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 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
200+ 0.01% |
$8.3K - $9.62K
|
1.66M
$79.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.5K+ 9.62% |
$62.3K - $72.2K
|
17.1K
$814K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-85.1K- 65.53% |
$3.53M - $4.09M
|
44.8K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.49MNew |
$61.7M - $71.5M
|
1.49M
$70.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.26K- 4.05% |
$93.6K - $109K
|
53.4K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-5.11K- 1.44% |
$212K - $246K
|
348K
$16.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.68K- 43.62% |
$69.9K - $81K
|
2.18K
$104K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.64K+ 2.19% |
$234K - $271K
|
263K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-14.9K- 7.78% |
$619K - $717K
|
177K
$8.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-300- 1.81% |
$12.5K - $14.4K
|
16.3K
$776K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
9.43KNew |
$391K - $453K
|
9.43K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-175K- 3.69% |
$7.26M - $8.41M
|
4.56M
$217M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-26.9K- 9.15% |
$1.12M - $1.3M
|
267K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
266+ 1.77% |
$11K - $12.8K
|
15.3K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
907+ 2.54% |
$37.6K - $43.6K
|
36.6K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.09K+ 18.69% |
$45.4K - $52.6K
|
6.94K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.94K+ 14.44% |
$163K - $189K
|
31.2K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.2K+ 76.66% |
$963K - $1.12M
|
53.5K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-14.9K- 1.98% |
$619K - $717K
|
737K
$35.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.57K+ 64.23% |
$273K - $316K
|
16.8K
$800K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3+ 0.74% |
$125 - $144
|
410
$19.5K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.49KNew |
$311K - $360K
|
7.49K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
17+ 0.01% |
$706 - $818
|
195K
$9.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.08KNew |
$128K - $148K
|
3.08K
$146K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-39- 0.34% |
$1.62K - $1.88K
|
11.5K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
270New |
$11.2K - $13K
|
270
$12.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
420+ 0.76% |
$17.4K - $20.2K
|
56K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.78K+ 1.53% |
$323K - $374K
|
517K
$24.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.2K- 3.26% |
$49.6K - $57.5K
|
35.5K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1.09K- 3.81% |
$45.2K - $52.4K
|
27.5K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.75K- 8.72% |
$72.5K - $84K
|
18.3K
$870K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12.6K- 24.8% |
$524K - $607K
|
38.3K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-693- 0.27% |
$28.8K - $33.3K
|
260K
$12.4M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-55.3K- 5.17% |
$2.3M - $2.66M
|
1.02M
$48.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-21.1K- 2.5% |
$875K - $1.01M
|
821K
$39.1M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 2.29% |
$62.3K - $72.2K
|
63.9K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.02K- 7.89% |
$42.3K - $49K
|
11.9K
$566K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-9- 0.24% |
$374 - $433
|
3.67K
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-55.6K- 2.21% |
$2.31M - $2.67M
|
2.46M
$117M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 0.14% |
$208 - $241
|
3.61K
$172K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 0.81% |
$374 - $433
|
1.12K
$53.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.73K- 1.76% |
$113K - $131K
|
152K
$7.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
32KNew |
$1.33M - $1.54M
|
32K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.54K- 13.42% |
$64.1K - $74.3K
|
9.96K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.92K- 8.01% |
$79.6K - $92.2K
|
22K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-22K- 52.36% |
$912K - $1.06M
|
20K
$953K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
9.96KNew |
$413K - $479K
|
9.96K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
58.6KNew |
$2.43M - $2.82M
|
58.6K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.04K- 1.5% |
$126K - $146K
|
200K
$9.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.24K- 9.17% |
$176K - $204K
|
41.9K
$2M
|