United Capital Financial Advisers, LLC Triumph Bancorp, Inc. Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$61.43 - $90.26 $4,730 - $6,950	-77 Reduced 2.07%	3,646 $228,000
Q1 2022 May 16, 2022	SELL	$81.84 - $123.0 $5,074 - $7,626	-62 Reduced 1.64%	3,723 $350,000
Q4 2021 Feb 14, 2022	SELL	$104.41 - $133.63 $109,943 - $140,712	-1,053 Reduced 21.77%	3,785 $451,000
Q2 2021 Aug 13, 2021	BUY	$72.63 - $96.48 $3,340 - $4,438	46 Added 0.96%	4,838 $359,000
Q1 2021 May 14, 2021	SELL	$49.11 - $82.82 $207,538 - $349,997	-4,226 Reduced 46.86%	4,792 $371,000
Q4 2020 Feb 17, 2021	SELL	$32.87 - $51.07 $37,143 - $57,709	-1,130 Reduced 11.14%	9,018 $438,000
Q3 2020 Nov 13, 2020	SELL	$21.48 - $31.14 $798,218 - $1.16 Million	-37,161 Reduced 78.55%	10,148 $316,000
Q2 2020 Aug 13, 2020	BUY	$20.84 - $29.17 $18,339 - $25,669	880 Added 1.9%	47,309 $1.15 Million
Q1 2020 May 15, 2020	SELL	$19.37 - $42.92 $132,529 - $293,658	-6,842 Reduced 12.84%	46,429 $1.21 Million
Q4 2019 Feb 14, 2020	BUY	$30.26 - $38.93 $845,827 - $1.09 Million	27,952 Added 110.4%	53,271 $2.03 Million
Q2 2019 Aug 13, 2019	BUY	$27.89 - $31.65 $69,083 - $78,397	2,477 Added 10.84%	25,319 $736,000
Q1 2019 May 14, 2019	SELL	$28.31 - $33.87 $22,761 - $27,231	-804 Reduced 3.4%	22,842 $671,000
Q4 2018 Feb 14, 2019	BUY	$27.64 - $38.48 $34,826 - $48,484	1,260 Added 5.63%	23,646 $702,000
Q3 2018 Nov 14, 2018	BUY	$38.0 - $44.5 $164,312 - $192,418	4,324 Added 23.94%	22,386 $855,000
Q2 2018 Aug 14, 2018	BUY	$38.65 - $42.7 $46,805 - $51,709	1,211 Added 7.19%	18,062 $736,000
Q1 2018 May 15, 2018	BUY	$32.5 - $43.65 $10,465 - $14,055	322 Added 1.95%	16,851 $694,000
Q4 2017 Feb 13, 2018	BUY	$28.9 - $34.35 $3,814 - $4,534	132 Added 0.81%	16,529 $521,000
Q3 2017 Nov 14, 2017	BUY	$27.15 - $32.25 $445,178 - $528,803	16,397	16,397 $529,000

Others Institutions Holding TBK

# of Institutions

223

Shares Held

21.5M

Call Options Held

284K

Put Options Held

25.8K

Black Rock Inc. New York, NY

3.23M
Shares

$208 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

2.83M
Shares

$182 Million
0.42% of portfolio
Vanguard Group Inc Valley Forge, PA

2.03M
Shares

$130 Million
0.0% of portfolio
State Street Corp Boston, MA

1.18M
Shares

$75.7 Million
0.0% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

1.18M
Shares

$75.5 Million
0.21% of portfolio

View Full List

About Triumph Bancorp, Inc.

Ticker TBK
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 24,478,300
Market Cap $1.57B
Description
Triumph Bancorp, Inc. operates as a financial holding company for TBK Bank, SSB that provides various banking and commercial finance products and services to retail customers and small-to-mid-sized businesses in the United States. The company operates through four segments: Banking, Factoring, Payments, and Corporate. It offers depository produc...

More about TBK

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