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 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-23.8K- 13.46% |
$485K - $1.2M
|
153K
$7.21M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-75- 1.75% |
$1.53K - $3.79K
|
4.21K
$199K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
69+ 1.1% |
$1.41K - $3.48K
|
6.37K
$300K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$204 - $505
|
10
$472
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
883+ 13.57% |
$18K - $44.6K
|
7.39K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
88New |
$1.8K - $4.44K
|
88
$4.15K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
61+ 2.27% |
$1.25K - $3.08K
|
2.75K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
28+ 112.0% |
$571 - $1.41K
|
53
$2.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
319+ 0.31% |
$6.51K - $16.1K
|
105K
$4.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.49KClosed |
$132K - $327K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-16K- 9.59% |
$327K - $808K
|
151K
$7.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
318New |
$6.49K - $16K
|
318
$15K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
199K+ 91.99% |
$4.07M - $10.1M
|
416K
$19.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9.68K- 24.67% |
$198K - $488K
|
29.6K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-95- 11.7% |
$1.94K - $4.79K
|
717
$33.8K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.5K+ 186.18% |
$235K - $580K
|
17.7K
$833K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14.1KNew |
$287K - $709K
|
14.1K
$663K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-10.1K- 0.27% |
$205K - $508K
|
3.73M
$176M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
40.7K+ 84.93% |
$831K - $2.05M
|
88.6K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
76.3KNew |
$1.56M - $3.85M
|
76.3K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9.38K+ 5.37% |
$192K - $474K
|
184K
$8.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.8KNew |
$98K - $242K
|
4.8K
$226K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.4% |
$1.31K - $3.23K
|
4.64K
$219K
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.88KNew |
$99.6K - $246K
|
4.88K
$230K
|
|
|
Nov 09, 2022
Q3 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
100KNew |
$2.04M - $5.05M
|
100K
$4.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
29New |
$592 - $1.46K
|
29
$1.37K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
650+ 15.07% |
$13.3K - $32.8K
|
4.96K
$234K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.33K- 18.98% |
$27.2K - $67.2K
|
5.68K
$268K
|
|
|
Nov 09, 2022
Q3 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-375- 3.49% |
$7.65K - $18.9K
|
10.4K
$489K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.52KNew |
$51.4K - $127K
|
2.52K
$119K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.81KNew |
$98.1K - $243K
|
4.81K
$227K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-500- 22.41% |
$10.2K - $25.2K
|
1.73K
$81.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-250- 78.62% |
$5.1K - $12.6K
|
68
$3.21K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$102 - $252
|
1.82K
$85.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.48K+ 82.84% |
$30.1K - $74.5K
|
3.26K
$154K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 0.63% |
$20.4 - $50.5
|
159
$7.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
60New |
$1.22K - $3.03K
|
60
$2.83K
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-315- 2.92% |
$6.43K - $15.9K
|
10.5K
$495K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3+ 0.04% |
$61.2 - $151
|
7.36K
$347K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-25.3K- 23.09% |
$517K - $1.28M
|
84.4K
$3.98M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
7.66KNew |
$156K - $386K
|
7.66K
$361K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
22+ 0.52% |
$449 - $1.11K
|
4.24K
$200K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.84% |
$918 - $2.27K
|
5.29K
$250K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-537- 4.48% |
$11K - $27.1K
|
11.5K
$540K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
87.8KNew |
$1.79M - $4.43M
|
87.8K
$4.14M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
3.6KNew |
$73.5K - $182K
|
3.6K
$170K
|
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.4KClosed |
$89.8K - $222K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
38KNew |
$775K - $1.92M
|
38K
$1.79M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
249+ 100.0% |
$5.08K - $12.6K
|
498
$23.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-13.9K- 53.41% |
$283K - $701K
|
12.1K
$571K
|