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 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.96K- 29.45% |
$82.9K - $105K
|
7.1K
$308K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
46New |
$1.29K - $1.64K
|
46
$1.99K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.15K- 79.79% |
$32.2K - $41K
|
292
$12.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
100New |
$2.8K - $3.56K
|
100
$4.33K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-207- 48.14% |
$5.79K - $7.37K
|
223
$9.66K
|
|
|
Nov 07, 2023
Q3 2023
|
Park Circle CO
|
BUY
|
- |
17.5K+ 510.2% |
$489K - $623K
|
20.9K
$907K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.03K+ 3.38% |
$113K - $143K
|
123K
$5.34M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-48.4K- 26.35% |
$1.35M - $1.72M
|
135K
$5.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.67K- 7.05% |
$131K - $166K
|
61.6K
$2.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 1.85% |
$28 - $35.6
|
55
$2.38K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.25KNew |
$35K - $44.5K
|
1.25K
$54.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-350- 24.2% |
$9.79K - $12.5K
|
1.1K
$47.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$28 - $35.6
|
705
$30.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.61K- 17.24% |
$44.9K - $57.2K
|
7.71K
$334K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1+ 0.01% |
$28 - $35.6
|
15.2K
$656K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-110- 1.07% |
$3.08K - $3.91K
|
10.2K
$442K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
42New |
$1.17K - $1.49K
|
42
$1.82K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.54KNew |
$43K - $54.7K
|
1.54K
$66.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
3KNew |
$83.9K - $107K
|
3K
$130K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
400New |
$11.2K - $14.2K
|
400
$17.3K
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-13.1K- 46.29% |
$366K - $466K
|
15.2K
$658K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3New |
$83.9 - $107
|
3
$130
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.11K- 3.09% |
$31.2K - $39.6K
|
35K
$1.52M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-1.9K- 20.01% |
$53.1K - $67.6K
|
7.59K
$329K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-287- 71.75% |
$8.03K - $10.2K
|
113
$4.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.16K- 7.5% |
$60.5K - $76.9K
|
26.7K
$1.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
20K+ 87.04% |
$560K - $713K
|
43K
$1.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-76- 67.26% |
$2.13K - $2.7K
|
37
$1.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-55- 12.42% |
$1.54K - $1.96K
|
388
$16.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
161K+ 106.28% |
$4.51M - $5.74M
|
313K
$13.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.45K- 0.68% |
$40.6K - $51.6K
|
213K
$9.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
18New |
$503 - $641
|
18
$780
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-700- 48.54% |
$19.6K - $24.9K
|
742
$32.1K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
139New |
$3.89K - $4.95K
|
139
$6.02K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$280 - $356
|
10
$433
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-119Closed |
$3.12K - $4.14K
|
0
$0
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-4.89KClosed |
$128K - $170K
|
0
$0
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-906K- 99.89% |
$23.8M - $31.5M
|
975
$42.2K
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-30.4KClosed |
$796K - $1.06M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-44.7K- 45.89% |
$1.17M - $1.55M
|
52.7K
$2.28M
|
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
- |
4.68K+ 63.91% |
$123K - $163K
|
12K
$520K
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.22M- 96.67% |
$32M - $42.5M
|
42.1K
$1.82M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
16KNew |
$419K - $557K
|
16K
$693K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
59New |
$1.55K - $2.05K
|
59
$2.56K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.31K+ 14.55% |
$86.6K - $115K
|
26K
$1.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
11.9KNew |
$312K - $414K
|
11.9K
$515K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-50.2K- 86.11% |
$1.32M - $1.75M
|
8.09K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
28.5KNew |
$747K - $992K
|
28.5K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
202KNew |
$5.28M - $7.01M
|
202K
$8.73M
|
|