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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
97New |
$3.35K - $3.78K
|
97
$4.43K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
288+ 4.77% |
$9.94K - $11.2K
|
6.33K
$289K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-84K- 97.67% |
$2.9M - $3.27M
|
2K
$91.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-599- 3.34% |
$20.7K - $23.3K
|
17.3K
$791K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11.1KNew |
$385K - $434K
|
11.1K
$509K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
313+ 3.41% |
$10.8K - $12.2K
|
9.5K
$434K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
131New |
$4.52K - $5.11K
|
131
$5.98K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.02K- 81.41% |
$104K - $118K
|
690
$31.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-313- 80.46% |
$10.8K - $12.2K
|
76
$3.47K
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
5.14KNew |
$177K - $200K
|
5.14K
$235K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
215New |
$7.42K - $8.38K
|
215
$9.82K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
387+ 3.07% |
$13.4K - $15.1K
|
13K
$594K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-25.1K- 8.23% |
$867K - $979K
|
280K
$12.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
89.3KNew |
$3.08M - $3.48M
|
89.3K
$4.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
16.6K+ 210.74% |
$573K - $647K
|
24.5K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.25K+ 17.14% |
$43.2K - $48.7K
|
8.55K
$390K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
533+ 76.14% |
$18.4K - $20.8K
|
1.23K
$56.3K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-590- 9.72% |
$20.4K - $23K
|
5.48K
$250K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
225New |
$7.77K - $8.77K
|
225
$10.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-500- 61.2% |
$17.3K - $19.5K
|
317
$14.5K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
6.19KNew |
$214K - $241K
|
6.19K
$283K
|
|
| Q4 2023 | |||||||
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
8.89KNew |
$240K - $335K
|
8.89K
$406K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.29K+ 4.23% |
$34.9K - $48.6K
|
31.8K
$1.45M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-89- 88.12% |
$2.41K - $3.35K
|
12
$548
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
168+ 1.42% |
$4.54K - $6.32K
|
12K
$546K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
300New |
$8.11K - $11.3K
|
300
$13.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.5K- 18.72% |
$67.5K - $94.1K
|
10.9K
$495K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-150- 0.15% |
$4.05K - $5.65K
|
100K
$4.57M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
109New |
$2.95K - $4.1K
|
109
$4.98K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
375New |
$10.1K - $14.1K
|
375
$17.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 18.6% |
$35.1K - $48.9K
|
5.69K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 18.6% |
$35.1K - $48.9K
|
5.69K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
18K+ 3.06% |
$486K - $677K
|
606K
$27.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
923KNew |
$24.9M - $34.7M
|
923K
$42.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
9KNew |
$243K - $339K
|
9K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
CALL |
-4.5K- 77.59% |
$122K - $169K
|
1.3K
$59.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
16.6K+ 44764.86% |
$448K - $623K
|
16.6K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
525KNew |
$14.2M - $19.8M
|
525K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-137- 1.79% |
$3.7K - $5.16K
|
7.51K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-10.4K- 35.84% |
$281K - $391K
|
18.6K
$850K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-6.1K- 54.95% |
$165K - $230K
|
5K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
228K+ 69.2% |
$6.17M - $8.6M
|
558K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
CALL |
2.35MNew |
$63.6M - $88.6M
|
2.35M
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
62New |
$1.68K - $2.33K
|
62
$2.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.57K- 8.49% |
$42.5K - $59.2K
|
17K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$1.62K - $2.26K
|
60
$2.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
8.58KNew |
$232K - $323K
|
8.58K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
2.48M+ 771.12% |
$67M - $93.3M
|
2.8M
$128M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
30.6KNew |
$828K - $1.15M
|
30.6K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.62K- 16.83% |
$43.9K - $61.1K
|
8.02K
$366K
|
|