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 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
25KNew |
$699K - $890K
|
25K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
20.7KNew |
$580K - $738K
|
20.7K
$947K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
20K+ 87.04% |
$560K - $713K
|
43K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
17.5KNew |
$489K - $623K
|
17.5K
$799K
|
|
|
Nov 07, 2023
Q3 2023
|
Park Circle CO
|
BUY
|
- |
17.5K+ 510.2% |
$489K - $623K
|
20.9K
$956K
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
15.7KNew |
$438K - $557K
|
15.7K
$715K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
8.27KNew |
$231K - $294K
|
8.27K
$377K
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.72KNew |
$216K - $275K
|
7.72K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
7.39KNew |
$207K - $263K
|
7.39K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
7.08KNew |
$198K - $252K
|
7.08K
$323K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.03K+ 3.38% |
$113K - $143K
|
123K
$5.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
3KNew |
$83.9K - $107K
|
3K
$137K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.8K+ 24.48% |
$78.3K - $99.7K
|
14.2K
$650K
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.39K+ 6.68% |
$66.8K - $85K
|
38.1K
$1.74M
|
|
|
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 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.54KNew |
$43K - $54.7K
|
1.54K
$70.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.25KNew |
$35K - $44.5K
|
1.25K
$57.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
724New |
$20.3K - $25.8K
|
724
$33.1K
|
|
|
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 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
400New |
$11.2K - $14.2K
|
400
$18.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
220New |
$6.15K - $7.83K
|
220
$10K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
139New |
$3.89K - $4.95K
|
139
$6.35K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
100New |
$2.8K - $3.56K
|
100
$4.57K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
46New |
$1.29K - $1.64K
|
46
$2.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
42New |
$1.17K - $1.49K
|
42
$1.92K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
18New |
$503 - $641
|
18
$822
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17New |
$475 - $605
|
17
$776
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$280 - $356
|
10
$457
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 0.46% |
$224 - $285
|
1.75K
$79.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3New |
$83.9 - $107
|
3
$137
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 1.85% |
$28 - $35.6
|
55
$2.51K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
1.72MNew |
$45M - $59.7M
|
1.72M
$78.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
288KNew |
$7.55M - $10M
|
288K
$13.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
202KNew |
$5.3M - $7.04M
|
202K
$9.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
157KNew |
$4.11M - $5.45M
|
157K
$7.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
108KNew |
$2.83M - $3.76M
|
108K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
PUT |
55.8KNew |
$1.46M - $1.94M
|
55.8K
$2.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
52KNew |
$1.36M - $1.81M
|
52K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
28.5KNew |
$747K - $992K
|
28.5K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
26.2K+ 48.66% |
$687K - $913K
|
80.1K
$3.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
22.7K+ 58.29% |
$596K - $791K
|
61.7K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
21.7KNew |
$569K - $756K
|
21.7K
$992K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
16KNew |
$419K - $557K
|
16K
$731K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
15.7K+ 2.41% |
$410K - $545K
|
666K
$30.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
15.1KNew |
$396K - $526K
|
15.1K
$690K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
11.9KNew |
$312K - $414K
|
11.9K
$543K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
10.9KNew |
$286K - $380K
|
10.9K
$499K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
10.4K+ 114.9% |
$273K - $362K
|
19.5K
$888K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10.2K+ 37.7% |
$267K - $355K
|
37.3K
$1.7M
|
|