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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-105- 10.3% |
$4.01K - $4.72K
|
914
$40.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.06KNew |
$40.6K - $47.7K
|
1.06K
$46.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.37KNew |
$52.2K - $61.4K
|
1.37K
$60.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-357K- 66.35% |
$13.7M - $16.1M
|
181K
$7.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.87KNew |
$186K - $219K
|
4.87K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.91K- 32.94% |
$188K - $221K
|
10K
$440K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
165+ 82.5% |
$6.31K - $7.42K
|
365
$16.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
16New |
$612 - $719
|
16
$704
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.67KNew |
$178K - $210K
|
4.67K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-200- 2.63% |
$7.64K - $8.99K
|
7.4K
$326K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.3KNew |
$49.7K - $58.5K
|
1.3K
$57.3K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.47KNew |
$286K - $336K
|
7.47K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.05KNew |
$193K - $227K
|
5.05K
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 11.54% |
$688 - $809
|
174
$7.66K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
35+ 0.64% |
$1.34K - $1.57K
|
5.53K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-76- 1.36% |
$2.9K - $3.42K
|
5.5K
$242K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.73K+ 1.94% |
$66K - $77.7K
|
90.6K
$3.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
348New |
$13.3K - $15.6K
|
348
$15.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-4.47K- 98.31% |
$171K - $201K
|
77
$3.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15+ 1.25% |
$573 - $674
|
1.22K
$53.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
6.55K+ 14.54% |
$250K - $294K
|
51.6K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
6.55KNew |
$250K - $294K
|
6.55K
$288K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 34.72% |
$3.82K - $4.49K
|
188
$8.27K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.5K- 0.56% |
$785K - $923K
|
3.61M
$159M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-105K- 13.47% |
$4.01M - $4.71M
|
673K
$29.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.61K- 73.0% |
$61.4K - $72.2K
|
594
$26.1K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
7New |
$268 - $315
|
7
$308
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
356New |
$13.6K - $16K
|
356
$15.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.14% |
$879 - $1.03K
|
16.1K
$709K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.38K+ 3.56% |
$52.7K - $62K
|
40.1K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$92.9K - $109K
|
2.43K
$107K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
5.47KNew |
$209K - $246K
|
5.47K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-24- 0.11% |
$917 - $1.08K
|
22.3K
$981K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.4K+ 48.89% |
$53.6K - $63.1K
|
4.27K
$188K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.96K- 17.09% |
$266K - $313K
|
33.8K
$1.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
300New |
$11.5K - $13.5K
|
300
$13.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.35KNew |
$204K - $240K
|
5.35K
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
702+ 23.68% |
$26.8K - $31.5K
|
3.67K
$161K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3New |
$115 - $135
|
3
$132
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-59- 0.38% |
$2.25K - $2.65K
|
15.4K
$676K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 29.76% |
$3.82K - $4.49K
|
436
$19.2K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.3K- 47.1% |
$279K - $328K
|
8.2K
$361K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
100KNew |
$3.54M - $4.02M
|
100K
$4.4M
|
|
|
Apr 25, 2025
Q2 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
29.9K+ 35.67% |
$1.06M - $1.2M
|
114K
$5M
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
15.1KNew |
$533K - $605K
|
15.1K
$662K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
51New |
$1.81K - $2.05K
|
51
$2.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.07K+ 67.05% |
$215K - $244K
|
15.1K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
1.7MNew |
$60.3M - $68.5M
|
1.7M
$75M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
445New |
$15.8K - $17.9K
|
445
$19.6K
|
|