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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
6.5KNew |
$176K - $245K
|
6.5K
$297K
|
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-15K- 29.55% |
$405K - $565K
|
35.8K
$1.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-303Closed |
$8.19K - $11.4K
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.42KNew |
$174K - $242K
|
6.42K
$293K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 909.09% |
$5.41K - $7.53K
|
222
$10.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-802- 4.52% |
$21.7K - $30.2K
|
17K
$774K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.96K- 12.4% |
$53K - $73.7K
|
13.8K
$632K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.21KNew |
$59.8K - $83.3K
|
2.21K
$101K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$270K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
806+ 36.74% |
$21.8K - $30.3K
|
3K
$137K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.92KNew |
$78.9K - $110K
|
2.92K
$133K
|
|
|
Jan 16, 2024
Q4 2023
|
Australian Super Pty LTD
|
BUY
|
- |
73.8K+ 24.83% |
$2M - $2.78M
|
371K
$17M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.9K+ 13.57% |
$78.4K - $109K
|
24.3K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-40- 1.85% |
$1.08K - $1.51K
|
2.12K
$96.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
64.1KNew |
$1.73M - $2.41M
|
64.1K
$2.93M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
145New |
$3.92K - $5.46K
|
145
$6.62K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-247- 51.46% |
$6.68K - $9.3K
|
233
$10.6K
|
|
| Q3 2023 | |||||||
|
Mar 07, 2024
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-220- 0.1% |
$6.15K - $7.83K
|
219K
$9.98M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-150Closed |
$4.2K - $5.34K
|
0
$0
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17New |
$475 - $605
|
17
$776
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.72KNew |
$216K - $275K
|
7.72K
$353K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-131- 4.86% |
$3.66K - $4.66K
|
2.56K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-58.8K- 67.5% |
$1.65M - $2.09M
|
28.3K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
17.5KNew |
$489K - $623K
|
17.5K
$799K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 9.85% |
$47.8K - $60.8K
|
19K
$870K
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
80KNew |
$2.24M - $2.85M
|
80K
$3.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.02M+ 2358.57% |
$84.4M - $107M
|
3.15M
$144M
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
800KNew |
$22.4M - $28.5M
|
800K
$36.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
25KNew |
$699K - $890K
|
25K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1MNew |
$28M - $35.7M
|
1M
$45.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
8.27KNew |
$231K - $294K
|
8.27K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
400KNew |
$11.2M - $14.2M
|
400K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-28- 0.4% |
$783 - $997
|
7.06K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
185KNew |
$5.17M - $6.58M
|
185K
$8.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2- 2.5% |
$55.9 - $71.2
|
78
$3.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
724New |
$20.3K - $25.8K
|
724
$33.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
50KNew |
$1.4M - $1.78M
|
50K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
200KNew |
$5.59M - $7.12M
|
200K
$9.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-94.2K- 74.48% |
$2.64M - $3.35M
|
32.3K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-3.39K- 21.04% |
$94.8K - $121K
|
12.7K
$581K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8- 2.62% |
$224 - $285
|
297
$13.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
98.7KNew |
$2.76M - $3.51M
|
98.7K
$4.51M
|
|
|
Nov 13, 2023
Q3 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-286K- 58.04% |
$8M - $10.2M
|
207K
$9.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-116- 0.19% |
$3.24K - $4.13K
|
60.3K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.8K+ 24.48% |
$78.3K - $99.7K
|
14.2K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
7.08KNew |
$198K - $252K
|
7.08K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.43K- 57.51% |
$264K - $336K
|
6.97K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400+ 31.25% |
$11.2K - $14.2K
|
1.68K
$76.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.49KClosed |
$237K - $302K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
20.7KNew |
$580K - $738K
|
20.7K
$947K
|
|