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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
10.9KNew |
$286K - $380K
|
10.9K
$473K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-338- 3.59% |
$8.86K - $11.8K
|
9.08K
$393K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7.36KNew |
$193K - $256K
|
7.36K
$319K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-79- 37.98% |
$2.07K - $2.75K
|
129
$5.59K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
15.1KNew |
$396K - $526K
|
15.1K
$655K
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
9KNew |
$236K - $313K
|
9K
$390K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-14K- 84.37% |
$366K - $486K
|
2.59K
$112K
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-231- 1.35% |
$6.05K - $8.04K
|
16.9K
$733K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-213K- 99.88% |
$5.59M - $7.43M
|
250
$10.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-107- 47.77% |
$2.8K - $3.72K
|
117
$5.07K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
26.2K+ 48.66% |
$687K - $913K
|
80.1K
$3.47M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.37K- 54.04% |
$35.9K - $47.7K
|
1.17K
$50.5K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-1.37K- 54.04% |
$35.9K - $47.7K
|
1.17K
$50.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2K- 2.81% |
$52.5K - $69.6K
|
69.2K
$3M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
16+ 15.38% |
$419 - $557
|
120
$5.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-541- 4.4% |
$14.2K - $18.8K
|
11.8K
$509K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.33K- 15.29% |
$34.9K - $46.4K
|
7.39K
$320K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-1.7K- 14.92% |
$44.6K - $59.2K
|
9.71K
$421K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10.2K+ 37.7% |
$267K - $355K
|
37.3K
$1.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-426- 4.48% |
$11.2K - $14.8K
|
9.08K
$393K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-409- 75.05% |
$10.7K - $14.2K
|
136
$5.89K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.05K- 30.9% |
$80K - $106K
|
6.82K
$296K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
350+ 3.3% |
$9.17K - $12.2K
|
11K
$475K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-76- 7.1% |
$1.99K - $2.64K
|
994
$43.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-16.4K- 99.59% |
$431K - $572K
|
68
$2.95K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-85- 48.57% |
$2.23K - $2.96K
|
90
$3.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.84KNew |
$48.1K - $63.9K
|
1.84K
$79.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$78.6 - $104
|
2.28K
$98.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
439New |
$11.5K - $15.3K
|
439
$19K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
4.68K+ 63.91% |
$123K - $163K
|
12K
$520K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 27.27% |
$315 - $417
|
56
$2.43K
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.58K- 7.88% |
$67.6K - $89.8K
|
30.2K
$1.31M
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-207- 1.03% |
$6.33K - $10.4K
|
20K
$865K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-55K- 91.67% |
$1.68M - $2.77M
|
5K
$217K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
231New |
$7.06K - $11.6K
|
231
$10K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-72.3KClosed |
$2.21M - $3.64M
|
0
$0
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
831KNew |
$25.4M - $41.9M
|
831K
$36M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
36+ 0.52% |
$1.1K - $1.81K
|
7.01K
$304K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
21.9K+ 63.36% |
$670K - $1.1M
|
56.5K
$2.45M
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
28.3KNew |
$864K - $1.42M
|
28.3K
$1.22M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-628- 4.85% |
$19.2K - $31.6K
|
12.3K
$533K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-61.5K- 97.07% |
$1.88M - $3.1M
|
1.86K
$80.4K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
301+ 5.02% |
$9.2K - $15.2K
|
6.3K
$273K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
205+ 0.87% |
$6.26K - $10.3K
|
23.7K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.43K- 3.22% |
$43.6K - $72K
|
42.9K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.43K- 46.0% |
$196K - $324K
|
7.55K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.57K+ 12.59% |
$48.1K - $79.3K
|
14.1K
$610K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
534+ 9.69% |
$16.3K - $26.9K
|
6.05K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
285KNew |
$8.72M - $14.4M
|
285K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
136+ 0.21% |
$4.16K - $6.85K
|
65.9K
$2.86M
|
|