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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.52KClosed |
$198K - $237K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
2.82K+ 5.99% |
$159K - $190K
|
49.9K
$2.38M
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-4.11KClosed |
$231K - $277K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-560Closed |
$31.5K - $37.7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-3.5KClosed |
$197K - $236K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-293K- 98.79% |
$16.5M - $19.8M
|
3.6K
$172K
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-20KClosed |
$1.12M - $1.35M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-7KClosed |
$394K - $472K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.53KClosed |
$198K - $238K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-11.1KClosed |
$624K - $748K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-7.54KClosed |
$424K - $508K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
320New |
$18K - $21.6K
|
320
$15.3K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-177Closed |
$9.95K - $11.9K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-3.51KClosed |
$197K - $237K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
17New |
$946 - $1.11K
|
17
$811
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
11.8KNew |
$657K - $769K
|
11.8K
$563K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
2New |
$111 - $130
|
2
$95.4
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.46KClosed |
$81.5K - $95.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.46KClosed |
$415K - $486K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-7.09KClosed |
$395K - $462K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-22KClosed |
$1.22M - $1.43M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-587Closed |
$32.7K - $38.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-3.46KClosed |
$192K - $225K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-375Closed |
$20.9K - $24.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.52KClosed |
$196K - $229K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-250Closed |
$13.9K - $16.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-402KClosed |
$22.4M - $26.2M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
357New |
$19.9K - $23.3K
|
357
$17K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-59Closed |
$3.28K - $3.84K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
498+ 6.92% |
$27.7K - $32.4K
|
7.69K
$367K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.12KClosed |
$174K - $203K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-180Closed |
$10K - $11.7K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.18KClosed |
$288K - $337K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
13KNew |
$721K - $844K
|
13K
$617K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
4.59KNew |
$255K - $299K
|
4.59K
$219K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$67.8K - $79.3K
|
1.22K
$58.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.42KNew |
$246K - $288K
|
4.42K
$211K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
699New |
$38.9K - $45.5K
|
699
$33.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
42.9KNew |
$2.39M - $2.79M
|
42.9K
$2.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.94KClosed |
$108K - $127K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
9.05KNew |
$504K - $589K
|
9.05K
$431K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.5KNew |
$83.3K - $97.5K
|
1.5K
$71.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-41Closed |
$2.28K - $2.67K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-500Closed |
$27.8K - $32.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-756Closed |
$42.1K - $49.2K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-900Closed |
$50.1K - $58.6K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
372New |
$20.7K - $24.2K
|
372
$17.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-3.58KClosed |
$199K - $233K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-210Closed |
$11.7K - $13.7K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
SELL
|
- |
-3.77KClosed |
$210K - $246K
|
0
$0
|
|