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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
193K+ 163.14% |
$6.83M - $7.75M
|
311K
$14.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6+ 1.37% |
$212 - $241
|
445
$20.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-154- 0.93% |
$5.45K - $6.19K
|
16.3K
$746K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.12K- 9.36% |
$181K - $206K
|
49.6K
$2.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-30.5K- 59.69% |
$1.08M - $1.23M
|
20.6K
$941K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
125+ 49.6% |
$4.43K - $5.02K
|
377
$17.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 1.46% |
$390 - $442
|
762
$34.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
10KNew |
$354K - $402K
|
10K
$457K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1K+ 33.33% |
$35.4K - $40.2K
|
4K
$183K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-360- 14.22% |
$12.7K - $14.5K
|
2.17K
$99.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
43+ 0.47% |
$1.52K - $1.73K
|
9.16K
$418K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.63K+ 2.26% |
$57.6K - $65.4K
|
73.8K
$3.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7New |
$248 - $281
|
7
$320
|
|
|
Aug 06, 2024
Q2 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
43.5K+ 69.6% |
$1.54M - $1.75M
|
106K
$4.84M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.25K- 41.34% |
$44.2K - $50.1K
|
1.77K
$80.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.02KNew |
$71.5K - $81.1K
|
2.02K
$92.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
28.6KNew |
$1.01M - $1.15M
|
28.6K
$1.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
101KNew |
$3.57M - $4.05M
|
101K
$4.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.17KNew |
$254K - $288K
|
7.17K
$328K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
275KNew |
$9.75M - $11.1M
|
275K
$12.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.18K+ 12.5% |
$77K - $87.4K
|
19.6K
$894K
|
|
|
Aug 01, 2024
Q2 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
103K+ 40.55% |
$3.65M - $4.14M
|
357K
$16.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1+ 0.0% |
$35.4 - $40.2
|
20.7K
$946K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
900+ 6.25% |
$31.9K - $36.2K
|
15.3K
$699K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-165- 1.77% |
$5.84K - $6.63K
|
9.13K
$417K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
155New |
$5.49K - $6.23K
|
155
$7.08K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-125- 8.93% |
$4.43K - $5.02K
|
1.28K
$58.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
436New |
$15.4K - $17.5K
|
436
$19.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
14KNew |
$496K - $563K
|
14K
$639K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
477+ 6.61% |
$16.9K - $19.2K
|
7.69K
$351K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-10- 0.16% |
$354 - $402
|
6.32K
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.07K- 65.45% |
$73.4K - $83.3K
|
1.09K
$50K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-4.35K- 4.17% |
$154K - $175K
|
100K
$4.57M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
170+ 2.45% |
$6.02K - $6.83K
|
7.12K
$325K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.1% |
$70.8 - $80.4
|
1.96K
$89.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
348+ 0.82% |
$12.3K - $14K
|
42.8K
$1.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.28KNew |
$258K - $293K
|
7.28K
$332K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
3.25KNew |
$115K - $130K
|
3.25K
$148K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.75KNew |
$133K - $151K
|
3.75K
$171K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
5.2KNew |
$184K - $209K
|
5.2K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.5K- 18.43% |
$53.1K - $60.3K
|
6.64K
$303K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
40New |
$1.42K - $1.61K
|
40
$1.83K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
16New |
$567 - $643
|
16
$731
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
767New |
$27.2K - $30.8K
|
767
$35K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.12K+ 72.63% |
$111K - $125K
|
7.42K
$339K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
165New |
$5.84K - $6.63K
|
165
$7.54K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
7.19KNew |
$255K - $289K
|
7.19K
$329K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
4K+ 181.98% |
$142K - $161K
|
6.2K
$283K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 6.12% |
$106 - $121
|
52
$2.37K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19New |
$673 - $763
|
19
$868
|