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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-18K- 10.71% |
$487K - $678K
|
150K
$6.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
34.5KNew |
$933K - $1.3M
|
34.5K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.25KNew |
$33.8K - $47K
|
1.25K
$56K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6KNew |
$162K - $226K
|
6K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
596New |
$16.1K - $22.4K
|
596
$26.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
110New |
$2.97K - $4.14K
|
110
$4.93K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
498New |
$13.5K - $18.7K
|
498
$22.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3- 13.64% |
$81.1 - $113
|
19
$852
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
41.1KNew |
$1.11M - $1.55M
|
41.1K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.23K- 11.15% |
$33.1K - $46.1K
|
9.77K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-229Closed |
$6.19K - $8.62K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$282K - $392K
|
10.4K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-106- 14.48% |
$2.87K - $3.99K
|
626
$28.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
308KNew |
$8.33M - $11.6M
|
308K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Senvest Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$1.08M - $1.51M
|
40K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
6.83KNew |
$185K - $257K
|
6.83K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
59New |
$1.59K - $2.22K
|
59
$2.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-209- 7.05% |
$5.65K - $7.87K
|
2.75K
$124K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.07K- 7.67% |
$29K - $40.4K
|
12.9K
$580K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
143+ 178.75% |
$3.87K - $5.38K
|
223
$10K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
593+ 227.2% |
$16K - $22.3K
|
854
$38.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-12K- 8.78% |
$326K - $453K
|
125K
$5.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
5.39KNew |
$146K - $203K
|
5.39K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-17- 3.83% |
$460 - $640
|
427
$19.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
8.64KNew |
$234K - $325K
|
8.64K
$388K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$265K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-301- 70.99% |
$8.14K - $11.3K
|
123
$5.52K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
241New |
$6.51K - $9.07K
|
241
$10.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.02KNew |
$27.7K - $38.5K
|
1.02K
$45.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
859+ 14.26% |
$23.2K - $32.3K
|
6.88K
$309K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-16- 1.14% |
$432 - $602
|
1.39K
$62.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.64K+ 5.83% |
$44.4K - $61.8K
|
29.8K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.17K- 24.94% |
$58.8K - $81.8K
|
6.54K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
75+ 17.36% |
$2.03K - $2.82K
|
507
$22.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$35.6K - $49.6K
|
1.32K
$59.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
29+ 1.16% |
$784 - $1.09K
|
2.53K
$113K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-170- 0.36% |
$4.6K - $6.4K
|
47.1K
$2.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
92+ 62.59% |
$2.49K - $3.46K
|
239
$10.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-3.7K- 32.58% |
$99.9K - $139K
|
7.65K
$343K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
6.5KNew |
$176K - $245K
|
6.5K
$292K
|
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-15K- 29.55% |
$405K - $565K
|
35.8K
$1.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-303Closed |
$8.19K - $11.4K
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-802- 4.52% |
$21.7K - $30.2K
|
17K
$760K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.96K- 12.4% |
$53K - $73.7K
|
13.8K
$621K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.21KNew |
$59.8K - $83.3K
|
2.21K
$99.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.91KNew |
$160K - $223K
|
5.91K
$265K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
806+ 36.74% |
$21.8K - $30.3K
|
3K
$135K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.92KNew |
$78.9K - $110K
|
2.92K
$131K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.9K+ 13.57% |
$78.4K - $109K
|
24.3K
$1.09M
|
|