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 30, 2020
Q1 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-6.78KClosed |
$174K - $384K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-20.5KClosed |
$526K - $1.16M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-4.48KClosed |
$115K - $254K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.84KClosed |
$98.6K - $217K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-2.37KClosed |
$61K - $135K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.57KClosed |
$117K - $259K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Nine Masts Capital LTD
|
SELL
|
PUT |
-25KClosed |
$642K - $1.42M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-37Closed |
$951 - $2.1K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-95Closed |
$2.44K - $5.38K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Minot Wealth Management LLC
|
SELL
|
- |
-20.1KClosed |
$516K - $1.14M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4.18KClosed |
$107K - $237K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-129Closed |
$3.31K - $7.31K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.67KClosed |
$120K - $264K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-264Closed |
$6.78K - $15K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
85New |
$2.18K - $4.82K
|
85
$4.05K
|
|
|
Apr 14, 2020
Q1 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.06KClosed |
$104K - $230K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Asset Management Corp
|
SELL
|
- |
-14.4KClosed |
$370K - $817K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-550Closed |
$14.1K - $31.2K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-5.61KClosed |
$144K - $318K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-89.3KClosed |
$2.29M - $5.06M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-205KClosed |
$5.27M - $11.6M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-3.86KClosed |
$99.2K - $219K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.4KNew |
$529K - $591K
|
10.4K
$497K
|
|
|
Feb 14, 2020
Q4 2019
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
60.5KNew |
$3.07M - $3.43M
|
60.5K
$2.88M
|
|
|
Feb 14, 2020
Q4 2019
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
7.66KNew |
$389K - $434K
|
7.66K
$365K
|
|
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
80KNew |
$4.06M - $4.54M
|
80K
$3.81M
|
|
|
Feb 13, 2020
Q4 2019
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
11.7KNew |
$592K - $661K
|
11.7K
$556K
|
|
|
Jan 24, 2020
Q4 2019
|
Founders Capital Management
|
BUY
|
- |
225New |
$11.4K - $12.8K
|
225
$10.7K
|
|