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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.16K- 13.28% |
$44.2K - $52K
|
7.56K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.12K- 21.56% |
$196K - $230K
|
18.6K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
445+ 1.4% |
$17K - $20K
|
32.1K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.1KNew |
$386K - $454K
|
10.1K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
10.2KNew |
$389K - $458K
|
10.2K
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.37M- 72.92% |
$205M - $241M
|
1.99M
$87.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.18K- 5.61% |
$45.2K - $53.2K
|
19.9K
$876K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
8.36KNew |
$320K - $376K
|
8.36K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.19M- 59.22% |
$45.6M - $53.6M
|
822K
$36.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-27K- 26.15% |
$1.03M - $1.21M
|
76.2K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 1.09% |
$76.4 - $89.9
|
186
$8.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120+ 0.05% |
$4.59K - $5.39K
|
236K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
16.9K+ 151.0% |
$645K - $758K
|
28K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.01K+ 17.26% |
$153K - $180K
|
27.2K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-578- 10.51% |
$22.1K - $26K
|
4.92K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.4K+ 151.76% |
$437K - $514K
|
19K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.03K- 38.97% |
$116K - $136K
|
4.74K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-118K- 7.28% |
$4.49M - $5.28M
|
1.5M
$65.9M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-4.24K- 10.79% |
$162K - $191K
|
35.1K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.8K+ 22.53% |
$1.18M - $1.39M
|
168K
$7.38M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 4.47% |
$72.5K - $85.3K
|
44.4K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
130+ 2.4% |
$4.97K - $5.84K
|
5.54K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-106- 0.84% |
$4.05K - $4.76K
|
12.5K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
456K+ 1.69% |
$17.4M - $20.5M
|
27.4M
$1.21B
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.04K+ 89.25% |
$193K - $227K
|
10.7K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
92.3K+ 13.4% |
$3.53M - $4.15M
|
781K
$34.4M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.3K- 3.04% |
$49.7K - $58.5K
|
41.5K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.13KNew |
$311K - $365K
|
8.13K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
33+ 0.61% |
$1.26K - $1.48K
|
5.41K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
5.75KNew |
$220K - $258K
|
5.75K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
10.9KNew |
$417K - $490K
|
10.9K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.89K- 35.52% |
$187K - $220K
|
8.88K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.53K+ 15.37% |
$58.6K - $68.8K
|
11.5K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
280+ 1.31% |
$10.7K - $12.6K
|
21.7K
$956K
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-41K- 63.26% |
$1.57M - $1.84M
|
23.8K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-992- 1.44% |
$37.9K - $44.6K
|
67.8K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-340- 1.91% |
$13K - $15.3K
|
17.5K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.58K- 4.99% |
$60.2K - $70.8K
|
30K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.43K+ 10.21% |
$93K - $109K
|
26.3K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
136KNew |
$5.18M - $6.09M
|
136K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-970K- 9.57% |
$37.1M - $43.6M
|
9.16M
$403M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-221- 0.37% |
$8.45K - $9.93K
|
59.9K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
5+ 0.03% |
$191 - $225
|
15.3K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-176- 1.35% |
$6.73K - $7.91K
|
12.9K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
470+ 6.36% |
$18K - $21.1K
|
7.86K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-227- 2.73% |
$8.68K - $10.2K
|
8.08K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
5.62KNew |
$215K - $253K
|
5.62K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.22% |
$803 - $944
|
9.4K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
42.9KNew |
$1.64M - $1.93M
|
42.9K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
138KNew |
$5.27M - $6.2M
|
138K
$6.07M
|