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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-151- 2.44% |
$5.96K - $7.27K
|
6.03K
$217K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 6.85% |
$9.87K - $12K
|
3.4K
$122K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12.1KNew |
$479K - $584K
|
12.1K
$435K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.23KNew |
$246K - $300K
|
6.23K
$224K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-30- 0.55% |
$1.18K - $1.44K
|
5.45K
$195K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.16% |
$39.5 - $48.2
|
637
$22.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-220- 2.16% |
$8.69K - $10.6K
|
9.99K
$359K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.62K+ 15.41% |
$63.8K - $77.8K
|
12.1K
$434K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
21+ 0.06% |
$829 - $1.01K
|
35.4K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.99K- 31.48% |
$78.4K - $95.7K
|
4.32K
$155K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-340- 7.22% |
$13.4K - $16.4K
|
4.37K
$157K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
99.7K+ 2462.45% |
$3.94M - $4.8M
|
104K
$3.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
515+ 21.72% |
$20.3K - $24.8K
|
2.89K
$104K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-739- 6.15% |
$29.2K - $35.6K
|
11.3K
$405K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.25K+ 2.77% |
$49.2K - $60K
|
46.2K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-787- 5.38% |
$31.1K - $37.9K
|
13.8K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.78K+ 2.2% |
$70.2K - $85.6K
|
82.6K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-37.4K- 7.13% |
$1.48M - $1.8M
|
487K
$17.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-49.2K- 48.13% |
$1.94M - $2.37M
|
53K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-513- 2.18% |
$20.3K - $24.7K
|
23.1K
$828K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-21- 0.36% |
$829 - $1.01K
|
5.8K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-149- 14.34% |
$5.88K - $7.17K
|
890
$32K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.6K+ 6.15% |
$417K - $508K
|
182K
$6.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.54K- 0.26% |
$100K - $122K
|
966K
$34.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
986+ 4.06% |
$38.9K - $47.5K
|
25.3K
$908K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-35- 15.49% |
$1.38K - $1.69K
|
191
$6.86K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.38K+ 32.47% |
$173K - $211K
|
17.9K
$641K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.4K- 12.61% |
$55.3K - $67.4K
|
9.7K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-42- 0.02% |
$1.66K - $2.02K
|
170K
$6.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
9.92K+ 67.38% |
$392K - $478K
|
24.6K
$885K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.36K+ 1.54% |
$53.8K - $65.6K
|
89.5K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.98K+ 1.51% |
$157K - $192K
|
267K
$9.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.18K+ 9.4% |
$46.4K - $56.6K
|
13.7K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
3.47K+ 1.78% |
$137K - $167K
|
199K
$7.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
120New |
$4.74K - $5.78K
|
120
$4.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-28- 0.42% |
$1.11K - $1.35K
|
6.63K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
796+ 4.73% |
$31.4K - $38.3K
|
17.6K
$633K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
43.8K+ 4.06% |
$1.73M - $2.11M
|
1.12M
$40.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
150+ 1.84% |
$5.92K - $7.22K
|
8.31K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
944+ 1.23% |
$37.3K - $45.5K
|
77.5K
$2.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-273- 1.42% |
$10.8K - $13.1K
|
18.9K
$678K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
79+ 1.11% |
$3.12K - $3.8K
|
7.19K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-62.6K- 14.71% |
$2.47M - $3.01M
|
363K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-143K- 16.78% |
$5.65M - $6.89M
|
710K
$25.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.98K- 13.65% |
$78.1K - $95.2K
|
12.5K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-344- 1.04% |
$13.6K - $16.6K
|
32.8K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-261- 7.88% |
$10.3K - $12.6K
|
3.05K
$110K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
193+ 3.24% |
$7.62K - $9.29K
|
6.16K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.59% |
$1.97K - $2.41K
|
8.44K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-91- 0.34% |
$3.59K - $4.38K
|
27K
$969K
|