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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
4.3K+ 5.81% |
$164K - $193K
|
78.3K
$3.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Freemont Management S.A.
|
BUY
|
- |
58.4KNew |
$2.23M - $2.62M
|
58.4K
$2.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-117- 1.83% |
$4.47K - $5.26K
|
6.26K
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.18K+ 94.6% |
$236K - $278K
|
12.7K
$560K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
930+ 332.14% |
$35.5K - $41.8K
|
1.21K
$53.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.38K+ 10.48% |
$282K - $331K
|
77.8K
$3.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
166+ 0.47% |
$6.34K - $7.46K
|
35.2K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
20.3K+ 93.78% |
$777K - $913K
|
42K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
8.5KNew |
$325K - $382K
|
8.5K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-280- 0.74% |
$10.7K - $12.6K
|
37.6K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.2K+ 4.63% |
$428K - $503K
|
253K
$11.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-147- 13.69% |
$5.62K - $6.61K
|
927
$40.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 0.83% |
$1.03K - $1.21K
|
3.28K
$144K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.7K- 0.43% |
$65K - $76.4K
|
391K
$17.2M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.39K+ 10.65% |
$91.2K - $107K
|
24.8K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
20.1K+ 5103.56% |
$767K - $901K
|
20.5K
$900K
|
|
|
Nov 04, 2024
Q3 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-96.2K- 83.76% |
$3.68M - $4.32M
|
18.7K
$821K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
13.6KNew |
$520K - $611K
|
13.6K
$598K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.42K- 9.98% |
$54.2K - $63.7K
|
12.8K
$563K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-11.8K- 14.74% |
$452K - $531K
|
68.4K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-150- 0.67% |
$5.73K - $6.74K
|
22.3K
$979K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.95K- 6.13% |
$151K - $178K
|
60.5K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.34K- 7.77% |
$89.5K - $105K
|
27.8K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-652- 5.38% |
$24.9K - $29.3K
|
11.5K
$505K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-836- 0.25% |
$32K - $37.6K
|
337K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.22K+ 10.73% |
$46.6K - $54.8K
|
12.6K
$553K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-105- 10.3% |
$4.01K - $4.72K
|
914
$40.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-4.32K- 3.54% |
$165K - $194K
|
118K
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-4.94K- 12.16% |
$189K - $222K
|
35.7K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-219K- 42.09% |
$8.35M - $9.82M
|
301K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
362+ 4.98% |
$13.8K - $16.3K
|
7.63K
$335K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-56.9K- 25.35% |
$2.17M - $2.56M
|
168K
$7.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-185K- 23.55% |
$7.07M - $8.32M
|
601K
$26.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.06KNew |
$40.6K - $47.7K
|
1.06K
$46.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
9.9KNew |
$378K - $445K
|
9.9K
$435K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
15.7K+ 3.39% |
$601K - $707K
|
479K
$21.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-5.13K- 12.16% |
$196K - $230K
|
37K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.2K+ 3.37% |
$45.7K - $53.7K
|
36.7K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
537+ 14.22% |
$20.5K - $24.1K
|
4.31K
$190K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
11+ 0.17% |
$420 - $494
|
6.43K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-122K- 94.4% |
$4.68M - $5.5M
|
7.26K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.2K- 1.75% |
$84.1K - $98.9K
|
123K
$5.43M
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2.24K+ 2.06% |
$85.8K - $101K
|
111K
$4.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
599+ 6.22% |
$22.9K - $26.9K
|
10.2K
$450K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-29.4K- 97.47% |
$1.13M - $1.32M
|
764
$33.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.14K+ 14.26% |
$235K - $276K
|
49.2K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.37KNew |
$52.2K - $61.4K
|
1.37K
$60.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-1.9K- 0.16% |
$72.6K - $85.4K
|
1.22M
$53.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-3.68K- 0.45% |
$140K - $165K
|
816K
$35.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-357K- 66.35% |
$13.7M - $16.1M
|
181K
$7.97M
|