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 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-323- 5.15% |
$12.3K - $14.5K
|
5.95K
$262K
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.28K- 2.25% |
$125K - $147K
|
142K
$6.25M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-187- 95.9% |
$7.15K - $8.4K
|
8
$352
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
95New |
$3.63K - $4.27K
|
95
$4.18K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.77K+ 3.38% |
$67.7K - $79.6K
|
54.2K
$2.39M
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.28K+ 10.15% |
$125K - $148K
|
35.6K
$1.57M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7.54K- 7.48% |
$288K - $339K
|
93.3K
$4.1M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.51K- 8.13% |
$134K - $158K
|
39.6K
$1.74M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
300New |
$11.5K - $13.5K
|
300
$13.2K
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-27- 0.44% |
$1.03K - $1.21K
|
6.13K
$269K
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-46- 0.03% |
$1.76K - $2.07K
|
149K
$6.56M
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
851+ 1.9% |
$32.5K - $38.2K
|
45.7K
$2.01M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
121K+ 155.85% |
$4.61M - $5.42M
|
198K
$8.72M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
600New |
$22.9K - $27K
|
600
$26.4K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.52K+ 2.27% |
$173K - $203K
|
203K
$8.94M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-80- 0.49% |
$3.06K - $3.6K
|
16.4K
$722K
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.84K- 2.27% |
$147K - $172K
|
165K
$7.25M
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
19.7KNew |
$754K - $887K
|
19.7K
$868K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
58+ 1.66% |
$2.22K - $2.61K
|
3.56K
$157K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
30.6K+ 7.28% |
$1.17M - $1.38M
|
452K
$19.9M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 9.98% |
$11.5M - $13.5M
|
3.3M
$145M
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
354KNew |
$13.5M - $15.9M
|
354K
$15.6M
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
55.1K+ 523.38% |
$2.11M - $2.48M
|
65.7K
$2.89M
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
8.34K+ 0.28% |
$319K - $375K
|
2.98M
$131M
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3.6K- 35.57% |
$138K - $162K
|
6.52K
$287K
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-4.28K- 2.04% |
$163K - $192K
|
205K
$9.03M
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-44K- 1.5% |
$1.68M - $1.98M
|
2.9M
$127M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
36+ 4.56% |
$1.38K - $1.62K
|
826
$36.3K
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5.08KNew |
$194K - $228K
|
5.08K
$223K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
45New |
$1.72K - $2.02K
|
45
$1.98K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
270+ 2.67% |
$10.3K - $12.1K
|
10.4K
$457K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-10.1K- 42.38% |
$384K - $452K
|
13.7K
$601K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 0.14% |
$191 - $225
|
3.61K
$159K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.49K+ 6.79% |
$133K - $157K
|
54.9K
$2.41M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.22K+ 0.8% |
$46.8K - $55K
|
155K
$6.81M
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
20KNew |
$763K - $897K
|
20K
$878K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-60- 0.97% |
$2.29K - $2.7K
|
6.15K
$271K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.5K- 18.09% |
$57.4K - $67.5K
|
6.8K
$299K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.1K- 7.03% |
$384K - $452K
|
133K
$5.86M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
648+ 0.16% |
$24.8K - $29.1K
|
405K
$17.8M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.45K+ 6.92% |
$170K - $200K
|
68.6K
$3.02M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 18.8% |
$956 - $1.12K
|
108
$4.75K
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
33.9K+ 359.9% |
$1.29M - $1.52M
|
43.3K
$1.9M
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
5.85K+ 42.95% |
$224K - $263K
|
19.5K
$857K
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
4.75KNew |
$182K - $214K
|
4.75K
$209K
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3.16K+ 32.93% |
$121K - $142K
|
12.7K
$560K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.11K- 34.69% |
$119K - $140K
|
5.85K
$257K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
998+ 8.58% |
$38.1K - $44.9K
|
12.6K
$556K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.05K+ 19.72% |
$155K - $182K
|
24.6K
$1.08M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-23.1K- 5.05% |
$883K - $1.04M
|
435K
$19.1M
|