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
|
Fiducient Advisors LLC
|
BUY
|
- |
400+ 4.49% |
$16.6K - $19.2K
|
9.32K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10K+ 10.99% |
$415K - $481K
|
101K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
257+ 0.57% |
$10.7K - $12.4K
|
45.2K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.61K+ 49.7% |
$357K - $414K
|
25.9K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
697+ 2.1% |
$28.9K - $33.5K
|
33.9K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-115K- 20.69% |
$4.78M - $5.54M
|
441K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-3.43K- 0.16% |
$142K - $165K
|
2.19M
$99.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.65K+ 1.55% |
$276K - $320K
|
436K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-629- 4.64% |
$26.1K - $30.3K
|
12.9K
$591K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.4K- 46.3% |
$266K - $308K
|
7.43K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-288- 4.52% |
$12K - $13.9K
|
6.08K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.2K- 5.16% |
$797K - $924K
|
353K
$16.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-596- 0.71% |
$24.7K - $28.7K
|
83.4K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.47K+ 18.38% |
$102K - $119K
|
15.9K
$725K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-31.8K- 53.82% |
$1.32M - $1.53M
|
27.3K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-7.32K- 1.02% |
$304K - $352K
|
711K
$32.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
98.5K+ 13.48% |
$4.09M - $4.74M
|
829K
$37.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
18.7M+ 26.02% |
$777M - $900M
|
90.6M
$4.14B
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.62K+ 36.43% |
$109K - $126K
|
9.81K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.05K- 16.71% |
$43.4K - $50.3K
|
5.21K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4- 0.03% |
$166 - $192
|
14.6K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
31+ 0.38% |
$1.29K - $1.49K
|
8.23K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.53KNew |
$229K - $266K
|
5.53K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-9.94K- 64.86% |
$412K - $478K
|
5.38K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
11.6KNew |
$483K - $560K
|
11.6K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 19.95% |
$83.6K - $96.8K
|
8.08K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.5KNew |
$560K - $648K
|
13.5K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
10+ 0.1% |
$415 - $481
|
9.6K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
16KNew |
$663K - $769K
|
16K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-3.12K- 39.75% |
$129K - $150K
|
4.73K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-156- 2.54% |
$6.48K - $7.5K
|
6K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
53+ 0.94% |
$2.2K - $2.55K
|
5.66K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.36K+ 0.97% |
$140K - $162K
|
351K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
115K+ 10.92% |
$4.76M - $5.52M
|
1.17M
$53.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
70K+ 1141.36% |
$2.9M - $3.36M
|
76.1K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.44K+ 1.55% |
$101K - $118K
|
160K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
18+ 0.03% |
$747 - $866
|
55.4K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.15K+ 16.48% |
$89.3K - $103K
|
15.2K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.14K+ 4.53% |
$89K - $103K
|
49.5K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-47.7K- 20.5% |
$1.98M - $2.29M
|
185K
$8.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-90K- 59.45% |
$3.74M - $4.33M
|
61.4K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-300- 1.76% |
$12.5K - $14.4K
|
16.7K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-25.7M- 99.78% |
$1.07B - $1.24B
|
56.3K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
336+ 357.45% |
$13.9K - $16.2K
|
430
$19.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
80.2K+ 178.99% |
$3.33M - $3.86M
|
125K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-276K- 99.1% |
$11.4M - $13.3M
|
2.51K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
73.1K+ 39.5% |
$3.04M - $3.52M
|
258K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-43K- 3.28% |
$1.78M - $2.07M
|
1.27M
$57.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-6.9K- 9.11% |
$286K - $332K
|
68.8K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
200+ 0.2% |
$8.3K - $9.62K
|
102K
$4.65M
|