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 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-377K- 10.59% |
$15.7M - $18.1M
|
3.18M
$145M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18K+ 5.76% |
$746K - $864K
|
330K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.01K- 8.32% |
$41.9K - $48.5K
|
11.1K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-711K- 26.31% |
$29.5M - $34.2M
|
1.99M
$90.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6K+ 1.1% |
$249K - $289K
|
549K
$25.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
163K+ 163.76% |
$6.78M - $7.85M
|
263K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-113K- 92.71% |
$4.71M - $5.45M
|
8.92K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-175- 2.6% |
$7.26K - $8.42K
|
6.55K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
28.4KNew |
$1.18M - $1.37M
|
28.4K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.5K- 15.83% |
$1.18M - $1.37M
|
151K
$6.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19K+ 4.64% |
$790K - $916K
|
429K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.39M- 70.76% |
$57.7M - $66.9M
|
575K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.14K- 0.88% |
$47.3K - $54.8K
|
129K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
166+ 0.22% |
$6.89K - $7.98K
|
75.7K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-46.8K- 8.12% |
$1.94M - $2.25M
|
529K
$24.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
561K+ 327.96% |
$23.3M - $27M
|
732K
$33.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.67KNew |
$194K - $224K
|
4.67K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.1M+ 12.44% |
$45.7M - $53M
|
9.95M
$454M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.92M- 19.37% |
$79.9M - $92.6M
|
8.01M
$366M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
943+ 4.66% |
$39.1K - $45.4K
|
21.2K
$967K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
24+ 0.42% |
$996 - $1.15K
|
5.78K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.69K+ 0.63% |
$153K - $177K
|
587K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
19+ 0.24% |
$789 - $914
|
7.95K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-46.1K- 53.72% |
$1.92M - $2.22M
|
39.7K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.75K- 5.85% |
$72.7K - $84.3K
|
28.2K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-190K- 12.69% |
$7.89M - $9.14M
|
1.31M
$59.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.26K+ 9.44% |
$218K - $253K
|
61K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.53K- 10.06% |
$147K - $170K
|
31.6K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-17.3K- 15.0% |
$716K - $830K
|
97.8K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
13.3K+ 24.36% |
$552K - $639K
|
67.8K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
164KNew |
$6.81M - $7.89M
|
164K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
17.1K+ 16.6% |
$710K - $823K
|
120K
$5.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-642K- 7.77% |
$26.7M - $30.9M
|
7.62M
$348M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.7K+ 0.34% |
$484K - $561K
|
3.48M
$159M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.49K+ 81.65% |
$352K - $408K
|
18.9K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
994+ 45.41% |
$41.3K - $47.8K
|
3.18K
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-270- 2.51% |
$11.2K - $13K
|
10.5K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
14.1K+ 6.57% |
$586K - $679K
|
229K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-402- 4.51% |
$16.7K - $19.3K
|
8.51K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.84K+ 41.78% |
$118K - $137K
|
9.63K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
13.2K+ 33.11% |
$548K - $636K
|
53.1K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.73K+ 2.97% |
$196K - $227K
|
164K
$7.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 1.12% |
$996 - $1.15K
|
2.17K
$98.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.1K+ 1190.97% |
$378K - $438K
|
9.86K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10K- 44.42% |
$415K - $481K
|
12.5K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-851K- 21.09% |
$35.3M - $40.9M
|
3.18M
$145M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
11.3K+ 13.34% |
$469K - $544K
|
96K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-133- 1.34% |
$5.52K - $6.4K
|
9.81K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2+ 0.03% |
$83 - $96.2
|
5.95K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-49- 0.24% |
$2.03K - $2.36K
|
20.3K
$927K
|