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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
301New |
$10.4K - $11.7K
|
301
$13.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
288+ 4.77% |
$9.94K - $11.2K
|
6.33K
$287K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
225New |
$7.77K - $8.77K
|
225
$10.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
215New |
$7.42K - $8.38K
|
215
$9.76K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
208New |
$7.18K - $8.11K
|
208
$9.44K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
131New |
$4.52K - $5.11K
|
131
$5.94K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
98New |
$3.38K - $3.82K
|
98
$4.45K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
97New |
$3.35K - $3.78K
|
97
$4.4K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
92+ 1.66% |
$3.18K - $3.59K
|
5.64K
$256K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
68New |
$2.35K - $2.65K
|
68
$3.09K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
64New |
$2.21K - $2.49K
|
64
$2.9K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
37+ 0.16% |
$1.28K - $1.44K
|
23K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
26New |
$898 - $1.01K
|
26
$1.18K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
15+ 1.92% |
$518 - $585
|
798
$36.2K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10New |
$345 - $390
|
10
$454
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6New |
$207 - $234
|
6
$272
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.06% |
$138 - $156
|
6.31K
$286K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
2.48M+ 771.12% |
$67M - $93.3M
|
2.8M
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
CALL |
2.35MNew |
$63.6M - $88.6M
|
2.35M
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
923KNew |
$24.9M - $34.7M
|
923K
$41.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
525KNew |
$14.2M - $19.8M
|
525K
$23.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
308KNew |
$8.33M - $11.6M
|
308K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
228K+ 69.2% |
$6.17M - $8.6M
|
558K
$25.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
128K+ 91.71% |
$3.47M - $4.83M
|
268K
$12.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
64.1KNew |
$1.73M - $2.41M
|
64.1K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
41.1KNew |
$1.11M - $1.55M
|
41.1K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Senvest Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$1.08M - $1.51M
|
40K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
34.5KNew |
$933K - $1.3M
|
34.5K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
18K+ 3.06% |
$486K - $677K
|
606K
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
16.6K+ 44764.86% |
$448K - $623K
|
16.6K
$753K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$282K - $392K
|
10.4K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
9KNew |
$243K - $339K
|
9K
$409K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
8.89KNew |
$240K - $335K
|
8.89K
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
8.64KNew |
$234K - $325K
|
8.64K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
8.58KNew |
$232K - $323K
|
8.58K
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
6.83KNew |
$185K - $257K
|
6.83K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
6.5KNew |
$176K - $245K
|
6.5K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6KNew |
$162K - $226K
|
6K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$268K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
5.39KNew |
$146K - $203K
|
5.39K
$245K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.92KNew |
$78.9K - $110K
|
2.92K
$133K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.9K+ 13.57% |
$78.4K - $109K
|
24.3K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.21KNew |
$59.8K - $83.3K
|
2.21K
$100K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.64K+ 5.83% |
$44.4K - $61.8K
|
29.8K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$35.6K - $49.6K
|
1.32K
$59.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.25KNew |
$33.8K - $47K
|
1.25K
$56.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.02KNew |
$27.7K - $38.5K
|
1.02K
$46.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
859+ 14.26% |
$23.2K - $32.3K
|
6.88K
$312K
|
|