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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.13K- 9.41% |
$196K - $231K
|
49.4K
$2.15M
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-524- 7.5% |
$20K - $23.5K
|
6.46K
$281K
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-809- 9.34% |
$30.9K - $36.4K
|
7.86K
$342K
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-78.4K- 6.74% |
$3M - $3.52M
|
1.08M
$47.2M
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-855- 0.45% |
$32.7K - $38.4K
|
189K
$8.23M
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
22.9KNew |
$876K - $1.03M
|
22.9K
$998K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
130+ 178.08% |
$4.97K - $5.84K
|
203
$8.84K
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
9.16K+ 13.92% |
$350K - $412K
|
75K
$3.27M
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.33K- 8.4% |
$89.1K - $105K
|
25.4K
$1.11M
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
47+ 0.25% |
$1.8K - $2.11K
|
19K
$825K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.74K+ 0.56% |
$66.6K - $78.3K
|
312K
$13.6M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.26K- 18.36% |
$125K - $146K
|
14.5K
$631K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
257KNew |
$9.82M - $11.5M
|
257K
$11.2M
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
24.5K+ 114.47% |
$935K - $1.1M
|
45.8K
$2M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
71.4K+ 28.28% |
$2.73M - $3.21M
|
324K
$14.1M
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-163- 1.95% |
$6.23K - $7.33K
|
8.2K
$357K
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.98K- 8.94% |
$267K - $314K
|
71K
$3.09M
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-227- 3.1% |
$8.68K - $10.2K
|
7.09K
$309K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.42K- 5.42% |
$169K - $198K
|
77.1K
$3.36M
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
11KNew |
$420K - $494K
|
11K
$479K
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-80- 0.22% |
$3.06K - $3.6K
|
36.4K
$1.59M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-340- 1.82% |
$13K - $15.3K
|
18.4K
$801K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
108+ 3.89% |
$4.13K - $4.85K
|
2.88K
$125K
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.78K- 5.45% |
$221K - $260K
|
100K
$4.36M
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-82- 1.57% |
$3.13K - $3.69K
|
5.14K
$224K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4+ 0.41% |
$153 - $180
|
974
$42.4K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.05% |
$1.34K - $1.57K
|
77.4K
$3.37M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.21K- 4.26% |
$314K - $369K
|
185K
$8.04M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
969+ 0.35% |
$37K - $43.5K
|
279K
$12.1M
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-22K- 33.58% |
$840K - $988K
|
43.5K
$1.89M
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
20.9K+ 5.24% |
$797K - $937K
|
419K
$18.2M
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
95+ 0.37% |
$3.63K - $4.27K
|
26K
$1.13M
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.84K- 0.81% |
$185K - $217K
|
595K
$25.9M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-424- 6.22% |
$16.2K - $19.1K
|
6.4K
$279K
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.49K- 2.19% |
$57.1K - $67.1K
|
66.7K
$2.91M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.21K+ 1.68% |
$46.2K - $54.3K
|
73.3K
$3.19M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.22K+ 79.81% |
$84.9K - $99.9K
|
5.01K
$218K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-684K- 14.48% |
$26.1M - $30.7M
|
4.04M
$176M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
84.7KNew |
$3.24M - $3.81M
|
84.7K
$3.69M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
617+ 8.24% |
$23.6K - $27.7K
|
8.1K
$353K
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
623+ 2.36% |
$23.8K - $28K
|
27K
$1.18M
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.27K+ 9.55% |
$86.6K - $102K
|
26K
$1.13M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.55K- 1.57% |
$59.4K - $69.8K
|
97.2K
$4.23M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 1.5% |
$76.4 - $89.9
|
135
$5.88K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-870- 8.59% |
$33.3K - $39.1K
|
9.25K
$403K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
59New |
$2.25K - $2.65K
|
59
$2.57K
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
9.66K+ 145.87% |
$369K - $434K
|
16.3K
$709K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.17K+ 11.68% |
$83K - $97.6K
|
20.8K
$904K
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
33.9KNew |
$1.3M - $1.53M
|
33.9K
$1.48M
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
17New |
$650 - $764
|
17
$740
|