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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-209- 7.05% |
$5.65K - $7.87K
|
2.75K
$119K
|
|
|
Feb 08, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
666KNew |
$18M - $25.1M
|
666K
$28.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
6.3KNew |
$170K - $237K
|
6.3K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.07K- 7.67% |
$29K - $40.4K
|
12.9K
$560K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
143+ 178.75% |
$3.87K - $5.38K
|
223
$9.66K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
593+ 227.2% |
$16K - $22.3K
|
854
$37K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
768+ 301.18% |
$20.8K - $28.9K
|
1.02K
$44.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-12K- 8.78% |
$326K - $453K
|
125K
$5.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
5.39KNew |
$146K - $203K
|
5.39K
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.11KNew |
$165K - $230K
|
6.11K
$265K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-980- 8.97% |
$26.5K - $36.9K
|
9.94K
$431K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-17- 3.83% |
$460 - $640
|
427
$18.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
8.64KNew |
$234K - $325K
|
8.64K
$374K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-301- 70.99% |
$8.14K - $11.3K
|
123
$5.33K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
241New |
$6.51K - $9.07K
|
241
$10.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-188- 1.56% |
$5.08K - $7.08K
|
11.9K
$514K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.02KNew |
$27.7K - $38.5K
|
1.02K
$44.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-4.16K- 5.57% |
$112K - $157K
|
70.5K
$3.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
859+ 14.26% |
$23.2K - $32.3K
|
6.88K
$298K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-16- 1.14% |
$432 - $602
|
1.39K
$60.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-156- 3.42% |
$4.22K - $5.87K
|
4.4K
$191K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.93KNew |
$160K - $223K
|
5.93K
$257K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.64K+ 5.83% |
$44.4K - $61.8K
|
29.8K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.17K- 24.94% |
$58.8K - $81.8K
|
6.54K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
75+ 17.36% |
$2.03K - $2.82K
|
507
$22K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$35.6K - $49.6K
|
1.32K
$57.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
29+ 1.16% |
$784 - $1.09K
|
2.53K
$109K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-170- 0.36% |
$4.6K - $6.4K
|
47.1K
$2.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
92+ 62.59% |
$2.49K - $3.46K
|
239
$10.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.49K+ 136.69% |
$40.4K - $56.2K
|
2.59K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-3.7K- 32.58% |
$99.9K - $139K
|
7.65K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
6.5KNew |
$176K - $245K
|
6.5K
$282K
|
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-15K- 29.55% |
$405K - $565K
|
35.8K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-303Closed |
$8.19K - $11.4K
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.42KNew |
$174K - $242K
|
6.42K
$278K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.12K- 91.71% |
$30.2K - $42K
|
101
$4.38K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
5.55KNew |
$150K - $209K
|
5.55K
$240K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 909.09% |
$5.41K - $7.53K
|
222
$9.62K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-802- 4.52% |
$21.7K - $30.2K
|
17K
$734K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.96K- 12.4% |
$53K - $73.7K
|
13.8K
$600K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.21KNew |
$59.8K - $83.3K
|
2.21K
$95.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$256K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
806+ 36.74% |
$21.8K - $30.3K
|
3K
$130K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.92KNew |
$78.9K - $110K
|
2.92K
$126K
|
|
|
Jan 16, 2024
Q4 2023
|
Australian Super Pty LTD
|
BUY
|
- |
73.8K+ 24.83% |
$2M - $2.78M
|
371K
$16.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40New |
$1.08K - $1.51K
|
40
$1.73K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.9K+ 13.57% |
$78.4K - $109K
|
24.3K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-40- 1.85% |
$1.08K - $1.51K
|
2.12K
$91.9K
|