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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1K+ 33.33% |
$35.4K - $40.2K
|
4K
$173K
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-293- 1.33% |
$10.4K - $11.8K
|
21.7K
$939K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-1.37K- 2.87% |
$48.4K - $55K
|
46.3K
$2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
5.98K+ 5026.05% |
$212K - $240K
|
6.1K
$264K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-360- 14.22% |
$12.7K - $14.5K
|
2.17K
$94K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
43+ 0.47% |
$1.52K - $1.73K
|
9.16K
$397K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.63K+ 2.26% |
$57.6K - $65.4K
|
73.8K
$3.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-799- 2.92% |
$28.3K - $32.1K
|
26.6K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
7New |
$248 - $281
|
7
$303
|
|
|
Aug 06, 2024
Q2 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
43.5K+ 69.6% |
$1.54M - $1.75M
|
106K
$4.59M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.25K- 41.34% |
$44.2K - $50.1K
|
1.77K
$76.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 26.77% |
$60.2K - $68.3K
|
8.05K
$349K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.6KNew |
$519K - $589K
|
14.6K
$635K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.02KNew |
$71.5K - $81.1K
|
2.02K
$87.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.73K+ 108.81% |
$167K - $190K
|
9.08K
$393K
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
28.6KNew |
$1.01M - $1.15M
|
28.6K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
353+ 4.38% |
$12.5K - $14.2K
|
8.41K
$364K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.3KNew |
$81.4K - $92.4K
|
2.3K
$99.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
101KNew |
$3.57M - $4.05M
|
101K
$4.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
9K+ 52.94% |
$319K - $362K
|
26K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
7.17KNew |
$254K - $288K
|
7.17K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
275KNew |
$9.75M - $11.1M
|
275K
$11.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.83K+ 15.81% |
$64.8K - $73.6K
|
13.4K
$581K
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.18K+ 12.5% |
$77K - $87.4K
|
19.6K
$848K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-425- 4.21% |
$15K - $17.1K
|
9.67K
$419K
|
|
|
Aug 01, 2024
Q2 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-36.6K- 90.05% |
$1.3M - $1.47M
|
4.05K
$175K
|
|
|
Aug 01, 2024
Q2 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
103K+ 40.55% |
$3.65M - $4.14M
|
357K
$15.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1+ 0.0% |
$35.4 - $40.2
|
20.7K
$897K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
900+ 6.25% |
$31.9K - $36.2K
|
15.3K
$663K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-705- 32.05% |
$25K - $28.3K
|
1.5K
$64.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-165- 1.77% |
$5.84K - $6.63K
|
9.13K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.08K- 5.98% |
$38.1K - $43.2K
|
16.9K
$733K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
11.2KNew |
$396K - $450K
|
11.2K
$485K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
155New |
$5.49K - $6.23K
|
155
$6.71K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-245- 1.83% |
$8.68K - $9.84K
|
13.1K
$569K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.79K- 14.37% |
$63.2K - $71.8K
|
10.6K
$461K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.51K- 5.48% |
$88.7K - $101K
|
43.2K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-125- 8.93% |
$4.43K - $5.02K
|
1.28K
$55.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
290+ 2.58% |
$10.3K - $11.7K
|
11.5K
$500K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
436New |
$15.4K - $17.5K
|
436
$18.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
14KNew |
$496K - $563K
|
14K
$606K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-278- 1.65% |
$9.84K - $11.2K
|
16.6K
$719K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14+ 26.42% |
$496 - $563
|
67
$2.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
477+ 6.61% |
$16.9K - $19.2K
|
7.69K
$333K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$2.27K - $2.57K
|
64
$2.77K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-204- 27.49% |
$7.22K - $8.2K
|
538
$23.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
16+ 0.02% |
$567 - $643
|
74.9K
$3.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-10- 0.16% |
$354 - $402
|
6.32K
$274K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
58+ 49.15% |
$2.05K - $2.33K
|
176
$7.62K
|