TFC Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.17%

Insider Buying (Last 12 Months): $4,178,688.80

Insider Selling (Last 12 Months): $524,637.52

Truist Financial Insider Trading History Chart

Truist Financial Share Price & Price History

^$35.88

▼ -0.123 (-0.34%)

As of 04/17/2025 04:59 PM ET

Days: 30 | 90 | 365

Truist Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
12/4/2024	K. David Boyer, Jr.	Director	Sell	4,966	$46.20	$229,429.20	11,246
11/25/2024	William H. Rogers, Jr.	CEO	Buy	34,180	$48.56	$1,659,780.80	691,451
7/25/2024	Cynthia B. Powell	VP	Sell	6,688	$44.14	$295,208.32
7/23/2024	William H. Rogers, Jr.	CEO	Buy	57,300	$43.96	$2,518,908.00	569,271
3/7/2024	K. David Boyer, Jr.	Director	Sell	3,764	$37.48	$141,074.72	16,132
10/20/2023	William H. Rogers, Jr.	CEO	Buy	10,000	$28.05	$280,500.00	412,924
5/2/2023	Charles A. Patton	Director	Buy	3,668	$19.00	$69,692.00	3,668
3/10/2023	David M. Ratcliffe	Director	Buy	13,125	$38.08	$499,800.00	39,025
1/27/2023	Hugh S. Cummins, III	Insider	Sell	35,229	$49.05	$1,727,982.45	307,069
7/20/2022	William H. Rogers, Jr.	CEO	Sell	142,606	$47.78	$6,813,714.68	862,590
6/22/2022	David M. Ratcliffe	Director	Buy	132	$46.99	$6,202.68	3,055
5/4/2022	Steven C. Voorhees	Director	Buy	20,000	$49.82	$996,400.00	60,873
4/20/2022	Kelly S. King	Director	Sell	0	$52.01	$0.00	107,550

See Full Table

SEC Filings (Institutional Ownership Changes) for Truist Financial (NYSE:TFC)

71.28% of Truist Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Truist Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/18/2025	Shepherd Financial Partners LLC	12,092	$0.50M	0.1%	+15.4%	0.001%
4/18/2025	Tennessee Valley Asset Management Partners	6,226	$0.26M	0.0%	N/A	0.000%
4/18/2025	San Luis Wealth Advisors LLC	12,124	$0.50M	0.1%	N/A	0.001%
4/18/2025	Insigneo Advisory Services LLC	17,632	$0.73M	0.1%	+4.7%	0.001%
4/18/2025	Cardinal Capital Management	198,813	$8.18M	1.3%	+1.8%	0.015%
4/17/2025	NBT Bank N A NY	13,691	$0.56M	0.0%	+9.4%	0.001%
4/17/2025	Schaper Benz & Wise Investment Counsel Inc. WI	266,702	$10.98M	0.9%	+1.5%	0.020%
4/17/2025	Grove Bank & Trust	4,324	$0.18M	0.0%	-31.5%	0.000%
4/17/2025	Signature Wealth Management Group	89,518	$3.68M	1.4%	+1.5%	0.007%
4/17/2025	Community Trust & Investment Co.	24,640	$1.01M	0.1%	+67.4%	0.002%
4/17/2025	Sagespring Wealth Partners LLC	17,860	$0.74M	0.0%	+32.5%	0.001%
4/17/2025	Great Lakes Retirement Inc.	25,279	$1.04M	0.1%	+4.1%	0.002%
4/17/2025	Sowell Financial Services LLC	9,703	$0.40M	0.0%	-12.6%	0.001%
4/17/2025	Janney Montgomery Scott LLC	966,482	$39.77M	0.1%	-0.3%	0.074%
4/17/2025	Cyndeo Wealth Partners LLC	182,154	$7.50M	0.5%	+6.2%	0.014%
4/17/2025	Trust Co. of Toledo NA OH	46,156	$1.90M	0.3%	+2.8%	0.004%
4/17/2025	Mn Services Vermogensbeheer B.V.	486,900	$20.04M	0.2%	-7.1%	0.037%
4/17/2025	North Star Investment Management Corp.	13,842	$0.57M	0.0%	-5.4%	0.001%
4/17/2025	Asio Capital LLC	52,983	$2.18M	0.4%	-48.1%	0.004%
4/17/2025	Hengehold Capital Management LLC	82,615	$3.40M	0.3%	+2.2%	0.006%
4/17/2025	Brighton Jones LLC	23,068	$0.95M	0.0%	-2.2%	0.002%
4/17/2025	Exchange Traded Concepts LLC	2,886	$0.12M	0.0%	+21.7%	0.000%
4/17/2025	MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH	103,728	$4.27M	0.1%	+2,462.5%	0.008%
4/17/2025	Sound Income Strategies LLC	4,370	$0.18M	0.0%	-7.2%	0.000%
4/17/2025	Ritholtz Wealth Management	6,738	$0.28M	0.0%	+19.7%	0.001%
4/16/2025	Dover Advisors LLC	23,760	$0.98M	0.4%	+53.8%	0.002%
4/16/2025	Hennessy Advisors Inc.	32,500	$1.34M	0.0%	+20.4%	0.002%
4/16/2025	Farmers & Merchants Investments Inc.	12,508	$0.52M	0.0%	-13.6%	0.001%
4/16/2025	Wealth Enhancement Advisory Services LLC	709,902	$29.21M	0.1%	-16.8%	0.054%
4/16/2025	Stock Yards Bank & Trust Co.	55,895	$2.30M	0.1%	-10.3%	0.004%
4/16/2025	Griffin Asset Management Inc.	106,480	$4.38M	0.5%	-3.9%	0.008%
4/16/2025	New England Research & Management Inc.	32,784	$1.35M	0.7%	-1.0%	0.003%
4/16/2025	Salem Investment Counselors Inc.	270,712	$11.14M	0.4%	-7.6%	0.021%
4/16/2025	Verity & Verity LLC	362,951	$14.94M	1.3%	-14.7%	0.028%
4/16/2025	Thomasville National Bank	77,470	$3.19M	0.2%	+1.2%	0.006%
4/16/2025	Fort Washington Investment Advisors Inc. OH	1,122,705	$46.20M	0.3%	+4.1%	0.086%
4/16/2025	Allen Mooney & Barnes Investment Advisors LLC	29,205	$1.20M	0.2%	-2.6%	0.002%
4/16/2025	Ferguson Wellman Capital Management Inc.	9,085	$0.37M	0.0%	+66.6%	0.001%
4/15/2025	Davis Investment Partners LLC	29,617	$1.22M	0.5%	-4.7%	0.002%
4/15/2025	Greenwood Capital Associates LLC	23,742	$0.98M	0.1%	-3.2%	0.002%
4/15/2025	First United Bank & Trust	7,696	$0.32M	0.1%	+171.2%	0.001%
4/15/2025	Fifth Third Bancorp	116,831	$4.81M	0.0%	-2.6%	0.009%
4/15/2025	Simon Quick Advisors LLC	7,470	$0.31M	0.0%	+36.7%	0.001%
4/15/2025	Arvest Investments Inc.	41,223	$1.70M	0.3%	+18.7%	0.003%
4/15/2025	Coerente Capital Management	308,734	$12.70M	2.5%	+2.7%	0.024%
4/15/2025	Alpha Omega Wealth Management LLC	161,032	$6.63M	1.3%	-5.5%	0.012%
4/15/2025	McKinley Carter Wealth Services Inc.	19,657	$0.81M	0.0%	+1.6%	0.002%
4/15/2025	Laurel Wealth Advisors LLC	55,338	$2.28M	0.4%	-0.9%	0.004%
4/15/2025	My Legacy Advisors LLC	15,485	$0.64M	0.2%	+15.9%	0.001%
4/15/2025	Rowlandmiller & PARTNERS.ADV	194,678	$8.01M	1.7%	-1.9%	0.015%
4/15/2025	Assenagon Asset Management S.A.	2,661,895	$109.54M	0.2%	+610.8%	0.204%
4/15/2025	Integrated Advisors Network LLC	57,264	$2.36M	0.1%	+806.6%	0.004%
4/15/2025	Handelsbanken Fonder AB	328,093	$13.50M	0.1%	+0.5%	0.025%
4/15/2025	SG Americas Securities LLC	692,672	$28.50M	0.1%	+51.6%	0.053%
4/15/2025	Ibex Wealth Advisors	176,762	$7.27M	1.0%	+0.6%	0.014%
4/15/2025	Sonora Investment Management Group LLC	342,018	$14.07M	1.1%	+2.0%	0.026%
4/15/2025	Livforsakringsbolaget Skandia Omsesidigt	8,766	$0.36M	0.0%	-21.5%	0.001%
4/15/2025	Accurate Wealth Management LLC	7,682	$0.32M	0.1%	+9.8%	0.001%
4/15/2025	West Paces Advisors Inc.	25,811	$1.06M	0.2%	+2,337.3%	0.002%
4/15/2025	GAMMA Investing LLC	28,101	$1.16M	0.1%	+7.9%	0.002%
4/15/2025	Wealthcare Advisory Partners LLC	230,704	$9.49M	0.3%	-9.0%	0.018%
4/14/2025	Yousif Capital Management LLC	181,357	$7.46M	0.1%	-0.6%	0.014%
4/14/2025	Octavia Wealth Advisors LLC	39,360	$1.62M	0.2%	-10.4%	0.003%
4/14/2025	Midland Wealth Advisors LLC	13,493	$0.56M	0.0%	-15.8%	0.001%
4/14/2025	International Private Wealth Advisors LLC	9,796	$0.40M	0.4%	+11.8%	0.001%
4/14/2025	Tounjian Advisory Partners LLC	33,744	$1.39M	0.3%	N/A	0.003%
4/14/2025	Pallas Capital Advisors LLC	10,856	$0.45M	0.0%	+18.5%	0.001%
4/14/2025	Farther Finance Advisors LLC	20,464	$0.84M	0.0%	+42.3%	0.002%
4/14/2025	Daymark Wealth Partners LLC	6,125	$0.25M	0.0%	-15.3%	0.000%
4/14/2025	NewSquare Capital LLC	20,997	$0.86M	0.1%	+2.3%	0.002%
4/14/2025	Selective Wealth Management Inc.	7,295	$0.30M	0.1%	-14.6%	0.001%
4/14/2025	Toth Financial Advisory Corp	9,197	$0.38M	0.0%	+16.8%	0.001%
4/14/2025	Wesbanco Bank Inc.	75,171	$3.09M	0.1%	-18.2%	0.006%
4/14/2025	First Citizens Bank & Trust Co.	107,525	$4.43M	0.1%	+0.3%	0.008%
4/14/2025	Capital Investment Advisors LLC	45,581	$1.88M	0.0%	+15.6%	0.003%
4/14/2025	Disciplined Equity Management Inc.	47,010	$1.93M	1.3%	-3.3%	0.004%
4/14/2025	Park Avenue Securities LLC	51,161	$2.11M	0.0%	+12.8%	0.004%
4/14/2025	OLD National Bancorp IN	253,117	$10.42M	0.3%	-0.9%	0.019%
4/14/2025	Professional Advisory Services Inc.	443,667	$18.26M	2.6%	+3.7%	0.034%
4/14/2025	Wynn Capital LLC	8,174	$0.34M	0.2%	N/A	0.001%
4/14/2025	KMG Fiduciary Partners LLC	47,639	$1.96M	0.2%	+21.0%	0.004%
4/14/2025	Griffith & Werner Inc.	119,622	$4.92M	3.1%	+15.4%	0.009%
4/14/2025	ARS Wealth Advisors Group LLC	6,372	$0.26M	0.0%	-4.2%	0.000%
4/14/2025	Patriot Financial Group Insurance Agency LLC	16,218	$0.67M	0.1%	+2.5%	0.001%
4/14/2025	Wedmont Private Capital	11,162	$0.46M	0.0%	-9.6%	0.001%
4/14/2025	UMB Bank n.a.	38,208	$1.57M	0.0%	-77.7%	0.003%
4/11/2025	First City Capital Management Inc.	13,122	$0.54M	0.3%	-13.1%	0.001%
4/11/2025	Godsey & Gibb Inc.	459,451	$18.91M	1.9%	-0.4%	0.035%
4/11/2025	Gateway Investment Advisers LLC	4,989	$0.21M	0.0%	N/A	0.000%
4/11/2025	Independence Bank of Kentucky	37,611	$1.55M	0.2%	-4.0%	0.003%
4/11/2025	Congress Asset Management Co.	29,303	$1.21M	0.0%	-8.3%	0.002%
4/11/2025	Pines Wealth Management LLC	16,300	$0.67M	0.3%	-2.8%	0.001%
4/11/2025	SeaCrest Wealth Management LLC	48,231	$1.99M	0.2%	+2.2%	0.004%
4/11/2025	Procyon Advisors LLC	24,473	$0.92M	0.1%	+50.4%	0.002%
4/11/2025	Avity Investment Management Inc.	289,106	$11.90M	1.0%	+3.0%	0.022%
4/11/2025	Curat Global LLC	2,443	$0.10M	0.1%	N/A	0.000%
4/10/2025	Chesley Taft & Associates LLC	124,161	$5.11M	0.2%	-0.3%	0.010%
4/10/2025	Thurston Springer Miller Herd & Titak Inc.	1,828	$75K	0.0%	-38.3%	0.000%
4/10/2025	Naples Global Advisors LLC	14,420	$0.59M	0.1%	+3.4%	0.001%
4/10/2025	HF Advisory Group LLC	40,096	$1.65M	0.7%	+14.2%	0.003%

Data available starting January 2016

See Full Table

Truist Financial Corporation, a financial services company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings.Its deposit products include noninterest-bearing checking, interest-bearing checking, savings, and money market deposit accounts, as well as certificates of deposit and individual retirement accounts. The company also provides funding; asset management; automobile lending; credit card lending; consumer finance; home equity and mortgage lending; other direct retail lending; insurance; investment brokerage; mobile/online banking; payment solutions; point-of-sale lending; retail and small business deposit products; small business lending; and wealth management/private banking services. In addition, it offers asset based lending, investment banking and capital market, institutional trust, insurance premium finance, derivatives, commercial lending, international banking, leasing, merchant, commercial deposit and treasury, floor plan, mortgage warehouse lending, real estate lending, and supply chain financing services. Further, the company provides insurance brokerage, retail and wholesale brokerage, securities underwriting and market making, loan syndication, and investment management and advisory services. The company was formerly known as BB&T Corporation and changed its name to Truist Financial Corporation in December 2019. Truist Financial Corporation was founded in 1872 and is headquartered in Charlotte, North Carolina.

Today's Range

Now: $35.88

$35.07

$36.54

50 Day Range

MA: $41.21

$34.80

$47.59

52 Week Range

Now: $35.88

$33.56

$49.06

Volume

15,140,727 shs

Average Volume

8,169,325 shs

Market Capitalization

$46.83 billion

P/E Ratio

10.77

Dividend Yield

5.84%

Beta

0.91

Who are the company insiders with the largest holdings of Truist Financial?: Truist Financial's top insider investors include:
William H Rogers Jr (CEO)
K David Jr Boyer (Director)
Charles A Patton (Director)
Cynthia B Powell (VP)
Learn More about top insider investors at Truist Financial.
Who are the major institutional investors of Truist Financial?: Truist Financial's top institutional shareholders include:
Assenagon Asset Management S.A. — 0.20%
Rhumbline Advisers — 0.20%
Douglas Lane & Associates LLC — 0.10%
Welch Group LLC — 0.10%
GAMMA Investing LLC — 0.09%
Fort Washington Investment Advisors Inc. OH — 0.09%
Learn More about top institutional investors of Truist Financial stock.
Which institutional investors are selling Truist Financial stock?: Within the previous quarter, TFC stock was sold by these institutional investors:
Rothschild Investment LLC
Wealth Enhancement Advisory Services LLC
UMB Bank n.a.
Verity & Verity LLC
Asio Capital LLC
IMC Chicago LLC
Mn Services Vermogensbeheer B.V.
Wealthcare Advisory Partners LLC
During the previous year, company insiders that have sold Truist Financial company stock include:
William H Rogers Jr (CEO)
K David Jr Boyer (Director)
Learn More investors selling Truist Financial stock.
Which institutional investors are buying Truist Financial stock?: In the previous quarter, TFC stock was bought by institutional investors including:
Assenagon Asset Management S.A.
GAMMA Investing LLC
SG Americas Securities LLC
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH
Rhumbline Advisers
Integrated Advisors Network LLC
Fort Washington Investment Advisors Inc. OH
NBC Securities Inc.
During the last year, these company insiders have bought Truist Financial stock:
William H Rogers Jr (CEO)
K David Jr Boyer (Director)
Learn More investors buying Truist Financial stock.