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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
16New |
$567 - $643
|
16
$754
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
767New |
$27.2K - $30.8K
|
767
$36.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.12K+ 72.63% |
$111K - $125K
|
7.42K
$350K
|
|
|
Jul 19, 2024
Q2 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-285- 2.38% |
$10.1K - $11.5K
|
11.7K
$551K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
165New |
$5.84K - $6.63K
|
165
$7.78K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
7.19KNew |
$255K - $289K
|
7.19K
$339K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
4K+ 181.98% |
$142K - $161K
|
6.2K
$292K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 6.12% |
$106 - $121
|
52
$2.45K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19New |
$673 - $763
|
19
$896
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-150- 0.95% |
$5.31K - $6.03K
|
15.6K
$737K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.35K+ 12.01% |
$47.6K - $54K
|
12.5K
$591K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 1.64% |
$177 - $201
|
309
$14.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.4K+ 82.76% |
$85K - $96.4K
|
5.3K
$250K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.41K- 56.69% |
$49.9K - $56.7K
|
1.08K
$50.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
24+ 0.52% |
$850 - $964
|
4.61K
$217K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3.3K+ 22.97% |
$117K - $133K
|
17.7K
$833K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
416+ 3.85% |
$14.7K - $16.7K
|
11.2K
$529K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-6.33K- 41.63% |
$224K - $254K
|
8.88K
$419K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
SELL
|
- |
-4.28K- 38.64% |
$152K - $172K
|
6.8K
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-455- 7.43% |
$16.1K - $18.3K
|
5.67K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-19- 5.26% |
$673 - $763
|
342
$16.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-162- 33.61% |
$5.74K - $6.51K
|
320
$15.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$425 - $482
|
12
$566
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
150New |
$5.31K - $6.03K
|
150
$7.07K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 21.88% |
$10.6K - $12.1K
|
1.67K
$78.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-87- 11.69% |
$3.08K - $3.5K
|
657
$31K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-192- 61.54% |
$6.8K - $7.71K
|
120
$5.66K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
980+ 2.91% |
$34.7K - $39.4K
|
34.7K
$1.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.81K- 25.24% |
$64.2K - $72.8K
|
5.37K
$253K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.11KNew |
$110K - $125K
|
3.11K
$146K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$10.6K - $12.1K
|
300
$14.1K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
15+ 1.92% |
$518 - $585
|
798
$37.6K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9.03KNew |
$312K - $352K
|
9.03K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-502- 8.91% |
$17.3K - $19.6K
|
5.13K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
547+ 3.91% |
$18.9K - $21.3K
|
14.5K
$685K
|
|
|
May 15, 2024
Q1 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
CALL |
-65.2K- 56.6% |
$2.25M - $2.54M
|
50K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.08K- 16.06% |
$37.4K - $42.2K
|
5.66K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-502- 82.84% |
$17.3K - $19.6K
|
104
$4.9K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-44.5K- 56.96% |
$1.54M - $1.73M
|
33.6K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
14KNew |
$484K - $546K
|
14K
$661K
|
|
|
May 15, 2024
Q1 2024
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
100KNew |
$3.45M - $3.9M
|
100K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-1.38M- 70.27% |
$47.6M - $53.8M
|
584K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.61KNew |
$228K - $258K
|
6.61K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.78K- 5.89% |
$165K - $186K
|
76.3K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-262K- 52.91% |
$9.06M - $10.2M
|
234K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-29.5K- 44.16% |
$1.02M - $1.15M
|
37.3K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
20.1KNew |
$696K - $785K
|
20.1K
$950K
|
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
SELL
|
CALL |
-113K- 30.76% |
$3.89M - $4.39M
|
254K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
52.7KNew |
$1.82M - $2.05M
|
52.7K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
245KNew |
$8.44M - $9.53M
|
245K
$11.5M
|
|