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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
6.83KNew |
$185K - $257K
|
6.83K
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
6.5KNew |
$176K - $245K
|
6.5K
$297K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.42KNew |
$174K - $242K
|
6.42K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
6.3KNew |
$170K - $237K
|
6.3K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6KNew |
$162K - $226K
|
6K
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$270K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$270K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
5.39KNew |
$146K - $203K
|
5.39K
$246K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.92KNew |
$78.9K - $110K
|
2.92K
$133K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.9K+ 13.57% |
$78.4K - $109K
|
24.3K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.21KNew |
$59.8K - $83.3K
|
2.21K
$101K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.64K+ 5.83% |
$44.4K - $61.8K
|
29.8K
$1.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$35.6K - $49.6K
|
1.32K
$60.1K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.29K+ 4.23% |
$34.9K - $48.6K
|
31.8K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.25KNew |
$33.8K - $47K
|
1.25K
$57K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.02KNew |
$27.7K - $38.5K
|
1.02K
$46.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
859+ 14.26% |
$23.2K - $32.3K
|
6.88K
$314K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
806+ 36.74% |
$21.8K - $30.3K
|
3K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
792New |
$21.4K - $29.8K
|
792
$36.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
596New |
$16.1K - $22.4K
|
596
$27.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
593+ 227.2% |
$16K - $22.3K
|
854
$39K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
498New |
$13.5K - $18.7K
|
498
$22.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
375New |
$10.1K - $14.1K
|
375
$17.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
300New |
$8.11K - $11.3K
|
300
$13.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
241New |
$6.51K - $9.07K
|
241
$11K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 909.09% |
$5.41K - $7.53K
|
222
$10.1K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
168+ 1.42% |
$4.54K - $6.32K
|
12K
$546K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
145New |
$3.92K - $5.46K
|
145
$6.62K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
143+ 178.75% |
$3.87K - $5.38K
|
223
$10.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
110New |
$2.97K - $4.14K
|
110
$5.02K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
109New |
$2.95K - $4.1K
|
109
$4.98K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
92+ 62.59% |
$2.49K - $3.46K
|
239
$10.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
75+ 17.36% |
$2.03K - $2.82K
|
507
$23.1K
|
|
|
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
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
60New |
$1.62K - $2.26K
|
60
$2.74K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
59New |
$1.59K - $2.22K
|
59
$2.69K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
29+ 1.16% |
$784 - $1.09K
|
2.53K
$115K
|
|
| Q3 2023 | |||||||
|
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
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1MNew |
$28M - $35.7M
|
1M
$45.7M
|
|
|
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
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
400KNew |
$11.2M - $14.2M
|
400K
$18.3M
|
|
|
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
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
185KNew |
$5.17M - $6.58M
|
185K
$8.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
161K+ 106.28% |
$4.51M - $5.74M
|
313K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
128KNew |
$3.59M - $4.57M
|
128K
$5.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
98.7KNew |
$2.76M - $3.51M
|
98.7K
$4.51M
|
|
|
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
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
50KNew |
$1.4M - $1.78M
|
50K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
American Assets Investment Management, LLC
|
BUY
|
- |
30K+ 8.47% |
$839K - $1.07M
|
384K
$17.5M
|
|