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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-141KClosed |
$6.43M - $7.79M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-31.6KClosed |
$1.44M - $1.75M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-20.4KClosed |
$932K - $1.13M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.92KClosed |
$179K - $217K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-67Closed |
$3.06K - $3.71K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-764- 1.58% |
$34.9K - $42.3K
|
47.5K
$2.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-4KClosed |
$183K - $221K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
199+ 4.36% |
$9.09K - $11K
|
4.77K
$225K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
393+ 10.1% |
$18K - $21.8K
|
4.28K
$202K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-934- 16.36% |
$42.7K - $51.7K
|
4.78K
$225K
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.27KClosed |
$195K - $236K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-6.18KClosed |
$282K - $342K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.32KClosed |
$197K - $239K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.31KClosed |
$242K - $294K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-5.16KClosed |
$236K - $286K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
50New |
$2.28K - $2.77K
|
50
$2.36K
|
|
|
Aug 09, 2022
Q2 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
14.6KNew |
$665K - $806K
|
14.6K
$687K
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-550- 63.88% |
$25.1K - $30.4K
|
311
$14.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-3.68KClosed |
$168K - $203K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.81% |
$3.52K - $4.26K
|
4.32K
$204K
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-361- 5.79% |
$16.5K - $20K
|
5.88K
$277K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.55KClosed |
$208K - $252K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
26.8KNew |
$1.22M - $1.48M
|
26.8K
$1.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-3.89KClosed |
$178K - $215K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
3.17K+ 5.08% |
$145K - $175K
|
65.5K
$3.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
19New |
$868 - $1.05K
|
19
$896
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
317+ 4.38% |
$14.5K - $17.5K
|
7.56K
$357K
|
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-1.02MClosed |
$46.7M - $56.6M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-751KClosed |
$34.3M - $41.6M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-18- 0.35% |
$822 - $996
|
5.11K
$241K
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.52KClosed |
$344K - $416K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.17KClosed |
$190K - $231K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
296New |
$13.5K - $16.4K
|
296
$14K
|
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.36KNew |
$427K - $518K
|
9.36K
$441K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-192KClosed |
$8.77M - $10.6M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-3.66KClosed |
$167K - $203K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-5.29KClosed |
$242K - $293K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4KNew |
$183K - $221K
|
4K
$189K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.8K- 17.21% |
$82.2K - $99.6K
|
8.66K
$408K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.11KClosed |
$188K - $228K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-4.83KClosed |
$220K - $267K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-3.89KClosed |
$178K - $215K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-7.3KClosed |
$333K - $404K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-63.7KClosed |
$2.91M - $3.52M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-10- 0.06% |
$457 - $554
|
15.5K
$732K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.62KClosed |
$166K - $201K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-3.87KClosed |
$177K - $214K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-3.71KClosed |
$170K - $205K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.53KNew |
$207K - $251K
|
4.53K
$214K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
170+ 4.08% |
$7.77K - $9.41K
|
4.33K
$204K
|