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 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-600- 5.02% |
$23.7K - $28.9K
|
11.4K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
409K+ 5.36% |
$16.1M - $19.7M
|
8.03M
$317M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.97K+ 47.53% |
$196K - $239K
|
15.4K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
143KNew |
$5.64M - $6.88M
|
143K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.11K- 90.1% |
$43.8K - $53.4K
|
122
$4.82K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.99K+ 18.14% |
$157K - $192K
|
26K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46.8K+ 2.25% |
$1.85M - $2.25M
|
2.12M
$83.9M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
10.1K+ 3.59% |
$398K - $485K
|
291K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-193- 2.0% |
$7.62K - $9.29K
|
9.44K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
605+ 5.86% |
$23.9K - $29.1K
|
10.9K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.35K+ 0.67% |
$92.8K - $113K
|
351K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
SELL
|
- |
-64K- 5.87% |
$2.53M - $3.08M
|
1.03M
$40.6M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12.3K+ 7.02% |
$486K - $593K
|
188K
$7.41M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.08KNew |
$200K - $244K
|
5.08K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.11K- 3.16% |
$43.8K - $53.4K
|
34K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
395KNew |
$15.6M - $19M
|
395K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-445- 6.05% |
$17.6K - $21.4K
|
6.92K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-81.6K- 33.88% |
$3.22M - $3.93M
|
159K
$6.29M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
15.2KNew |
$600K - $731K
|
15.2K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
645+ 2.62% |
$25.5K - $31.1K
|
25.3K
$997K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
897+ 4.06% |
$35.4K - $43.2K
|
23K
$907K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.99K+ 69.36% |
$276K - $337K
|
17.1K
$674K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
BUY
|
- |
7.68K+ 2.85% |
$303K - $370K
|
277K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-548K- 12.28% |
$21.6M - $26.4M
|
3.92M
$155M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
300New |
$11.8K - $14.4K
|
300
$11.9K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-4.81K- 2.89% |
$190K - $232K
|
162K
$6.39M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-48.5K- 10.13% |
$1.92M - $2.34M
|
431K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-155- 2.28% |
$6.12K - $7.46K
|
6.64K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
533+ 2.5% |
$21K - $25.7K
|
21.9K
$865K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21.9K+ 231.08% |
$866K - $1.06M
|
31.4K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
88.9K+ 32.87% |
$3.51M - $4.28M
|
359K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.59K- 0.48% |
$181K - $221K
|
957K
$37.8M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
11.9K+ 7.29% |
$468K - $571K
|
174K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
95.3K+ 52.14% |
$3.76M - $4.59M
|
278K
$11M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.16M+ 21.84% |
$85.2M - $104M
|
12M
$476M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
141K+ 0.5% |
$5.55M - $6.77M
|
28.1M
$1.11B
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 5.12% |
$537K - $655K
|
279K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-24.4K- 9.25% |
$963K - $1.17M
|
239K
$9.46M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.68K+ 14.66% |
$66.2K - $80.7K
|
13.1K
$518K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-9.21K- 1.93% |
$364K - $444K
|
468K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-93.6K- 2.9% |
$3.7M - $4.51M
|
3.14M
$124M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6.27K+ 77.66% |
$248K - $302K
|
14.4K
$567K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
22.8KNew |
$899K - $1.1M
|
22.8K
$900K
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
75+ 0.78% |
$2.96K - $3.61K
|
9.69K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 44.95% |
$405K - $494K
|
12.6K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-189K- 72.45% |
$7.45M - $9.09M
|
71.8K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.38K+ 2.77% |
$133K - $163K
|
126K
$4.96M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.86K- 1.44% |
$152K - $186K
|
264K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
225K+ 1695.17% |
$8.9M - $10.9M
|
239K
$9.43M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-29.8K- 1.41% |
$1.18M - $1.44M
|
2.08M
$82.2M
|