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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 43.07% |
$342K - $564K
|
14.8K
$697K
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
5.73K+ 13.52% |
$175K - $289K
|
48.1K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-588K- 63.03% |
$18M - $29.6M
|
345K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
108+ 0.06% |
$3.3K - $5.44K
|
191K
$8.99M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-44- 45.36% |
$1.34K - $2.22K
|
53
$2.5K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
32+ 4.38% |
$978 - $1.61K
|
762
$35.9K
|
|
|
May 12, 2023
Q1 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
10KNew |
$306K - $504K
|
10K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
231+ 1.24% |
$7.06K - $11.6K
|
18.9K
$890K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
734+ 4.88% |
$22.4K - $37K
|
15.8K
$744K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
108KNew |
$3.29M - $5.43M
|
108K
$5.08M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
548+ 391.43% |
$16.7K - $27.6K
|
688
$32.4K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.3K- 34.44% |
$101K - $166K
|
6.27K
$296K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-14.4K- 6.5% |
$440K - $726K
|
207K
$9.77M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-8.75K- 42.93% |
$267K - $441K
|
11.6K
$548K
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
6.01KNew |
$184K - $303K
|
6.01K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
200KNew |
$6.11M - $10.1M
|
200K
$9.43M
|
|
|
May 11, 2023
Q1 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-55.4K- 14.77% |
$1.69M - $2.79M
|
320K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.07K- 4.9% |
$63.2K - $104K
|
40.1K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.13K+ 75.16% |
$65.2K - $107K
|
4.97K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
15.9KNew |
$486K - $802K
|
15.9K
$750K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
277New |
$8.47K - $14K
|
277
$13.1K
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
37.5KNew |
$1.15M - $1.89M
|
37.5K
$1.77M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.21KNew |
$281K - $464K
|
9.21K
$434K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
6.16KNew |
$188K - $311K
|
6.16K
$291K
|
|
|
May 09, 2023
Q1 2023
|
Cowen And Company, LLC
|
BUY
|
CALL |
10KNew |
$306K - $504K
|
10K
$472K
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.07K- 5.19% |
$93.9K - $155K
|
56.2K
$2.65M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
519New |
$15.9K - $26.2K
|
519
$24.5K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.04K- 6.29% |
$31.8K - $52.5K
|
15.5K
$732K
|
|
|
May 05, 2023
Q1 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
30KNew |
$917K - $1.51M
|
30K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
SELL
|
- |
-160- 1.21% |
$4.89K - $8.06K
|
13.1K
$616K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
19.2KNew |
$588K - $970K
|
19.2K
$907K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
174+ 11.67% |
$5.32K - $8.77K
|
1.67K
$78.5K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.82KNew |
$55.5K - $91.5K
|
1.82K
$85.6K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
5.11K+ 14.66% |
$156K - $257K
|
39.9K
$1.88M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
971+ 73.9% |
$29.7K - $48.9K
|
2.29K
$108K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-18.2K- 11.1% |
$556K - $917K
|
146K
$6.88M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
759+ 1.86% |
$23.2K - $38.2K
|
41.5K
$1.96M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-15- 5.17% |
$458 - $756
|
275
$13K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.41K- 34.29% |
$73.6K - $121K
|
4.61K
$218K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-449- 3.14% |
$13.7K - $22.6K
|
13.8K
$653K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.24K- 50.82% |
$68.4K - $113K
|
2.17K
$102K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1New |
$30.6 - $50.4
|
1
$47.2
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.83K+ 2.14% |
$56K - $92.3K
|
87.6K
$4.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-430- 2.53% |
$13.1K - $21.7K
|
16.6K
$781K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-383- 78.48% |
$11.7K - $19.3K
|
105
$4.95K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
180+ 0.96% |
$5.5K - $9.07K
|
18.9K
$889K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-858- 10.29% |
$26.2K - $43.2K
|
7.48K
$353K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
96New |
$2.93K - $4.84K
|
96
$4.53K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
2.76K+ 24.73% |
$84.2K - $139K
|
13.9K
$655K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
137+ 304.44% |
$4.19K - $6.9K
|
182
$8.58K
|