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 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.83K- 0.57% |
$70K - $82.3K
|
320K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.3K+ 17.58% |
$470K - $553K
|
82.3K
$3.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
700+ 4666.67% |
$26.8K - $31.5K
|
715
$31.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.86K- 0.71% |
$224K - $263K
|
821K
$36.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
4.93K+ 0.29% |
$188K - $221K
|
1.71M
$75.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
824+ 9.33% |
$31.5K - $37K
|
9.66K
$425K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-59.5K- 25.11% |
$2.27M - $2.67M
|
177K
$7.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
3.7K+ 137.04% |
$141K - $166K
|
6.4K
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
72+ 5.64% |
$2.75K - $3.24K
|
1.35K
$59.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.4K- 0.81% |
$91.5K - $108K
|
292K
$12.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-636- 4.51% |
$24.3K - $28.6K
|
13.5K
$592K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.88K+ 23.42% |
$72K - $84.7K
|
9.93K
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
53+ 5.0% |
$2.03K - $2.38K
|
1.11K
$48.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.4K- 13.67% |
$91.7K - $108K
|
15.1K
$666K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.67K- 1.69% |
$102K - $120K
|
155K
$6.8M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-26- 0.5% |
$994 - $1.17K
|
5.23K
$230K
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-17.7K- 0.78% |
$678K - $797K
|
2.25M
$99.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-65- 1.1% |
$2.48K - $2.92K
|
5.82K
$256K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.86K- 2.87% |
$224K - $263K
|
198K
$8.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
22.2K+ 55.7% |
$849K - $998K
|
62.1K
$2.73M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
3.27K+ 28.93% |
$125K - $147K
|
14.6K
$641K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
7+ 0.07% |
$268 - $315
|
10.3K
$454K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-668K- 7.47% |
$25.5M - $30M
|
8.26M
$364M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.37K- 32.52% |
$90.4K - $106K
|
4.91K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.28K- 6.81% |
$125K - $147K
|
44.9K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
187+ 1.24% |
$7.15K - $8.4K
|
15.3K
$673K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.77K- 20.49% |
$67.5K - $79.4K
|
6.86K
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.62K+ 23.98% |
$100K - $118K
|
13.5K
$595K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
20New |
$764 - $899
|
20
$880
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
41.6K+ 25.37% |
$1.59M - $1.87M
|
206K
$9.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.13K+ 81.1% |
$81.4K - $95.7K
|
4.75K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-14- 3.14% |
$535 - $629
|
432
$19K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-266- 0.68% |
$10.2K - $12K
|
38.8K
$1.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.02% |
$76.4 - $89.9
|
8.58K
$377K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
19+ 0.33% |
$726 - $854
|
5.73K
$252K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
890+ 0.54% |
$34K - $40K
|
167K
$7.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.53K+ 5.75% |
$58.4K - $68.6K
|
28.1K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
181K+ 10.32% |
$6.91M - $8.12M
|
1.93M
$85M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-217K- 37.88% |
$8.3M - $9.76M
|
356K
$15.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.78M- 63.27% |
$68M - $79.9M
|
1.03M
$45.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
897+ 1.3% |
$34.3K - $40.3K
|
69.8K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.34K- 6.44% |
$51.2K - $60.2K
|
19.5K
$856K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15+ 0.16% |
$573 - $674
|
9.19K
$404K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-7.05K- 14.52% |
$270K - $317K
|
41.5K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
700+ 32.24% |
$26.8K - $31.5K
|
2.87K
$126K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
12.1K+ 4.28% |
$462K - $543K
|
294K
$13M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-220- 0.57% |
$8.41K - $9.89K
|
38.7K
$1.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
875+ 2.71% |
$33.4K - $39.3K
|
33.2K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-443- 4.9% |
$16.9K - $19.9K
|
8.61K
$379K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.16KNew |
$197K - $232K
|
5.16K
$227K
|