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 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$78.6 - $104
|
2.28K
$104K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
439New |
$11.5K - $15.3K
|
439
$20K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
4.68K+ 63.91% |
$123K - $163K
|
12K
$548K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 27.27% |
$315 - $417
|
56
$2.56K
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.58K- 7.88% |
$67.6K - $89.8K
|
30.2K
$1.38M
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-207- 1.03% |
$6.33K - $10.4K
|
20K
$912K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-55K- 91.67% |
$1.68M - $2.77M
|
5K
$228K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
231New |
$7.06K - $11.6K
|
231
$10.5K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-72.3KClosed |
$2.21M - $3.64M
|
0
$0
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
831KNew |
$25.4M - $41.9M
|
831K
$37.9M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
36+ 0.52% |
$1.1K - $1.81K
|
7.01K
$320K
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
28.3KNew |
$864K - $1.42M
|
28.3K
$1.29M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-628- 4.85% |
$19.2K - $31.6K
|
12.3K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
301+ 5.02% |
$9.2K - $15.2K
|
6.3K
$288K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
205+ 0.87% |
$6.26K - $10.3K
|
23.7K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.43K- 3.22% |
$43.6K - $72K
|
42.9K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.43K- 46.0% |
$196K - $324K
|
7.55K
$345K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.57K+ 12.59% |
$48.1K - $79.3K
|
14.1K
$643K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
534+ 9.69% |
$16.3K - $26.9K
|
6.05K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
285KNew |
$8.72M - $14.4M
|
285K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
136+ 0.21% |
$4.16K - $6.85K
|
65.9K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.32KNew |
$254K - $419K
|
8.32K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.96KNew |
$121K - $200K
|
3.96K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.01K+ 2.17% |
$92K - $152K
|
142K
$6.49M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-823- 10.27% |
$25.2K - $41.5K
|
7.19K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
8.18KNew |
$250K - $412K
|
8.18K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8KNew |
$244K - $403K
|
8K
$365K
|
|
|
May 15, 2023
Q1 2023
|
One Fin Capital Management LP
San Francisco, CA |
BUY
|
- |
280KNew |
$8.56M - $14.1M
|
280K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
23.4KNew |
$715K - $1.18M
|
23.4K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
300+ 3.53% |
$9.17K - $15.1K
|
8.8K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
3.38K+ 15.24% |
$103K - $170K
|
25.6K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
CALL |
10KNew |
$306K - $504K
|
10K
$457K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1KNew |
$30.6K - $50.4K
|
1K
$45.7K
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 43.07% |
$342K - $564K
|
14.8K
$676K
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
5.73K+ 13.52% |
$175K - $289K
|
48.1K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
108+ 0.06% |
$3.3K - $5.44K
|
191K
$8.71M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-44- 45.36% |
$1.34K - $2.22K
|
53
$2.42K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
32+ 4.38% |
$978 - $1.61K
|
762
$34.8K
|
|
|
May 12, 2023
Q1 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
10KNew |
$306K - $504K
|
10K
$457K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
231+ 1.24% |
$7.06K - $11.6K
|
18.9K
$862K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
108KNew |
$3.29M - $5.43M
|
108K
$4.92M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
548+ 391.43% |
$16.7K - $27.6K
|
688
$31.4K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.3K- 34.44% |
$101K - $166K
|
6.27K
$286K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-14.4K- 6.5% |
$440K - $726K
|
207K
$9.47M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-8.75K- 42.93% |
$267K - $441K
|
11.6K
$531K
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
6.01KNew |
$184K - $303K
|
6.01K
$275K
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
200KNew |
$6.11M - $10.1M
|
200K
$9.13M
|
|
|
May 11, 2023
Q1 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-55.4K- 14.77% |
$1.69M - $2.79M
|
320K
$14.6M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.07K- 4.9% |
$63.2K - $104K
|
40.1K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.13K+ 75.16% |
$65.2K - $107K
|
4.97K
$227K
|
|