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 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
416+ 3.85% |
$14.7K - $16.7K
|
11.2K
$513K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-6.33K- 41.63% |
$224K - $254K
|
8.88K
$405K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
SELL
|
- |
-4.28K- 38.64% |
$152K - $172K
|
6.8K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-455- 7.43% |
$16.1K - $18.3K
|
5.67K
$259K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-19- 5.26% |
$673 - $763
|
342
$15.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-162- 33.61% |
$5.74K - $6.51K
|
320
$14.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
12New |
$425 - $482
|
12
$548
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
150New |
$5.31K - $6.03K
|
150
$6.85K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 21.88% |
$10.6K - $12.1K
|
1.67K
$76.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-87- 11.69% |
$3.08K - $3.5K
|
657
$30K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-192- 61.54% |
$6.8K - $7.71K
|
120
$5.48K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
980+ 2.91% |
$34.7K - $39.4K
|
34.7K
$1.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.81K- 25.24% |
$64.2K - $72.8K
|
5.37K
$245K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.11KNew |
$110K - $125K
|
3.11K
$142K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
300New |
$10.6K - $12.1K
|
300
$13.7K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
15+ 1.92% |
$518 - $585
|
798
$36.4K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
9.03KNew |
$312K - $352K
|
9.03K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-502- 8.91% |
$17.3K - $19.6K
|
5.13K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
547+ 3.91% |
$18.9K - $21.3K
|
14.5K
$663K
|
|
|
May 15, 2024
Q1 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
CALL |
-65.2K- 56.6% |
$2.25M - $2.54M
|
50K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.08K- 16.06% |
$37.4K - $42.2K
|
5.66K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-502- 82.84% |
$17.3K - $19.6K
|
104
$4.75K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-44.5K- 56.96% |
$1.54M - $1.73M
|
33.6K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
14KNew |
$484K - $546K
|
14K
$640K
|
|
|
May 15, 2024
Q1 2024
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
100KNew |
$3.45M - $3.9M
|
100K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.61KNew |
$228K - $258K
|
6.61K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.78K- 5.89% |
$165K - $186K
|
76.3K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-262K- 52.91% |
$9.06M - $10.2M
|
234K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-29.5K- 44.16% |
$1.02M - $1.15M
|
37.3K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
20.1KNew |
$696K - $785K
|
20.1K
$920K
|
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
SELL
|
CALL |
-113K- 30.76% |
$3.89M - $4.39M
|
254K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
52.7KNew |
$1.82M - $2.05M
|
52.7K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
26New |
$898 - $1.01K
|
26
$1.19K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 14.33% |
$58.1K - $65.6K
|
13.4K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
6.4KNew |
$221K - $249K
|
6.4K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
9.3KNew |
$321K - $362K
|
9.3K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-465K- 32.84% |
$16M - $18.1M
|
950K
$43.4M
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
9.55K+ 103.07% |
$330K - $372K
|
18.8K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.62KNew |
$229K - $258K
|
6.62K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.47K- 3.94% |
$85.2K - $96.2K
|
60.2K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Tejara Capital LTD
London, X0 |
BUY
|
- |
75.5KNew |
$2.61M - $2.94M
|
75.5K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
64New |
$2.21K - $2.49K
|
64
$2.92K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.06% |
$138 - $156
|
6.31K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
90.6KNew |
$3.13M - $3.53M
|
90.6K
$4.14M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$97.2K - $110K
|
2.82K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.18KNew |
$179K - $202K
|
5.18K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.89KNew |
$307K - $347K
|
8.89K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-493- 0.91% |
$17K - $19.2K
|
53.8K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.2K+ 8.59% |
$767K - $866K
|
281K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.1K+ 61.66% |
$1.32M - $1.48M
|
99.9K
$4.56M
|
|