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 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
59New |
$2.25K - $2.65K
|
59
$2.69K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-66- 6.63% |
$2.52K - $2.97K
|
929
$42.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-20K- 27.96% |
$764K - $899K
|
51.5K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
28.3KNew |
$1.08M - $1.27M
|
28.3K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.8K- 21.06% |
$107K - $126K
|
10.5K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-175- 2.89% |
$6.69K - $7.86K
|
5.88K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-134K- 34.6% |
$5.1M - $6M
|
252K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.07KNew |
$194K - $228K
|
5.07K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
26.8KNew |
$1.02M - $1.2M
|
26.8K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.99KNew |
$191K - $224K
|
4.99K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-119- 1.97% |
$4.55K - $5.35K
|
5.93K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
40.4KNew |
$1.54M - $1.82M
|
40.4K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-200- 7.14% |
$7.64K - $8.99K
|
2.6K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-82K- 19.43% |
$3.13M - $3.69M
|
340K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-43.7K- 32.09% |
$1.67M - $1.96M
|
92.5K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
215+ 25.18% |
$8.22K - $9.66K
|
1.07K
$48.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
15.7K+ 6.74% |
$600K - $706K
|
249K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-615- 11.07% |
$23.5K - $27.6K
|
4.94K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.69K- 1.86% |
$103K - $121K
|
143K
$6.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.1KNew |
$195K - $229K
|
5.1K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
59.5KNew |
$2.28M - $2.68M
|
59.5K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-308- 0.71% |
$11.8K - $13.8K
|
43.2K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
70+ 1.02% |
$2.68K - $3.15K
|
6.95K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
200K+ 100.0% |
$7.64M - $8.99M
|
400K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-98- 4.74% |
$3.75K - $4.4K
|
1.97K
$90K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.5K- 3.54% |
$57.3K - $67.4K
|
40.9K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
10.2KNew |
$389K - $458K
|
10.2K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
16.9K+ 151.0% |
$645K - $758K
|
28K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-578- 10.51% |
$22.1K - $26K
|
4.92K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.04K+ 89.25% |
$193K - $227K
|
10.7K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.13KNew |
$311K - $365K
|
8.13K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
10.9KNew |
$417K - $490K
|
10.9K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
136KNew |
$5.18M - $6.09M
|
136K
$6.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-227- 2.73% |
$8.68K - $10.2K
|
8.08K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
203New |
$7.76K - $9.12K
|
203
$9.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
50.6K+ 40.07% |
$1.93M - $2.27M
|
177K
$8.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-298- 3.53% |
$11.4K - $13.4K
|
8.13K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.06K+ 5.94% |
$40.7K - $47.8K
|
19K
$867K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500New |
$19.1K - $22.5K
|
500
$22.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.55KNew |
$174K - $205K
|
4.55K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.56K+ 28.23% |
$136K - $160K
|
16.2K
$738K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
207K+ 313.4% |
$7.9M - $9.28M
|
273K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-43K- 33.32% |
$1.64M - $1.93M
|
86K
$3.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.47KNew |
$133K - $156K
|
3.47K
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
5.2K+ 74.1% |
$199K - $234K
|
12.2K
$558K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
94New |
$3.59K - $4.22K
|
94
$4.29K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
700+ 4666.67% |
$26.8K - $31.5K
|
715
$32.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.37K- 32.52% |
$90.4K - $106K
|
4.91K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.77K- 20.49% |
$67.5K - $79.4K
|
6.86K
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
41.6K+ 25.37% |
$1.59M - $1.87M
|
206K
$9.39M
|