Latest Institutional Sells of Truist Financial Corp (TFC)
This list provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.42M- 98.14% |
$63.4M - $84.1M
|
45.8K
$2.13M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.22M- 96.67% |
$32M - $42.5M
|
42.1K
$1.95M
|
|
|
Feb 13, 2024
Q2 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-906K- 99.89% |
$23.8M - $31.5M
|
975
$45.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-219K- 38.56% |
$5.73M - $7.61M
|
348K
$16.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-213K- 99.88% |
$5.59M - $7.43M
|
250
$11.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-61.9K- 7.3% |
$1.62M - $2.15M
|
786K
$36.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-52.9K- 21.72% |
$1.39M - $1.84M
|
191K
$8.86M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-50.2K- 86.11% |
$1.32M - $1.75M
|
8.09K
$376K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-44.7K- 45.89% |
$1.17M - $1.55M
|
52.7K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-37.1K- 41.14% |
$971K - $1.29M
|
53K
$2.46M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-30.4KClosed |
$796K - $1.06M
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-16.4K- 99.59% |
$431K - $572K
|
68
$3.16K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-14K- 84.37% |
$366K - $486K
|
2.59K
$120K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-12.5K- 95.06% |
$328K - $436K
|
651
$30.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-6.2K- 62.0% |
$163K - $216K
|
3.8K
$177K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-4.89KClosed |
$128K - $170K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-4.53K- 27.39% |
$119K - $157K
|
12K
$558K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-4.12K- 1.58% |
$108K - $143K
|
256K
$11.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.29K- 5.91% |
$86.3K - $114K
|
52.4K
$2.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.09K- 24.03% |
$80.9K - $107K
|
9.76K
$453K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.05K- 30.9% |
$80K - $106K
|
6.82K
$317K
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.58K- 7.88% |
$67.6K - $89.8K
|
30.2K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.46K- 22.32% |
$64.6K - $85.7K
|
8.57K
$398K
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2.37K- 17.05% |
$62.1K - $82.4K
|
11.5K
$535K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2K- 2.81% |
$52.5K - $69.6K
|
69.2K
$3.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.74K- 4.1% |
$45.5K - $60.4K
|
40.6K
$1.89M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-1.7K- 14.92% |
$44.6K - $59.2K
|
9.71K
$451K
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.51K- 4.32% |
$39.5K - $52.5K
|
33.4K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.37K- 54.04% |
$35.9K - $47.7K
|
1.17K
$54.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-1.37K- 54.04% |
$35.9K - $47.7K
|
1.17K
$54.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.33K- 15.29% |
$34.9K - $46.4K
|
7.39K
$343K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.3K- 9.06% |
$33.9K - $45.1K
|
13K
$604K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.26K- 76.47% |
$33.1K - $43.9K
|
388
$18K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.19K- 92.83% |
$31.2K - $41.4K
|
92
$4.27K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.15K- 69.08% |
$30K - $39.9K
|
513
$23.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-1K- 5.26% |
$26.2K - $34.8K
|
18K
$836K
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-696- 0.35% |
$18.2K - $24.2K
|
197K
$9.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-568- 6.21% |
$14.9K - $19.8K
|
8.57K
$398K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-541- 4.4% |
$14.2K - $18.8K
|
11.8K
$546K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-426- 4.48% |
$11.2K - $14.8K
|
9.08K
$422K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-409- 75.05% |
$10.7K - $14.2K
|
136
$6.32K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-367- 3.81% |
$9.62K - $12.8K
|
9.26K
$430K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-338- 3.59% |
$8.86K - $11.8K
|
9.08K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-308- 3.2% |
$8.07K - $10.7K
|
9.32K
$433K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-305- 64.48% |
$7.99K - $10.6K
|
168
$7.81K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-168- 1.73% |
$4.4K - $5.84K
|
9.55K
$443K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-160- 0.46% |
$4.19K - $5.57K
|
34.8K
$1.62M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-119Closed |
$3.12K - $4.14K
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-107- 47.77% |
$2.8K - $3.72K
|
117
$5.44K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-97- 0.71% |
$2.54K - $3.37K
|
13.5K
$628K
|