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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
724New |
$20.3K - $25.8K
|
724
$34.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400+ 31.25% |
$11.2K - $14.2K
|
1.68K
$80.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
400New |
$11.2K - $14.2K
|
400
$19.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
220New |
$6.15K - $7.83K
|
220
$10.5K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
139New |
$3.89K - $4.95K
|
139
$6.63K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
129New |
$3.61K - $4.59K
|
129
$6.15K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
100New |
$2.8K - $3.56K
|
100
$4.77K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
46New |
$1.29K - $1.64K
|
46
$2.19K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
42New |
$1.17K - $1.49K
|
42
$2K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
18New |
$503 - $641
|
18
$858
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17New |
$475 - $605
|
17
$811
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$280 - $356
|
10
$477
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 0.46% |
$224 - $285
|
1.75K
$83.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3New |
$83.9 - $107
|
3
$143
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 1.85% |
$28 - $35.6
|
55
$2.62K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
1.72MNew |
$45M - $59.7M
|
1.72M
$81.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
288KNew |
$7.55M - $10M
|
288K
$13.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
202KNew |
$5.3M - $7.04M
|
202K
$9.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
202KNew |
$5.28M - $7.01M
|
202K
$9.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
157KNew |
$4.11M - $5.45M
|
157K
$7.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
108KNew |
$2.83M - $3.76M
|
108K
$5.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
PUT |
55.8KNew |
$1.46M - $1.94M
|
55.8K
$2.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
52KNew |
$1.36M - $1.81M
|
52K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
28.5KNew |
$747K - $992K
|
28.5K
$1.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
26.2K+ 48.66% |
$687K - $913K
|
80.1K
$3.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
22.7K+ 58.29% |
$596K - $791K
|
61.7K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
21.7KNew |
$569K - $756K
|
21.7K
$1.04M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
16KNew |
$419K - $557K
|
16K
$763K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
15.7K+ 2.41% |
$410K - $545K
|
666K
$31.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
15.1KNew |
$396K - $526K
|
15.1K
$721K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
11.9KNew |
$312K - $414K
|
11.9K
$567K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
10.9KNew |
$286K - $380K
|
10.9K
$521K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
10.4K+ 114.9% |
$273K - $362K
|
19.5K
$927K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10.2K+ 37.7% |
$267K - $355K
|
37.3K
$1.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
9KNew |
$236K - $313K
|
9K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.97KNew |
$235K - $312K
|
8.97K
$428K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7.36KNew |
$193K - $256K
|
7.36K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.6K+ 55.57% |
$147K - $195K
|
15.7K
$748K
|
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
- |
4.68K+ 63.91% |
$123K - $163K
|
12K
$572K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
4.68K+ 63.91% |
$123K - $163K
|
12K
$572K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.31K+ 14.55% |
$86.6K - $115K
|
26K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.47K+ 86.76% |
$64.8K - $86K
|
5.32K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
2.1KNew |
$55K - $73.1K
|
2.1K
$100K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.84KNew |
$48.1K - $63.9K
|
1.84K
$87.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.8K+ 10.43% |
$47.2K - $62.6K
|
19K
$908K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
800New |
$21K - $27.8K
|
800
$38.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
660+ 1.08% |
$17.3K - $23K
|
61.6K
$2.94M
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
439New |
$11.5K - $15.3K
|
439
$20.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
350+ 3.3% |
$9.17K - $12.2K
|
11K
$523K
|
|