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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-740- 3.07% |
$28.3K - $33.3K
|
23.4K
$1.02M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.51K+ 80.93% |
$249K - $292K
|
14.6K
$634K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-190K- 82.42% |
$7.26M - $8.53M
|
40.5K
$1.76M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.97KNew |
$190K - $223K
|
4.97K
$216K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-8.28K- 4.61% |
$316K - $372K
|
171K
$7.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.57K- 9.89% |
$137K - $161K
|
32.6K
$1.42M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-5.02K- 44.01% |
$192K - $226K
|
6.38K
$278K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.56K- 7.49% |
$98K - $115K
|
31.7K
$1.38M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-51- 0.12% |
$1.95K - $2.29K
|
42.2K
$1.84M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-25- 0.38% |
$956 - $1.12K
|
6.48K
$282K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 29.76% |
$3.82K - $4.49K
|
436
$19K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-5.64K- 11.18% |
$216K - $254K
|
44.8K
$1.95M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
199+ 2.5% |
$7.61K - $8.94K
|
8.17K
$356K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.3K- 47.1% |
$279K - $328K
|
8.2K
$357K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.13K- 9.77% |
$43K - $50.6K
|
10.4K
$452K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.77K- 8.11% |
$221K - $259K
|
65.4K
$2.85M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
547+ 2.25% |
$20.9K - $24.6K
|
24.9K
$1.08M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.6K- 12.65% |
$176K - $207K
|
31.8K
$1.38M
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-955- 2.23% |
$33.8K - $38.4K
|
41.8K
$1.82M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-4.53K- 1.17% |
$161K - $182K
|
384K
$16.7M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-15- 9.8% |
$531 - $603
|
138
$6.01K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-138- 46.15% |
$4.89K - $5.54K
|
161
$7.01K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
51New |
$1.81K - $2.05K
|
51
$2.22K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.53KNew |
$302K - $343K
|
8.53K
$371K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.15K- 54.22% |
$253K - $287K
|
6.04K
$263K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
27.4KNew |
$971K - $1.1M
|
27.4K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
432+ 2.22% |
$15.3K - $17.4K
|
19.9K
$867K
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
2.42K+ 22.38% |
$85.7K - $97.3K
|
13.2K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-99- 31.83% |
$3.51K - $3.98K
|
212
$9.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.07K+ 67.05% |
$215K - $244K
|
15.1K
$659K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
700New |
$24.8K - $28.1K
|
700
$30.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
BUY
|
- |
67+ 0.36% |
$2.37K - $2.69K
|
18.9K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
1.7MNew |
$60.3M - $68.5M
|
1.7M
$74.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-55.9K- 36.7% |
$1.98M - $2.25M
|
96.4K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
10KNew |
$354K - $402K
|
10K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5New |
$177 - $201
|
5
$218
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
150KNew |
$5.31M - $6.03M
|
150K
$6.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
445New |
$15.8K - $17.9K
|
445
$19.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16+ 1.33% |
$567 - $643
|
1.22K
$52.9K
|
|
|
Aug 14, 2024
Q2 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
650K+ 39.39% |
$23M - $26.1M
|
2.3M
$100M
|
|
|
Aug 14, 2024
Q2 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-29.5K- 2.87% |
$1.04M - $1.18M
|
996K
$43.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.71K+ 81.8% |
$308K - $350K
|
19.4K
$843K
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.78K+ 361.83% |
$240K - $272K
|
8.65K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
238K+ 2.28% |
$8.43M - $9.57M
|
10.7M
$465M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-4.7K- 35.07% |
$166K - $189K
|
8.7K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
500K+ 100.0% |
$17.7M - $20.1M
|
1M
$43.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.51K+ 114.77% |
$124K - $141K
|
6.57K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
37.3KNew |
$1.32M - $1.5M
|
37.3K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-61.2K- 62.43% |
$2.17M - $2.46M
|
36.8K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-2.22M- 99.67% |
$78.8M - $89.4M
|
7.26K
$316K
|
|