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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.5K- 18.43% |
$53.1K - $60.3K
|
6.64K
$292K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
40New |
$1.42K - $1.61K
|
40
$1.76K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
767New |
$27.2K - $30.8K
|
767
$33.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.12K+ 72.63% |
$111K - $125K
|
7.42K
$327K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
165New |
$5.84K - $6.63K
|
165
$7.26K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
4K+ 181.98% |
$142K - $161K
|
6.2K
$273K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 6.12% |
$106 - $121
|
52
$2.29K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19New |
$673 - $763
|
19
$836
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-150- 0.95% |
$5.31K - $6.03K
|
15.6K
$688K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 1.64% |
$177 - $201
|
309
$13.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
24+ 0.52% |
$850 - $964
|
4.61K
$203K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
416+ 3.85% |
$14.7K - $16.7K
|
11.2K
$494K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-6.33K- 41.63% |
$224K - $254K
|
8.88K
$391K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
SELL
|
- |
-4.28K- 38.64% |
$152K - $172K
|
6.8K
$299K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-455- 7.43% |
$16.1K - $18.3K
|
5.67K
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-162- 33.61% |
$5.74K - $6.51K
|
320
$14.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
150New |
$5.31K - $6.03K
|
150
$6.6K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-192- 61.54% |
$6.8K - $7.71K
|
120
$5.28K
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.81K- 25.24% |
$64.2K - $72.8K
|
5.37K
$236K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.11KNew |
$110K - $125K
|
3.11K
$137K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$10.6K - $12.1K
|
300
$13.2K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
8.73K+ 58.17% |
$301K - $340K
|
23.7K
$1.04M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
15+ 1.92% |
$518 - $585
|
798
$35.1K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9.03KNew |
$312K - $352K
|
9.03K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-502- 8.91% |
$17.3K - $19.6K
|
5.13K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
547+ 3.91% |
$18.9K - $21.3K
|
14.5K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
CALL |
-65.2K- 56.6% |
$2.25M - $2.54M
|
50K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.08K- 16.06% |
$37.4K - $42.2K
|
5.66K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-44.5K- 56.96% |
$1.54M - $1.73M
|
33.6K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
14KNew |
$484K - $546K
|
14K
$617K
|
|
|
May 15, 2024
Q1 2024
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
100KNew |
$3.45M - $3.9M
|
100K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.61KNew |
$228K - $258K
|
6.61K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.78K- 5.89% |
$165K - $186K
|
76.3K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-262K- 52.91% |
$9.06M - $10.2M
|
234K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-29.5K- 44.16% |
$1.02M - $1.15M
|
37.3K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
20.1KNew |
$696K - $785K
|
20.1K
$887K
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
52.7KNew |
$1.82M - $2.05M
|
52.7K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
26New |
$898 - $1.01K
|
26
$1.14K
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
6.4KNew |
$221K - $249K
|
6.4K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
9.3KNew |
$321K - $362K
|
9.3K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-465K- 32.84% |
$16M - $18.1M
|
950K
$41.8M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.62KNew |
$229K - $258K
|
6.62K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.47K- 3.94% |
$85.2K - $96.2K
|
60.2K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Tejara Capital LTD
London, X0 |
BUY
|
- |
75.5KNew |
$2.61M - $2.94M
|
75.5K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
64New |
$2.21K - $2.49K
|
64
$2.82K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.06% |
$138 - $156
|
6.31K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$97.2K - $110K
|
2.82K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.18KNew |
$179K - $202K
|
5.18K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.89KNew |
$307K - $347K
|
8.89K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-493- 0.91% |
$17K - $19.2K
|
53.8K
$2.37M
|
|