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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17+ 0.14% |
$671 - $819
|
12.6K
$496K
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
90.3K+ 15.82% |
$3.57M - $4.35M
|
661K
$26.1M
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
6.71K+ 8.87% |
$265K - $323K
|
82.4K
$3.25M
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-143K- 86.91% |
$5.63M - $6.86M
|
21.5K
$848K
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
CALL |
-164K- 83.9% |
$6.48M - $7.9M
|
31.5K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-300- 5.16% |
$11.8K - $14.4K
|
5.51K
$218K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
38+ 0.46% |
$1.5K - $1.83K
|
8.26K
$326K
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.9K+ 0.62% |
$666K - $812K
|
2.74M
$108M
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15New |
$592 - $722
|
15
$593
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
170KNew |
$6.73M - $8.2M
|
170K
$6.73M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.54K- 2.87% |
$60.8K - $74.2K
|
52.2K
$2.06M
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.52K- 11.14% |
$139K - $169K
|
28K
$1.11M
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-786- 13.72% |
$31K - $37.8K
|
4.94K
$195K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-53- 0.86% |
$2.09K - $2.55K
|
6.11K
$241K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
576+ 6.83% |
$22.7K - $27.7K
|
9.01K
$356K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
158K+ 641.46% |
$6.24M - $7.61M
|
183K
$7.22M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.4K+ 10.37% |
$766K - $935K
|
207K
$8.16M
|
|
May 14, 2025
Q1 2025
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
235K+ 39.15% |
$9.26M - $11.3M
|
834K
$32.9M
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-29.7K- 73.79% |
$1.17M - $1.43M
|
10.5K
$417K
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.76K+ 31.6% |
$109K - $133K
|
11.5K
$455K
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-641- 6.44% |
$25.3K - $30.9K
|
9.32K
$368K
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
5+ 0.09% |
$197 - $241
|
5.67K
$224K
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
9.11K+ 14.92% |
$359K - $438K
|
70.1K
$2.77M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.75K+ 8.92% |
$148K - $180K
|
45.8K
$1.81M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.7K- 3.24% |
$107K - $130K
|
80.7K
$3.19M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.9K- 1.42% |
$904K - $1.1M
|
1.59M
$62.7M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.26K- 17.21% |
$208K - $253K
|
25.3K
$1M
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-2.55K- 0.99% |
$101K - $123K
|
254K
$10M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
658+ 263.2% |
$26K - $31.7K
|
908
$35.9K
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.01% |
$395 - $482
|
106K
$4.21M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.47K- 1.67% |
$374K - $456K
|
558K
$22M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.98K- 11.54% |
$78K - $95.1K
|
15.1K
$598K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.61K- 8.48% |
$103K - $126K
|
28.2K
$1.11M
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-214K- 93.56% |
$8.46M - $10.3M
|
14.7K
$583K
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-97- 1.05% |
$3.83K - $4.67K
|
9.19K
$363K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
397+ 1526.92% |
$15.7K - $19.1K
|
423
$16.7K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33.1K- 9.38% |
$1.31M - $1.59M
|
320K
$12.6M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.11K- 17.62% |
$43.8K - $53.4K
|
5.19K
$205K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17K- 7.02% |
$672K - $819K
|
225K
$8.9M
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-363- 1.24% |
$14.3K - $17.5K
|
28.9K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-20.8K- 0.95% |
$820K - $1M
|
2.17M
$85.5M
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-9.9K- 1.35% |
$391K - $477K
|
722K
$28.5M
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.36K- 9.07% |
$132K - $162K
|
33.6K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.03M+ 140.59% |
$40.8M - $49.8M
|
1.77M
$69.9M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
748K+ 96.11% |
$29.5M - $36M
|
1.53M
$60.3M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
79.1KNew |
$3.12M - $3.81M
|
79.1K
$3.12M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.53K+ 7.68% |
$60.5K - $73.8K
|
21.5K
$848K
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-361- 0.67% |
$14.3K - $17.4K
|
53.3K
$2.1M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-31K- 26.68% |
$1.22M - $1.49M
|
85.1K
$3.36M
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
29+ 0.54% |
$1.14K - $1.4K
|
5.43K
$215K
|