Latest Institutional Purchases of Truist Financial Corp (TFC)
This list provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15+ 1.25% |
$573 - $674
|
1.22K
$55.1K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
7New |
$268 - $315
|
7
$318
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4+ 0.41% |
$153 - $180
|
974
$44.2K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3New |
$115 - $135
|
3
$136
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
1.7MNew |
$60.3M - $68.5M
|
1.7M
$77.3M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
275KNew |
$9.75M - $11.1M
|
275K
$12.5M
|
|
Aug 13, 2024
Q2 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
200KNew |
$7.08M - $8.04M
|
200K
$9.08M
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
193K+ 163.14% |
$6.83M - $7.75M
|
311K
$14.1M
|
|
Aug 01, 2024
Q2 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
103K+ 40.55% |
$3.65M - $4.14M
|
357K
$16.2M
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
101KNew |
$3.57M - $4.05M
|
101K
$4.58M
|
|
May 14, 2025
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
100KNew |
$3.54M - $4.02M
|
100K
$4.54M
|
|
Aug 06, 2024
Q2 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
43.5K+ 69.6% |
$1.54M - $1.75M
|
106K
$4.81M
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
37.3KNew |
$1.32M - $1.5M
|
37.3K
$1.69M
|
|
Apr 25, 2025
Q2 2024
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
29.9K+ 35.67% |
$1.06M - $1.2M
|
114K
$5.16M
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
28.6KNew |
$1.01M - $1.15M
|
28.6K
$1.3M
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
26.9KNew |
$953K - $1.08M
|
26.9K
$1.22M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.3K+ 16.53% |
$540K - $613K
|
108K
$4.88M
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
15.1KNew |
$533K - $605K
|
15.1K
$683K
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
14KNew |
$496K - $563K
|
14K
$635K
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.8KNew |
$453K - $514K
|
12.8K
$581K
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
10KNew |
$354K - $402K
|
10K
$454K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.16KNew |
$324K - $368K
|
9.16K
$415K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
8.98KNew |
$318K - $361K
|
8.98K
$407K
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.17KNew |
$254K - $288K
|
7.17K
$325K
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.07K+ 67.05% |
$215K - $244K
|
15.1K
$686K
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.3KNew |
$188K - $213K
|
5.3K
$240K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4.11KNew |
$145K - $165K
|
4.11K
$186K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
4K+ 181.98% |
$142K - $161K
|
6.2K
$281K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.75KNew |
$133K - $151K
|
3.75K
$170K
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.51K+ 114.77% |
$124K - $141K
|
6.57K
$298K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.5KNew |
$124K - $141K
|
3.5K
$159K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
3.25KNew |
$115K - $130K
|
3.25K
$147K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.12K+ 72.63% |
$111K - $125K
|
7.42K
$337K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.11KNew |
$110K - $125K
|
3.11K
$141K
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.18K+ 12.5% |
$77K - $87.4K
|
19.6K
$888K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.02KNew |
$71.5K - $81.1K
|
2.02K
$91.6K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.63K+ 2.26% |
$57.6K - $65.4K
|
73.8K
$3.35M
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
767New |
$27.2K - $30.8K
|
767
$34.8K
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
720+ 6.67% |
$25.5K - $28.9K
|
11.5K
$523K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
583+ 1.04% |
$20.6K - $23.4K
|
56.7K
$2.57M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
477+ 6.61% |
$16.9K - $19.2K
|
7.69K
$349K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
445New |
$15.8K - $17.9K
|
445
$20.2K
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
436New |
$15.4K - $17.5K
|
436
$19.8K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
416+ 3.85% |
$14.7K - $16.7K
|
11.2K
$509K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
350New |
$12.4K - $14.1K
|
350
$15.9K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
348+ 0.82% |
$12.3K - $14K
|
42.8K
$1.94M
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$10.6K - $12.1K
|
300
$13.6K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
170+ 2.45% |
$6.02K - $6.83K
|
7.12K
$323K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
165New |
$5.84K - $6.63K
|
165
$7.49K
|