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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2021
Q4 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
PUT |
-495- 99.0% |
$19.2K - $24.3K
|
5
$232
|
|
|
Feb 10, 2021
Q4 2020
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-90.4KClosed |
$3.5M - $4.43M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-88.9KClosed |
$3.44M - $4.36M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-82Closed |
$3.18K - $4.02K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
American Assets Inc
|
BUY
|
- |
10KNew |
$388K - $490K
|
10K
$465K
|
|
|
Feb 05, 2021
Q4 2020
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-18.5KClosed |
$717K - $907K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-196Closed |
$7.6K - $9.61K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-310Closed |
$12K - $15.2K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.75KClosed |
$107K - $135K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-278Closed |
$10.8K - $13.6K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
100New |
$3.88K - $4.9K
|
100
$4.65K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
900New |
$34.9K - $44.1K
|
900
$41.8K
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.35KClosed |
$52.2K - $66.1K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Sara Bay Financial
|
SELL
|
- |
-2.32KClosed |
$89.9K - $114K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-6.29K- 16.13% |
$244K - $308K
|
32.7K
$1.52M
|
|
| Q3 2020 | |||||||
|
Oct 02, 2024
Q3 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.82KClosed |
$61.2K - $74.3K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-45Closed |
$1.51K - $1.84K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
20.7K+ 396.07% |
$695K - $844K
|
25.9K
$1.2M
|
|
|
Nov 16, 2020
Q3 2020
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-12.4KClosed |
$417K - $506K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Redwood Investments, LLC
|
SELL
|
- |
-21.6KClosed |
$725K - $881K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-499KClosed |
$16.8M - $20.4M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-27.2KClosed |
$914K - $1.11M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-30.2KClosed |
$1.01M - $1.23M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-39.4KClosed |
$1.32M - $1.61M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Employees Retirement System Of Texas
|
SELL
|
- |
-88.5KClosed |
$2.97M - $3.61M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-8.53KClosed |
$287K - $348K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-86.1KClosed |
$2.89M - $3.51M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.36KClosed |
$45.5K - $55.3K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-94Closed |
$3.16K - $3.84K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-683Closed |
$23K - $27.9K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-30Closed |
$1.01K - $1.22K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.73KClosed |
$91.7K - $111K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bank Of The West
|
SELL
|
- |
-10.1KClosed |
$339K - $411K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-100Closed |
$3.36K - $4.08K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-987Closed |
$33.2K - $40.3K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-424Closed |
$14.3K - $17.3K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-242Closed |
$8.13K - $9.88K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Human Investing LLC
|
SELL
|
- |
-95Closed |
$3.19K - $3.88K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-7.54KClosed |
$253K - $308K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-631Closed |
$21.2K - $25.8K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.29KClosed |
$43.5K - $52.8K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-20KClosed |
$672K - $816K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Qv Investors Inc.
|
SELL
|
- |
-15.5KClosed |
$520K - $632K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-73Closed |
$2.45K - $2.98K
|
0
$0
|
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-18.2KClosed |
$612K - $743K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.97K- 18.95% |
$135K - $230K
|
21.3K
$988K
|
|
|
Nov 16, 2020
Q2 2020
|
Hall Capital Management CO Inc
|
SELL
|
- |
-12.9KClosed |
$351K - $598K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
11.4KNew |
$309K - $527K
|
11.4K
$528K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-102Closed |
$2.78K - $4.73K
|
0
$0
|
|