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 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
$288K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.19K- 31.25% |
$191K - $232K
|
9.22K
$428K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-4.45K- 9.0% |
$203K - $246K
|
44.9K
$2.09M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.08K- 16.84% |
$49.3K - $59.8K
|
5.33K
$248K
|
|
|
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
$48.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-165- 10.71% |
$7.54K - $9.13K
|
1.38K
$63.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
2.65K+ 7.0% |
$121K - $146K
|
40.4K
$1.88M
|
|
|
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
$279
|
|
|
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
$5.76K
|
|
|
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
$396K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
65+ 65.0% |
$2.97K - $3.6K
|
165
$7.67K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
93New |
$4.25K - $5.15K
|
93
$4.32K
|
|
|
Jul 18, 2022
Q2 2022
|
Viking Fund Management LLC
|
BUY
|
- |
33K+ 82.5% |
$1.51M - $1.83M
|
73K
$3.39M
|
|
|
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
$465
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-105- 28.85% |
$4.8K - $5.81K
|
259
$12K
|
|
|
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
$558K
|
|
|
Jul 13, 2022
Q2 2022
|
Independent Investors Inc
|
SELL
|
- |
-388- 6.86% |
$17.7K - $21.5K
|
5.27K
$245K
|
|
|
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
$596K
|
|
| Q1 2022 | |||||||
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-189Closed |
$10.6K - $12.7K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.9KClosed |
$219K - $263K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-115- 1.82% |
$6.47K - $7.75K
|
6.22K
$289K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-434Closed |
$24.4K - $29.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-39.1KClosed |
$2.2M - $2.64M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Harbor Advisors LLC
|
SELL
|
- |
-3.5KClosed |
$197K - $236K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.59K- 11.61% |
$89.4K - $107K
|
12.1K
$562K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-36- 0.99% |
$2.02K - $2.43K
|
3.61K
$168K
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-1.16KClosed |
$65K - $77.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-35KClosed |
$1.97M - $2.36M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-41KClosed |
$2.31M - $2.76M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$11.2K - $13.5K
|
200
$9.29K
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-119- 2.15% |
$6.69K - $8.02K
|
5.42K
$252K
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-526- 2.47% |
$29.6K - $35.5K
|
20.8K
$965K
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-13.8KClosed |
$774K - $928K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
10KNew |
$565K - $677K
|
10K
$467K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.54KClosed |
$199K - $238K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-879Closed |
$49.4K - $59.3K
|
0
$0
|
|