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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-119- 45.95% |
$5.44K - $6.59K
|
140
$6.68K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-229- 5.71% |
$10.5K - $12.7K
|
3.78K
$180K
|
|
|
Jul 27, 2022
Q2 2022
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-124K- 30.97% |
$5.66M - $6.86M
|
276K
$13.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.96KClosed |
$181K - $219K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.73KClosed |
$170K - $207K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6.87KClosed |
$314K - $380K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-2.3K- 5.53% |
$105K - $127K
|
39.3K
$1.87M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-265- 2.45% |
$12.1K - $14.7K
|
10.5K
$503K
|
|
|
Jul 26, 2022
Q2 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-8.81KClosed |
$403K - $488K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-790Closed |
$36.1K - $43.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-4.92KClosed |
$225K - $272K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
212New |
$9.68K - $11.7K
|
212
$10.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Capital Management Corp
|
BUY
|
- |
200+ 4.76% |
$9.14K - $11.1K
|
4.4K
$210K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-70- 1.46% |
$3.2K - $3.88K
|
4.73K
$225K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-25.4KClosed |
$1.16M - $1.41M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-4.44K- 40.44% |
$203K - $246K
|
6.54K
$312K
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4.04KClosed |
$184K - $223K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.89KClosed |
$178K - $216K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-4.06KClosed |
$185K - $224K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
6.2KNew |
$283K - $343K
|
6.2K
$296K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.19K- 31.25% |
$191K - $232K
|
9.22K
$439K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-4.45K- 9.0% |
$203K - $246K
|
44.9K
$2.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.08K- 16.84% |
$49.3K - $59.8K
|
5.33K
$254K
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-4.22KClosed |
$193K - $233K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.26KClosed |
$195K - $236K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.04KNew |
$47.3K - $57.4K
|
1.04K
$49.4K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-165- 10.71% |
$7.54K - $9.13K
|
1.38K
$65.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
2.65K+ 7.0% |
$121K - $146K
|
40.4K
$1.93M
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-21.4KClosed |
$977K - $1.18M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-47.8KClosed |
$2.18M - $2.64M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-5.37KClosed |
$245K - $297K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.38KClosed |
$200K - $242K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-453- 98.69% |
$20.7K - $25.1K
|
6
$286
|
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-13.4KClosed |
$611K - $740K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
124New |
$5.66K - $6.86K
|
124
$5.91K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-374Closed |
$17.1K - $20.7K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-26- 0.3% |
$1.19K - $1.44K
|
8.52K
$406K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
65+ 65.0% |
$2.97K - $3.6K
|
165
$7.87K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
93New |
$4.25K - $5.15K
|
93
$4.43K
|
|
|
Jul 18, 2022
Q2 2022
|
Viking Fund Management LLC
|
BUY
|
- |
33K+ 82.5% |
$1.51M - $1.83M
|
73K
$3.48M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.35KClosed |
$61.5K - $74.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2- 16.67% |
$91.4 - $111
|
10
$477
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-105- 28.85% |
$4.8K - $5.81K
|
259
$12.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-7Closed |
$320 - $388
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
12KNew |
$549K - $665K
|
12K
$573K
|
|
|
Jul 13, 2022
Q2 2022
|
Independent Investors Inc
|
SELL
|
- |
-388- 6.86% |
$17.7K - $21.5K
|
5.27K
$251K
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-3.54KClosed |
$161K - $196K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$495K - $600K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-60- 0.47% |
$2.74K - $3.32K
|
12.8K
$611K
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-189Closed |
$10.6K - $12.7K
|
0
$0
|
|