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, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
653New |
$26.4K - $30.9K
|
653
$30.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$671K - $785K
|
16.6K
$783K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11.5KNew |
$466K - $545K
|
11.5K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
175New |
$7.07K - $8.27K
|
175
$8.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
41.4KNew |
$1.67M - $1.96M
|
41.4K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
64+ 0.89% |
$2.59K - $3.02K
|
7.29K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.8KNew |
$275K - $321K
|
6.8K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-671- 1.72% |
$27.1K - $31.7K
|
38.3K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
18.9KNew |
$765K - $894K
|
18.9K
$892K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$323 - $378
|
8
$377
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.73K- 19.99% |
$110K - $129K
|
10.9K
$514K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 750.0% |
$6.06K - $7.09K
|
170
$8.02K
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.58KNew |
$185K - $217K
|
4.58K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
131+ 0.77% |
$5.3K - $6.19K
|
17.2K
$809K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.96KNew |
$201K - $235K
|
4.96K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
6.4K+ 41.93% |
$259K - $303K
|
21.7K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
58.5K+ 223.51% |
$2.36M - $2.76M
|
84.6K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
627+ 13.0% |
$25.3K - $29.6K
|
5.45K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
1.15K+ 18.12% |
$46.6K - $54.5K
|
7.52K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
496+ 7.96% |
$20K - $23.4K
|
6.73K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
41.9KNew |
$1.69M - $1.98M
|
41.9K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9.92KNew |
$401K - $469K
|
9.92K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.41KNew |
$97.3K - $114K
|
2.41K
$113K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
4.55KNew |
$184K - $215K
|
4.55K
$215K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-77.3K- 99.84% |
$3.13M - $3.66M
|
125
$5.89K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-166- 4.18% |
$6.71K - $7.85K
|
3.8K
$179K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-984- 14.72% |
$39.8K - $46.5K
|
5.7K
$269K
|
|
|
Feb 10, 2023
Q4 2022
|
Lewis Capital Management, LLC
|
SELL
|
- |
-188- 0.41% |
$7.6K - $8.88K
|
46.2K
$2.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
581+ 0.4% |
$23.5K - $27.5K
|
146K
$6.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.91KNew |
$199K - $232K
|
4.91K
$232K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-180- 32.14% |
$7.28K - $8.51K
|
380
$17.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
150+ 1.75% |
$6.06K - $7.09K
|
8.73K
$412K
|
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
1.5K+ 3.85% |
$60.6K - $70.9K
|
40.4K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
403New |
$16.3K - $19K
|
403
$19K
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
54KNew |
$2.18M - $2.55M
|
54K
$2.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 37.5% |
$970 - $1.13K
|
88
$4.15K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$162 - $189
|
5.17K
$244K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-791- 9.06% |
$32K - $37.4K
|
7.94K
$375K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
24.6KNew |
$994K - $1.16M
|
24.6K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.18K- 27.87% |
$128K - $150K
|
8.22K
$387K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
165+ 2.93% |
$6.67K - $7.8K
|
5.79K
$273K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.72KNew |
$191K - $223K
|
4.72K
$222K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
379+ 3.83% |
$15.3K - $17.9K
|
10.3K
$485K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.66K- 20.91% |
$67.1K - $78.5K
|
6.28K
$296K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 11.83% |
$69.8K - $81.6K
|
12.9K
$606K
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.81K- 4.05% |
$73.2K - $85.5K
|
42.9K
$2.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16.4K- 9.53% |
$664K - $776K
|
156K
$7.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.63K- 33.48% |
$65.8K - $76.9K
|
3.24K
$153K
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Americas LLC
|
BUY
|
- |
202KNew |
$8.15M - $9.53M
|
202K
$9.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
300New |
$12.1K - $14.2K
|
300
$14.1K
|