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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
723+ 2.68% |
$27.6K - $32.5K
|
27.7K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-383- 1.39% |
$14.6K - $17.2K
|
27.3K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-208- 3.58% |
$7.95K - $9.35K
|
5.61K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.78K- 3.38% |
$68.1K - $80.1K
|
50.9K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
143KNew |
$5.45M - $6.41M
|
143K
$6.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-49.8K- 1.38% |
$1.9M - $2.24M
|
3.56M
$157M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.38K- 2.34% |
$129K - $152K
|
141K
$6.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-20K- 27.96% |
$764K - $899K
|
51.5K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-178K- 11.55% |
$6.8M - $8M
|
1.36M
$60M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
71+ 0.61% |
$2.71K - $3.19K
|
11.8K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
28.3KNew |
$1.08M - $1.27M
|
28.3K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.92K- 16.77% |
$73.5K - $86.5K
|
9.55K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.73K+ 4.29% |
$104K - $123K
|
66.5K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.88K- 3.74% |
$110K - $129K
|
74.1K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.07K+ 5.97% |
$117K - $138K
|
54.6K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.48M+ 1.25% |
$56.4M - $66.4M
|
119M
$5.24B
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22.3KNew |
$851K - $1M
|
22.3K
$979K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.74K- 6.88% |
$66.5K - $78.2K
|
23.5K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
327KNew |
$12.5M - $14.7M
|
327K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
CALL |
401KNew |
$15.3M - $18M
|
401K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.41K+ 43.58% |
$92K - $108K
|
7.93K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-16.6K- 13.88% |
$634K - $746K
|
103K
$4.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
302K+ 35.98% |
$11.6M - $13.6M
|
1.14M
$50.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.22K+ 2.5% |
$123K - $145K
|
132K
$5.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.8K- 21.06% |
$107K - $126K
|
10.5K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
243+ 0.31% |
$9.29K - $10.9K
|
78.4K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
486K+ 209.49% |
$18.6M - $21.9M
|
718K
$31.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
64.5K+ 9.69% |
$2.47M - $2.9M
|
731K
$32.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
20.4M+ 39.5% |
$778M - $915M
|
71.9M
$3.16B
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
7.19KNew |
$275K - $323K
|
7.19K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.35K+ 5.47% |
$51.7K - $60.8K
|
26.1K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-185K- 61.72% |
$7.07M - $8.32M
|
115K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-175- 2.89% |
$6.69K - $7.86K
|
5.88K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-517- 3.67% |
$19.8K - $23.2K
|
13.6K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-133K- 33.87% |
$5.08M - $5.97M
|
259K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-134K- 34.6% |
$5.1M - $6M
|
252K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.07KNew |
$194K - $228K
|
5.07K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
13K+ 26.21% |
$497K - $584K
|
62.6K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.2K+ 12.17% |
$45.8K - $53.8K
|
11K
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
504+ 1.24% |
$19.3K - $22.6K
|
41.2K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-25.9M- 50.16% |
$991M - $1.16B
|
25.8M
$1.13B
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.04K- 8.98% |
$346K - $406K
|
91.6K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
26.8KNew |
$1.02M - $1.2M
|
26.8K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
50+ 0.47% |
$1.91K - $2.25K
|
10.8K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.7K- 12.69% |
$1.1M - $1.29M
|
197K
$8.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-15.1K- 11.71% |
$576K - $677K
|
114K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200- 0.13% |
$7.64K - $8.99K
|
156K
$6.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
537K+ 37.61% |
$20.5M - $24.1M
|
1.97M
$86.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-903- 3.7% |
$34.5K - $40.6K
|
23.5K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
99.7KNew |
$3.81M - $4.48M
|
99.7K
$4.39M
|