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 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.95% |
$137 - $166
|
319
$14K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
114New |
$5.21K - $6.31K
|
114
$5.01K
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.84KClosed |
$267K - $324K
|
0
$0
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
853New |
$39K - $47.2K
|
853
$37.5K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-99Closed |
$4.52K - $5.48K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-200- 3.67% |
$9.14K - $11.1K
|
5.25K
$231K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.3KClosed |
$59.6K - $72.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-8.51KClosed |
$389K - $471K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-3.87KClosed |
$177K - $214K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
475KNew |
$21.7M - $26.3M
|
475K
$20.9M
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
200New |
$9.14K - $11.1K
|
200
$8.79K
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
491+ 10.75% |
$22.4K - $27.2K
|
5.06K
$222K
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
45.5KNew |
$2.08M - $2.52M
|
45.5K
$2M
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-3.66KClosed |
$167K - $203K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
60+ 0.19% |
$2.74K - $3.32K
|
31.8K
$1.4M
|
|
Aug 15, 2022
Q2 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-244KClosed |
$11.1M - $13.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-354- 4.82% |
$16.2K - $19.6K
|
7K
$308K
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-3.79KClosed |
$173K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
14.3KNew |
$653K - $792K
|
14.3K
$629K
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
705+ 18.72% |
$32.2K - $39K
|
4.47K
$197K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.2KNew |
$604K - $732K
|
13.2K
$581K
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4K+ 101.81% |
$183K - $221K
|
7.93K
$349K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.35K+ 3.74% |
$61.6K - $74.6K
|
37.4K
$1.64M
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.4K+ 12.49% |
$110K - $133K
|
21.6K
$951K
|
|
Aug 12, 2022
Q2 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
4.46KNew |
$204K - $247K
|
4.46K
$196K
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-129KClosed |
$5.9M - $7.15M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4KClosed |
$183K - $222K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.22KClosed |
$239K - $289K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-141KClosed |
$6.43M - $7.79M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-31.6KClosed |
$1.44M - $1.75M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-20.4KClosed |
$932K - $1.13M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.92KClosed |
$179K - $217K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-67Closed |
$3.06K - $3.71K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-764- 1.58% |
$34.9K - $42.3K
|
47.5K
$2.09M
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-4KClosed |
$183K - $221K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
199+ 4.36% |
$9.09K - $11K
|
4.77K
$210K
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
393+ 10.1% |
$18K - $21.8K
|
4.28K
$188K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-934- 16.36% |
$42.7K - $51.7K
|
4.78K
$210K
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.27KClosed |
$195K - $236K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-6.18KClosed |
$282K - $342K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.32KClosed |
$197K - $239K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.31KClosed |
$242K - $294K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-5.16KClosed |
$236K - $286K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
50New |
$2.28K - $2.77K
|
50
$2.2K
|
|
Aug 09, 2022
Q2 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
14.6KNew |
$665K - $806K
|
14.6K
$640K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-550- 63.88% |
$25.1K - $30.4K
|
311
$13.7K
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-3.68KClosed |
$168K - $203K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.81% |
$3.52K - $4.26K
|
4.32K
$190K
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-361- 5.79% |
$16.5K - $20K
|
5.88K
$258K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.55KClosed |
$208K - $252K
|
0
$0
|