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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50.6K+ 3.47% |
$1.94M - $2.28M
|
1.51M
$66.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.31K- 8.81% |
$50K - $58.8K
|
13.5K
$595K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
20.9K+ 4.27% |
$797K - $938K
|
509K
$22.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.6K- 4.18% |
$176K - $207K
|
105K
$4.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-741- 1.03% |
$28.3K - $33.3K
|
71K
$3.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.86KNew |
$148K - $174K
|
3.86K
$170K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3- 0.01% |
$115 - $135
|
23.5K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-386- 3.24% |
$14.8K - $17.3K
|
11.5K
$507K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-10K- 1.91% |
$382K - $449K
|
514K
$22.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
712+ 1.79% |
$27.2K - $32K
|
40.4K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.38KNew |
$205K - $242K
|
5.38K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-40- 0.63% |
$1.53K - $1.8K
|
6.33K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.92K- 1.94% |
$188K - $221K
|
249K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.01K- 1.57% |
$115K - $135K
|
188K
$8.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
548+ 0.95% |
$20.9K - $24.6K
|
58.3K
$2.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
11KNew |
$419K - $493K
|
11K
$483K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
78.1KNew |
$2.99M - $3.51M
|
78.1K
$3.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.28K- 6.79% |
$202K - $237K
|
72.4K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.06K- 2.61% |
$270K - $317K
|
263K
$11.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
482+ 4.62% |
$18.4K - $21.7K
|
10.9K
$480K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.24KNew |
$200K - $236K
|
5.24K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.47KNew |
$286K - $336K
|
7.47K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
850+ 21.11% |
$32.5K - $38.2K
|
4.88K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.3K+ 2.53% |
$126K - $148K
|
133K
$5.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
78+ 45.09% |
$2.98K - $3.51K
|
251
$11K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-14.9K- 9.89% |
$568K - $668K
|
136K
$5.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.05KNew |
$193K - $227K
|
5.05K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.5K- 3.24% |
$57.3K - $67.4K
|
44.8K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.2K+ 24.88% |
$84K - $98.8K
|
11K
$486K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.48K- 0.71% |
$56.7K - $66.6K
|
208K
$9.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
591+ 2.62% |
$22.6K - $26.6K
|
23.1K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-508- 3.2% |
$19.4K - $22.8K
|
15.4K
$677K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-650- 1.35% |
$24.8K - $29.2K
|
47.4K
$2.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.84K+ 19.7% |
$147K - $173K
|
23.3K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-851- 2.13% |
$32.5K - $38.2K
|
39K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.05K- 16.36% |
$40K - $47.1K
|
5.35K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.95K- 12.91% |
$74.4K - $87.5K
|
13.1K
$578K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.84KNew |
$338K - $397K
|
8.84K
$389K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 11.54% |
$688 - $809
|
174
$7.65K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
46+ 0.05% |
$1.76K - $2.07K
|
87.8K
$3.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-222- 3.82% |
$8.48K - $9.98K
|
5.59K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
147K+ 214.9% |
$5.61M - $6.59M
|
215K
$9.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27+ 27.0% |
$1.03K - $1.21K
|
127
$5.59K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
16.3K+ 8.64% |
$623K - $733K
|
205K
$9.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
465+ 4.82% |
$17.8K - $20.9K
|
10.1K
$445K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-117- 1.5% |
$4.47K - $5.26K
|
7.67K
$337K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.87K- 1.46% |
$148K - $174K
|
261K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-53.6K- 36.63% |
$2.05M - $2.41M
|
92.7K
$4.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
35+ 0.64% |
$1.34K - $1.57K
|
5.53K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
91+ 0.88% |
$3.48K - $4.09K
|
10.4K
$457K
|