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 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-63.5K- 72.51% |
$2.63M - $3.05M
|
24.1K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
14+ 0.15% |
$581 - $673
|
9.23K
$421K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
250+ 4.13% |
$10.4K - $12K
|
6.3K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.29K- 0.46% |
$53.3K - $61.8K
|
281K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
164K+ 97.91% |
$6.81M - $7.89M
|
332K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.25K- 5.59% |
$51.8K - $60K
|
21.1K
$962K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
29+ 0.43% |
$1.2K - $1.39K
|
6.85K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
86+ 0.18% |
$3.57K - $4.14K
|
48.3K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11.7K+ 6.44% |
$486K - $563K
|
193K
$8.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
33.5K+ 1.12% |
$1.39M - $1.61M
|
3.01M
$138M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.44K+ 283.88% |
$143K - $165K
|
4.65K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
21.1KNew |
$877K - $1.02M
|
21.1K
$965K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.3K+ 8.69% |
$54K - $62.6K
|
16.3K
$743K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-335- 2.17% |
$13.9K - $16.1K
|
15.1K
$688K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
25+ 9.06% |
$1.04K - $1.2K
|
301
$13.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.17KNew |
$90K - $104K
|
2.17K
$98.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
768+ 2.73% |
$31.9K - $36.9K
|
28.9K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
11+ 0.1% |
$457 - $529
|
10.6K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.31K- 17.08% |
$54.4K - $63K
|
6.36K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-360- 3.14% |
$14.9K - $17.3K
|
11.1K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
36+ 0.62% |
$1.49K - $1.73K
|
5.82K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
321+ 3.16% |
$13.3K - $15.4K
|
10.5K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
947+ 0.61% |
$39.3K - $45.6K
|
155K
$7.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.35K+ 10.87% |
$222K - $257K
|
54.5K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.82K- 3.97% |
$117K - $135K
|
68.1K
$3.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-15- 0.1% |
$623 - $722
|
14.5K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.04K- 1.86% |
$251K - $290K
|
318K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-587- 1.28% |
$24.4K - $28.2K
|
45.1K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-95.2K- 48.03% |
$3.95M - $4.58M
|
103K
$4.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-500- 3.29% |
$20.8K - $24.1K
|
14.7K
$670K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.39K- 6.97% |
$57.7K - $66.8K
|
18.5K
$846K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
3+ 30.0% |
$125 - $144
|
13
$594
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5.22K- 21.44% |
$217K - $251K
|
19.1K
$873K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.95K- 2.21% |
$122K - $142K
|
130K
$5.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.25% |
$1.12K - $1.3K
|
10.8K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-26- 0.28% |
$1.08K - $1.25K
|
9.28K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-223- 3.3% |
$9.26K - $10.7K
|
6.53K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.73K+ 6.17% |
$196K - $227K
|
81.3K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
4.62KNew |
$192K - $222K
|
4.62K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.95K+ 785.09% |
$164K - $190K
|
4.45K
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
294+ 5.7% |
$12.2K - $14.1K
|
5.45K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.5K+ 22.29% |
$560K - $648K
|
74K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
70+ 0.1% |
$2.91K - $3.37K
|
72.2K
$3.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-45- 0.67% |
$1.87K - $2.16K
|
6.66K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-298- 5.73% |
$12.4K - $14.3K
|
4.91K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-873- 11.32% |
$36.2K - $42K
|
6.84K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
8.2K+ 15.54% |
$340K - $394K
|
61K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.08K+ 4.62% |
$45K - $52.1K
|
24.5K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-457- 11.16% |
$19K - $22K
|
3.64K
$166K
|