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 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
108KNew |
$2.83M - $3.76M
|
108K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
21.7KNew |
$569K - $756K
|
21.7K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-696- 0.35% |
$18.2K - $24.2K
|
197K
$9.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-13- 0.17% |
$341 - $452
|
7.62K
$359K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
15.7K+ 2.41% |
$410K - $545K
|
666K
$31.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.29K- 5.91% |
$86.3K - $114K
|
52.4K
$2.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
5+ 0.05% |
$131 - $174
|
9.13K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.42M- 98.14% |
$63.4M - $84.1M
|
45.8K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-52.9K- 21.72% |
$1.39M - $1.84M
|
191K
$8.99M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.6K+ 55.57% |
$147K - $195K
|
15.7K
$739K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-305- 64.48% |
$7.99K - $10.6K
|
168
$7.92K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
202KNew |
$5.3M - $7.04M
|
202K
$9.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.3K- 9.06% |
$33.9K - $45.1K
|
13K
$613K
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.51K- 4.32% |
$39.5K - $52.5K
|
33.4K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
1.72MNew |
$45M - $59.7M
|
1.72M
$80.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.74K- 4.1% |
$45.5K - $60.4K
|
40.6K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-4.12K- 1.58% |
$108K - $143K
|
256K
$12.1M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2.37K- 17.05% |
$62.1K - $82.4K
|
11.5K
$543K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.15K- 69.08% |
$30K - $39.9K
|
513
$24.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-97- 0.71% |
$2.54K - $3.37K
|
13.5K
$638K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-160- 0.46% |
$4.19K - $5.57K
|
34.8K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
660+ 1.08% |
$17.3K - $23K
|
61.6K
$2.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
10.4K+ 114.9% |
$273K - $362K
|
19.5K
$917K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-568- 6.21% |
$14.9K - $19.8K
|
8.57K
$404K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
800New |
$21K - $27.8K
|
800
$37.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-12.5K- 95.06% |
$328K - $436K
|
651
$30.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
22.7K+ 58.29% |
$596K - $791K
|
61.7K
$2.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
52KNew |
$1.36M - $1.81M
|
52K
$2.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
288KNew |
$7.55M - $10M
|
288K
$13.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
157KNew |
$4.11M - $5.45M
|
157K
$7.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-367- 3.81% |
$9.62K - $12.8K
|
9.26K
$437K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.47K+ 86.76% |
$64.8K - $86K
|
5.32K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-6.2K- 62.0% |
$163K - $216K
|
3.8K
$179K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.8K+ 10.43% |
$47.2K - $62.6K
|
19K
$898K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.46K- 22.32% |
$64.6K - $85.7K
|
8.57K
$404K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.09K- 24.03% |
$80.9K - $107K
|
9.76K
$460K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
10.9KNew |
$286K - $380K
|
10.9K
$515K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-338- 3.59% |
$8.86K - $11.8K
|
9.08K
$428K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7.36KNew |
$193K - $256K
|
7.36K
$347K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-79- 37.98% |
$2.07K - $2.75K
|
129
$6.08K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
15.1KNew |
$396K - $526K
|
15.1K
$713K
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
9KNew |
$236K - $313K
|
9K
$424K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-14K- 84.37% |
$366K - $486K
|
2.59K
$122K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-213K- 99.88% |
$5.59M - $7.43M
|
250
$11.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-107- 47.77% |
$2.8K - $3.72K
|
117
$5.52K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
26.2K+ 48.66% |
$687K - $913K
|
80.1K
$3.78M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.37K- 54.04% |
$35.9K - $47.7K
|
1.17K
$54.9K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-1.37K- 54.04% |
$35.9K - $47.7K
|
1.17K
$54.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2K- 2.81% |
$52.5K - $69.6K
|
69.2K
$3.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
16+ 15.38% |
$419 - $557
|
120
$5.66K
|