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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$11.2K - $13.5K
|
200
$9.54K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
170New |
$9.56K - $11.5K
|
170
$8.11K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
42.9KNew |
$2.39M - $2.79M
|
42.9K
$2.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
13KNew |
$721K - $844K
|
13K
$617K
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
11.8KNew |
$657K - $769K
|
11.8K
$563K
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
9.05KNew |
$504K - $589K
|
9.05K
$431K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
4.59KNew |
$255K - $299K
|
4.59K
$219K
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.42KNew |
$246K - $288K
|
4.42K
$211K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.2KNew |
$234K - $274K
|
4.2K
$200K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
2KNew |
$111K - $130K
|
2K
$95.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.5KNew |
$83.3K - $97.5K
|
1.5K
$71.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$67.8K - $79.3K
|
1.22K
$58.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
699New |
$38.9K - $45.5K
|
699
$33.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
498+ 6.92% |
$27.7K - $32.4K
|
7.69K
$367K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
372New |
$20.7K - $24.2K
|
372
$17.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
357New |
$19.9K - $23.3K
|
357
$17K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
180New |
$10K - $11.7K
|
180
$8.58K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
17New |
$946 - $1.11K
|
17
$811
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
2New |
$111 - $130
|
2
$95.4
|
|
| Q3 2021 | |||||||
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
52.4K+ 36.8% |
$2.73M - $3.15M
|
195K
$9.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
28KNew |
$1.46M - $1.68M
|
28K
$1.34M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
14KNew |
$729K - $840K
|
14K
$666K
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3.4K+ 4.19% |
$178K - $205K
|
84.5K
$4.03M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
163New |
$8.51K - $9.8K
|
163
$7.77K
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
34+ 0.42% |
$1.77K - $2.05K
|
8.06K
$384K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
162KNew |
$8.54M - $10.1M
|
162K
$7.71M
|
|
|
Aug 04, 2021
Q2 2021
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
39.1KNew |
$2.06M - $2.43M
|
39.1K
$1.86M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
24.2KNew |
$1.28M - $1.51M
|
24.2K
$1.16M
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
320New |
$16.9K - $19.9K
|
320
$15.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
43New |
$2.27K - $2.67K
|
43
$2.05K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.12M - $1.42M
|
23.7K
$1.13M
|
|
|
Apr 23, 2021
Q1 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
4.8KNew |
$226K - $289K
|
4.8K
$229K
|
|
|
Apr 19, 2021
Q1 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.25KNew |
$200K - $256K
|
4.25K
$203K
|
|
|
Apr 23, 2021
Q1 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3K+ 60.0% |
$142K - $181K
|
8K
$381K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.37KNew |
$112K - $142K
|
2.37K
$113K
|
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
854New |
$40.3K - $51.4K
|
854
$40.7K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
338New |
$15.9K - $20.3K
|
338
$16.1K
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
221New |
$10.4K - $13.3K
|
221
$10.5K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
American Assets Inc
|
BUY
|
- |
10KNew |
$388K - $490K
|
10K
$477K
|
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
5KNew |
$194K - $245K
|
5K
$238K
|
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.18KNew |
$84.3K - $107K
|
2.18K
$104K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$51K - $64.6K
|
1.32K
$62.8K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
900New |
$34.9K - $44.1K
|
900
$42.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
745New |
$28.9K - $36.5K
|
745
$35.5K
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$3.88K - $4.9K
|
100
$4.77K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
20.7K+ 396.07% |
$695K - $844K
|
25.9K
$1.23M
|
|
|
Nov 10, 2020
Q3 2020
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
11.4KNew |
$309K - $527K
|
11.4K
$542K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
18+ 13.95% |
$490 - $835
|
147
$7.01K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Opus Investment Management Inc
|
BUY
|
- |
6K+ 5.88% |
$154K - $340K
|
108K
$5.15M
|
|