39K - $7.41K
|
154
$6.78K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-950- 21.6% |
$39.4K - $45.7K
|
3.45K
$152K
|
|
|
Jan 23, 2025
Q4 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-18.8K- 14.97% |
$780K - $904K
|
107K
$4.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.94KNew |
$247K - $286K
|
5.94K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.23KNew |
$300K - $348K
|
7.23K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-225- 4.97% |
$9.34K - $10.8K
|
4.3K
$189K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
24+ 0.5% |
$996 - $1.15K
|
4.82K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
281New |
$11.7K - $13.5K
|
281
$12.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-173- 2.56% |
$7.18K - $8.32K
|
6.57K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-100- 0.68% |
$4.15K - $4.81K
|
14.6K
$642K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.75KNew |
$363K - $421K
|
8.75K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$415 - $481
|
10
$440
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
CALL |
20KNew |
$830K - $962K
|
20K
$880K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-850- 14.35% |
$35.3K - $40.9K
|
5.08K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
155+ 387.5% |
$6.43K - $7.46K
|
195
$8.58K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
716+ 158.06% |
$29.7K - $34.4K
|
1.17K
$51.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.59K+ 13.73% |
$191K - $221K
|
38K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500+ 62.5% |
$20.8K - $24.1K
|
1.3K
$57.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-12- 0.21% |
$498 - $577
|
5.7K
$251K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.3K+ 23.39% |
$53.9K - $62.4K
|
6.85K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
347+ 1156.67% |
$14.4K - $16.7K
|
377
$16.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-550- 8.62% |
$22.8K - $26.5K
|
5.83K
$257K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$2.66K - $3.08K
|
64
$2.82K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-22.6K- 32.06% |
$939K - $1.09M
|
47.9K
$2.11M
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
18.9K+ 33.26% |
$724K - $851K
|
75.9K
$3.34M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
130+ 178.08% |
$4.97K - $5.84K
|
203
$8.93K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
11KNew |
$420K - $494K
|
11K
$484K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-82- 1.57% |
$3.13K - $3.69K
|
5.14K
$226K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4+ 0.41% |
$153 - $180
|
974
$42.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
95+ 0.37% |
$3.63K - $4.27K
|
26K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
623+ 2.36% |
$23.8K - $28K
|
27K
$1.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
59New |
$2.25K - $2.65K
|
59
$2.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
17New |
$650 - $764
|
17
$748
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-44.3K- 28.14% |
$1.69M - $1.99M
|
113K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-98.6K- 80.49% |
$3.77M - $4.43M
|
23.9K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
22.5KNew |
$859K - $1.01M
|
22.5K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-5K- 41.33% |
$191K - $225K
|
7.1K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
PUT |
-2.2K- 25.0% |
$84.1K - $98.9K
|
6.6K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11.1KNew |
$423K - $497K
|
11.1K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
12KNew |
$457K - $537K
|
12K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
PUT |
-23.2K- 92.43% |
$887K - $1.04M
|
1.9K
$83.6K
|
|