Mutual Advisors, LLC Truist Financial Corp Transaction History

Mutual Advisors, LLC

$3.06 Billion
Q1 2024

A detailed history of Mutual Advisors, LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Mutual Advisors, LLC holds 32,131 shares of TFC stock, worth $1.25 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

32,131

Previous 30,207 6.37%

Holding current value

$1.25 Million

Previous $1.12 Million 12.29%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$34.53 - $38.98 $66,435 - $74,997	1,924 Added 6.37%	32,131 $1.25 Million
Q4 2023 Jan 12, 2024	BUY	$27.03 - $37.64 $114,093 - $158,878	4,221 Added 16.24%	30,207 $1.12 Million
Q3 2023 Nov 13, 2023	SELL	$27.97 - $35.59 $92,273 - $117,411	-3,299 Reduced 11.27%	25,986 $743,000
Q2 2023 Jul 31, 2023	BUY	$26.21 - $34.79 $29,617 - $39,312	1,130 Added 4.01%	29,285 $888,000
Q1 2023 Apr 11, 2023	BUY	$30.56 - $50.39 $213,675 - $352,326	6,992 Added 33.04%	28,155 $960,000

Q4 2022 Jan 12, 2023	SELL	$40.42 - $47.26 $2,101 - $2,457	-52 Reduced 0.25%	21,163 $0
Q3 2022 Nov 03, 2022	BUY	$20.41 - $50.47 $8,490 - $20,995	416 Added 2.0%	21,215 $924,000
Q2 2022 Aug 15, 2022	SELL	$45.68 - $55.36 $49,425 - $59,899	-1,082 Reduced 4.94%	20,799 $986,000
Q1 2022 May 09, 2022	BUY	$56.23 - $67.41 $24,572 - $29,458	437 Added 2.04%	21,881 $1.24 Million
Q4 2021 Feb 14, 2022	BUY	$55.67 - $65.14 $26,721 - $31,267	480 Added 2.29%	21,444 $1.26 Million
Q3 2021 Nov 15, 2021	BUY	$52.18 - $60.15 $150,748 - $173,773	2,889 Added 15.98%	20,964 $1.23 Million
Q2 2021 Aug 12, 2021	BUY	$52.81 - $62.14 $139,629 - $164,298	2,644 Added 17.13%	18,075 $1 Million
Q1 2021 May 13, 2021	SELL	$47.18 - $60.17 $587,532 - $749,297	-12,453 Reduced 44.66%	15,431 $900,000
Q4 2020 Feb 11, 2021	BUY	$38.75 - $49.04 $6,432 - $8,140	166 Added 0.6%	27,884 $1.34 Million
Q3 2020 Nov 13, 2020	SELL	$33.61 - $40.81 $1,747 - $2,122	-52 Reduced 0.19%	27,718 $1.06 Million
Q2 2020 Aug 05, 2020	SELL	$27.21 - $46.37 $25,795 - $43,958	-948 Reduced 3.3%	27,770 $1.04 Million
Q1 2020 May 13, 2020	BUY	$25.69 - $56.67 $23,866 - $52,646	929 Added 3.34%	28,718 $886,000
Q4 2019 Feb 11, 2020	BUY	$50.81 - $56.72 $1.41 Million - $1.58 Million	27,789 New	27,789 $1.57 Million

Others Institutions Holding TFC

# of Institutions

1,551

Shares Held

935M

Call Options Held

10.1M

Put Options Held

6.61M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $51.6B
Description
Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...

More about TFC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Truist Financial Corp Transaction History