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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.55K+ 9.14% |
$272K - $315K
|
78.2K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-91.4K- 80.46% |
$3.79M - $4.39M
|
22.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
70.6K+ 81.58% |
$2.93M - $3.39M
|
157K
$7.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
10.9KNew |
$453K - $524K
|
10.9K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
529+ 6.24% |
$22K - $25.4K
|
9K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.07K- 7.17% |
$44.3K - $51.3K
|
13.8K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.05KNew |
$376K - $435K
|
9.05K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
354K+ 1031.34% |
$14.7M - $17M
|
388K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-509- 2.27% |
$21.1K - $24.5K
|
21.9K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.47K+ 13.04% |
$352K - $407K
|
73.4K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-356- 0.26% |
$14.8K - $17.1K
|
135K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-148- 12.94% |
$6.14K - $7.12K
|
996
$45.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-11.9K- 17.46% |
$492K - $570K
|
56K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.77K- 11.48% |
$198K - $229K
|
36.8K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-339- 0.1% |
$14.1K - $16.3K
|
327K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
CALL |
-100K- 24.96% |
$4.15M - $4.81M
|
301K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.25KNew |
$93.4K - $108K
|
2.25K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
231KNew |
$9.58M - $11.1M
|
231K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
6.67KNew |
$277K - $321K
|
6.67K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20KNew |
$830K - $962K
|
20K
$913K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
13KNew |
$540K - $625K
|
13K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
41.6KNew |
$1.73M - $2M
|
41.6K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.72M- 8.87% |
$154M - $179M
|
38.2M
$1.75B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
63.7KNew |
$2.64M - $3.06M
|
63.7K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.23K- 12.29% |
$50.8K - $58.9K
|
8.75K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-1.48K- 9.78% |
$61.5K - $71.2K
|
13.7K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.81K+ 150.01% |
$324K - $376K
|
13K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-4.44K- 2.0% |
$184K - $213K
|
218K
$9.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
6.68KNew |
$277K - $321K
|
6.68K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
623+ 8.79% |
$25.9K - $30K
|
7.71K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.02K+ 0.74% |
$83.7K - $97K
|
276K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.2K- 6.01% |
$425K - $493K
|
160K
$7.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-110- 1.24% |
$4.57K - $5.29K
|
8.8K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
16.5K+ 7.5% |
$683K - $791K
|
236K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-395- 4.45% |
$16.4K - $19K
|
8.48K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
84+ 0.5% |
$3.49K - $4.04K
|
16.7K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-500- 1.65% |
$20.8K - $24.1K
|
29.7K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
18.1K+ 44.67% |
$749K - $868K
|
58.5K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9K+ 168.24% |
$374K - $433K
|
14.4K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.52K- 18.92% |
$271K - $314K
|
28K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
591+ 2.85% |
$24.5K - $28.4K
|
21.4K
$975K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4.34K+ 8.76% |
$180K - $209K
|
53.9K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-16.3K- 26.34% |
$677K - $785K
|
45.6K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
265K+ 4.51% |
$11M - $12.7M
|
6.14M
$281M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
PUT |
13.7K+ 44.48% |
$569K - $659K
|
44.5K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-17.3K- 1.01% |
$716K - $830K
|
1.69M
$77.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.32K- 0.72% |
$96.5K - $112K
|
320K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
735+ 79.8% |
$30.5K - $35.4K
|
1.66K
$75.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.09M+ 22.74% |
$45.1M - $52.2M
|
5.86M
$268M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-5.61K- 3.33% |
$233K - $270K
|
163K
$7.42M
|