Veritable, L.P. Truist Financial Corp Transaction History

Veritable, L.P.

$0
Q3 2023

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$26.21 - $34.79 $45,500 - $60,395	-1,736 Reduced 4.1%	40,597 $1.23 Million
Q1 2023 May 12, 2023	SELL	$30.56 - $50.39 $59,530 - $98,159	-1,948 Reduced 4.4%	42,333 $1.44 Million
Q4 2022 Feb 14, 2023	SELL	$40.42 - $47.26 $216,166 - $252,746	-5,348 Reduced 10.78%	44,281 $1.91 Million
Q3 2022 Nov 14, 2022	BUY	$20.41 - $50.47 $33,921 - $83,881	1,662 Added 3.46%	49,629 $2.16 Million
Q2 2022 Aug 15, 2022	BUY	$45.68 - $55.36 $148,185 - $179,587	3,244 Added 7.25%	47,967 $2.28 Million
Q1 2022 May 11, 2022	BUY	$56.23 - $67.41 $131,578 - $157,739	2,340 Added 5.52%	44,723 $2.54 Million
Q4 2021 Feb 14, 2022	SELL	$55.67 - $65.14 $57,952 - $67,810	-1,041 Reduced 2.4%	42,383 $2.48 Million
Q3 2021 Nov 15, 2021	SELL	$52.18 - $60.15 $130,136 - $150,014	-2,494 Reduced 5.43%	43,424 $2.55 Million
Q2 2021 Aug 16, 2021	SELL	$52.81 - $62.14 $102,821 - $120,986	-1,947 Reduced 4.07%	45,918 $2.55 Million
Q1 2021 May 17, 2021	BUY	$47.18 - $60.17 $115,496 - $147,296	2,448 Added 5.39%	47,865 $2.79 Million
Q4 2020 Feb 11, 2021	SELL	$38.75 - $49.04 $226,610 - $286,785	-5,848 Reduced 11.41%	45,417 $2.18 Million
Q3 2020 Nov 13, 2020	BUY	$33.61 - $40.81 $33,072 - $40,157	984 Added 1.96%	51,265 $1.95 Million
Q2 2020 Aug 14, 2020	SELL	$27.21 - $46.37 $121,193 - $206,531	-4,454 Reduced 8.14%	50,281 $1.89 Million
Q1 2020 May 13, 2020	SELL	$25.69 - $56.67 $1.48 Million - $3.26 Million	-57,468 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$50.81 - $56.72 $2.92 Million - $3.26 Million	57,468 New	57,468 $3.24 Million

Others Institutions Holding TFC

# of Institutions

1,647

Shares Held

944M

Call Options Held

9.38M

Put Options Held

6.49M

Vanguard Group Inc Valley Forge, PA

119M
Shares

$5.17 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

99M
Shares

$4.29 Billion
0.09% of portfolio
Capital International Investors Los Angeles, CA

71.9M
Shares

$3.11 Billion
0.61% of portfolio
State Street Corp Boston, MA

61.9M
Shares

$2.68 Billion
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

51.6M
Shares

$2.24 Billion
0.18% of portfolio

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 $57.5B
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

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