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 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
7New |
$268 - $315
|
7
$325
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
356New |
$13.6K - $16K
|
356
$16.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.14% |
$879 - $1.03K
|
16.1K
$749K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
11+ 0.07% |
$420 - $494
|
16.6K
$773K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.06K+ 47.27% |
$308K - $362K
|
25.1K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.38K+ 3.56% |
$52.7K - $62K
|
40.1K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.21KNew |
$199K - $234K
|
5.21K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$92.9K - $109K
|
2.43K
$113K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
5.47KNew |
$209K - $246K
|
5.47K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
246+ 0.64% |
$9.4K - $11.1K
|
38.9K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-24- 0.11% |
$917 - $1.08K
|
22.3K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.4K+ 48.89% |
$53.6K - $63.1K
|
4.27K
$199K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.1KNew |
$233K - $274K
|
6.1K
$283K
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-2.67K- 5.21% |
$102K - $120K
|
48.6K
$2.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.96K- 17.09% |
$266K - $313K
|
33.8K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
300New |
$11.5K - $13.5K
|
300
$13.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.9K- 4.99% |
$721K - $848K
|
359K
$16.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-93- 37.65% |
$3.55K - $4.18K
|
154
$7.15K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-79- 1.15% |
$3.02K - $3.55K
|
6.77K
$314K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.35KNew |
$204K - $240K
|
5.35K
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
8.24K+ 281.74% |
$315K - $370K
|
11.2K
$519K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-181- 2.81% |
$6.92K - $8.13K
|
6.27K
$291K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
702+ 23.68% |
$26.8K - $31.5K
|
3.67K
$170K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.3K+ 5.78% |
$49.5K - $58.2K
|
23.7K
$1.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-347- 6.52% |
$13.3K - $15.6K
|
4.98K
$231K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3New |
$115 - $135
|
3
$139
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-59- 0.38% |
$2.25K - $2.65K
|
15.4K
$714K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.14K+ 41.69% |
$158K - $186K
|
14.1K
$654K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
135+ 4.96% |
$5.16K - $6.07K
|
2.86K
$133K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-705- 0.56% |
$26.9K - $31.7K
|
125K
$5.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.83K- 29.72% |
$108K - $127K
|
6.7K
$311K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
200+ 1.29% |
$7.64K - $8.99K
|
15.7K
$729K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 29.76% |
$3.82K - $4.49K
|
436
$20.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
199+ 2.5% |
$7.61K - $8.94K
|
8.17K
$379K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.3K- 47.1% |
$279K - $328K
|
8.2K
$381K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-138- 46.15% |
$4.89K - $5.54K
|
161
$7.48K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
51New |
$1.81K - $2.05K
|
51
$2.37K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
27.4KNew |
$971K - $1.1M
|
27.4K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-99- 31.83% |
$3.51K - $3.98K
|
212
$9.85K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.07K+ 67.05% |
$215K - $244K
|
15.1K
$703K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
700New |
$24.8K - $28.1K
|
700
$32.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
67+ 0.36% |
$2.37K - $2.69K
|
18.9K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
1.7MNew |
$60.3M - $68.5M
|
1.7M
$79.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-55.9K- 36.7% |
$1.98M - $2.25M
|
96.4K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
10KNew |
$354K - $402K
|
10K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5New |
$177 - $201
|
5
$232
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
150KNew |
$5.31M - $6.03M
|
150K
$6.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
445New |
$15.8K - $17.9K
|
445
$20.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16+ 1.33% |
$567 - $643
|
1.22K
$56.5K
|
|
|
Aug 14, 2024
Q2 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
650K+ 39.39% |
$23M - $26.1M
|
2.3M
$107M
|
|