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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-186KClosed |
$8.77M - $11.2M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-558Closed |
$26.3K - $33.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sageworth Trust CO
|
SELL
|
- |
-713Closed |
$33.6K - $42.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.12M - $1.42M
|
23.7K
$1.07M
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.16KClosed |
$54.8K - $69.9K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.37KNew |
$112K - $142K
|
2.37K
$107K
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-547Closed |
$25.8K - $32.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-119Closed |
$5.61K - $7.16K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
221New |
$10.4K - $13.3K
|
221
$9.98K
|
|
|
May 10, 2021
Q1 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-88- 1.94% |
$4.15K - $5.29K
|
4.44K
$201K
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.54KClosed |
$214K - $273K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-772Closed |
$36.4K - $46.5K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$849 - $1.08K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-132Closed |
$6.23K - $7.94K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1K- 18.9% |
$47.2K - $60.2K
|
4.29K
$194K
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-56Closed |
$2.64K - $3.37K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-14.1KClosed |
$663K - $846K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.83KClosed |
$86.3K - $110K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
4.8KNew |
$226K - $289K
|
4.8K
$217K
|
|
|
Apr 23, 2021
Q1 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3K+ 60.0% |
$142K - $181K
|
8K
$361K
|
|
|
Apr 19, 2021
Q1 2021
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-7.41KClosed |
$350K - $446K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.25KNew |
$200K - $256K
|
4.25K
$192K
|
|
|
Apr 13, 2021
Q1 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-8.05KClosed |
$380K - $485K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
SELL
|
- |
-361- 3.96% |
$17K - $21.7K
|
8.76K
$395K
|
|
| Q4 2020 | |||||||
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-110Closed |
$4.26K - $5.39K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
5KNew |
$194K - $245K
|
5K
$226K
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-135Closed |
$5.23K - $6.62K
|
0
$0
|
|
|
Feb 26, 2021
Q4 2020
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-8.58KClosed |
$332K - $421K
|
0
$0
|
|
|
Feb 18, 2021
Q4 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-87Closed |
$3.37K - $4.27K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Wills Financial Group, Inc.
|
SELL
|
- |
-10KClosed |
$389K - $493K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-67Closed |
$2.6K - $3.29K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$51K - $64.6K
|
1.32K
$59.5K
|
|
|
Feb 16, 2021
Q4 2020
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
745New |
$28.9K - $36.5K
|
745
$33.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.18KNew |
$84.3K - $107K
|
2.18K
$98.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-14.2KClosed |
$549K - $694K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
PUT |
-495- 99.0% |
$19.2K - $24.3K
|
5
$226
|
|
|
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
$452K
|
|
|
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
$4.52K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
900New |
$34.9K - $44.1K
|
900
$40.6K
|
|
|
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
$1.48M
|
|