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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
203New |
$7.76K - $9.12K
|
203
$9.27K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
200+ 1.29% |
$7.64K - $8.99K
|
15.7K
$717K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
199+ 2.5% |
$7.61K - $8.94K
|
8.17K
$373K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
165+ 82.5% |
$6.31K - $7.42K
|
365
$16.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
150+ 2.89% |
$5.73K - $6.74K
|
5.33K
$244K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
135+ 4.96% |
$5.16K - $6.07K
|
2.86K
$130K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
130+ 178.08% |
$4.97K - $5.84K
|
203
$9.27K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 29.76% |
$3.82K - $4.49K
|
436
$19.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
95+ 0.37% |
$3.63K - $4.27K
|
26K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
95New |
$3.63K - $4.27K
|
95
$4.34K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
94New |
$3.59K - $4.22K
|
94
$4.29K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
70+ 1.02% |
$2.68K - $3.15K
|
6.95K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
61+ 1.18% |
$2.33K - $2.74K
|
5.24K
$239K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
59New |
$2.25K - $2.65K
|
59
$2.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
59New |
$2.25K - $2.65K
|
59
$2.69K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
45New |
$1.72K - $2.02K
|
45
$2.05K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
35+ 0.64% |
$1.34K - $1.57K
|
5.53K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 11.54% |
$688 - $809
|
174
$7.94K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
17New |
$650 - $764
|
17
$776
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
16New |
$612 - $719
|
16
$731
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15+ 1.25% |
$573 - $674
|
1.22K
$55.5K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
7New |
$268 - $315
|
7
$320
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4+ 0.41% |
$153 - $180
|
974
$44.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3New |
$115 - $135
|
3
$137
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
1.7MNew |
$60.3M - $68.5M
|
1.7M
$77.8M
|
|
|
Aug 14, 2024
Q2 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
650K+ 39.39% |
$23M - $26.1M
|
2.3M
$105M
|
|
|
Aug 14, 2024
Q2 2024
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
500K+ 100.0% |
$17.7M - $20.1M
|
1M
$45.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
275KNew |
$9.75M - $11.1M
|
275K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
238K+ 2.28% |
$8.43M - $9.57M
|
10.7M
$488M
|
|
|
Aug 13, 2024
Q2 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
200KNew |
$7.08M - $8.04M
|
200K
$9.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
193K+ 163.14% |
$6.83M - $7.75M
|
311K
$14.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
103K+ 40.55% |
$3.65M - $4.14M
|
357K
$16.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
101KNew |
$3.57M - $4.05M
|
101K
$4.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
100KNew |
$3.54M - $4.02M
|
100K
$4.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
43.5K+ 69.6% |
$1.54M - $1.75M
|
106K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
37.3KNew |
$1.32M - $1.5M
|
37.3K
$1.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
28.6KNew |
$1.01M - $1.15M
|
28.6K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
28.4KNew |
$1M - $1.14M
|
28.4K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
26.9KNew |
$953K - $1.08M
|
26.9K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
16.5KNew |
$584K - $663K
|
16.5K
$753K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.3K+ 16.53% |
$540K - $613K
|
108K
$4.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
14KNew |
$496K - $563K
|
14K
$639K
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.8KNew |
$453K - $514K
|
12.8K
$584K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
11.2KNew |
$396K - $450K
|
11.2K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
10KNew |
$354K - $402K
|
10K
$457K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
10KNew |
$354K - $402K
|
10K
$457K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.16KNew |
$324K - $368K
|
9.16K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
8.98KNew |
$318K - $361K
|
8.98K
$410K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.28KNew |
$258K - $293K
|
7.28K
$332K
|
|