Latest Institutional Purchases of Truist Financial Corp (TFC)
This list provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2021
Q4 2020
|
American Assets Inc
|
BUY
|
- |
10KNew |
$388K - $490K
|
10K
$466K
|
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
5KNew |
$194K - $245K
|
5K
$233K
|
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.18KNew |
$84.3K - $107K
|
2.18K
$101K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$51K - $64.6K
|
1.32K
$61.3K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
900New |
$34.9K - $44.1K
|
900
$41.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
745New |
$28.9K - $36.5K
|
745
$34.7K
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$3.88K - $4.9K
|
100
$4.66K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
20.7K+ 396.07% |
$695K - $844K
|
25.9K
$1.21M
|
|
|
Nov 10, 2020
Q3 2020
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
11.4KNew |
$309K - $527K
|
11.4K
$529K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
18+ 13.95% |
$490 - $835
|
147
$6.84K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Opus Investment Management Inc
|
BUY
|
- |
6K+ 5.88% |
$154K - $340K
|
108K
$5.03M
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
85New |
$2.18K - $4.82K
|
85
$3.96K
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
80KNew |
$4.06M - $4.54M
|
80K
$3.72M
|
|
|
Feb 14, 2020
Q4 2019
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
60.5KNew |
$3.07M - $3.43M
|
60.5K
$2.82M
|
|
|
Feb 13, 2020
Q4 2019
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
11.7KNew |
$592K - $661K
|
11.7K
$543K
|
|
|
Feb 14, 2020
Q4 2019
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
7.66KNew |
$389K - $434K
|
7.66K
$357K
|
|
|
Jan 24, 2020
Q4 2019
|
Founders Capital Management
|
BUY
|
- |
225New |
$11.4K - $12.8K
|
225
$10.5K
|
|
| Q3 2019 | |||||||
|
Oct 09, 2024
Q3 2019
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$90.5 - $107
|
5.22K
$243K
|
|