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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5.92K- 16.94% |
$239K - $280K
|
29K
$1.26M
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
SELL
|
- |
-50- 0.77% |
$2.02K - $2.36K
|
6.45K
$279K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
16.7KNew |
$676K - $790K
|
16.7K
$724K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
81New |
$3.27K - $3.83K
|
81
$3.51K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 1.65% |
$4.04K - $4.73K
|
5.95K
$258K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-62- 11.21% |
$2.51K - $2.93K
|
491
$21.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-90.3K- 41.4% |
$3.65M - $4.27M
|
128K
$5.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
21New |
$849 - $992
|
21
$910
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
16.7KNew |
$676K - $790K
|
16.7K
$724K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
36New |
$1.46K - $1.7K
|
36
$1.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
26.4K+ 3.67% |
$1.07M - $1.25M
|
745K
$32.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
737+ 8.19% |
$29.8K - $34.8K
|
9.74K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
16.6K+ 86.01% |
$671K - $785K
|
35.9K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-25.6K- 1.34% |
$1.04M - $1.21M
|
1.88M
$81.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-145- 0.66% |
$5.86K - $6.85K
|
22K
$953K
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
1.71KNew |
$69K - $80.6K
|
1.71K
$73.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.86K+ 8.44% |
$116K - $135K
|
36.7K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
49+ 0.0% |
$1.98K - $2.32K
|
2.32M
$100M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.7MNew |
$556M - $650M
|
13.7M
$596M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01KNew |
$40.9K - $47.8K
|
1.01K
$43.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
54.6KNew |
$2.21M - $2.58M
|
54.6K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
14.5KNew |
$586K - $685K
|
14.5K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
36.7KNew |
$1.49M - $1.74M
|
36.7K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
653New |
$26.4K - $30.9K
|
653
$28.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$671K - $785K
|
16.6K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11.5KNew |
$466K - $545K
|
11.5K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
175New |
$7.07K - $8.27K
|
175
$7.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
41.4KNew |
$1.67M - $1.96M
|
41.4K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
64+ 0.89% |
$2.59K - $3.02K
|
7.29K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.8KNew |
$275K - $321K
|
6.8K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-671- 1.72% |
$27.1K - $31.7K
|
38.3K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
18.9KNew |
$765K - $894K
|
18.9K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$323 - $378
|
8
$347
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.73K- 19.99% |
$110K - $129K
|
10.9K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 750.0% |
$6.06K - $7.09K
|
170
$7.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.58KNew |
$185K - $217K
|
4.58K
$199K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
131+ 0.77% |
$5.3K - $6.19K
|
17.2K
$743K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.96KNew |
$201K - $235K
|
4.96K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
6.4K+ 41.93% |
$259K - $303K
|
21.7K
$939K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
58.5K+ 223.51% |
$2.36M - $2.76M
|
84.6K
$3.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
627+ 13.0% |
$25.3K - $29.6K
|
5.45K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
1.15K+ 18.12% |
$46.6K - $54.5K
|
7.52K
$326K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
496+ 7.96% |
$20K - $23.4K
|
6.73K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
41.9KNew |
$1.69M - $1.98M
|
41.9K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9.92KNew |
$401K - $469K
|
9.92K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.41KNew |
$97.3K - $114K
|
2.41K
$104K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
4.55KNew |
$184K - $215K
|
4.55K
$197K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-77.3K- 99.84% |
$3.13M - $3.66M
|
125
$5.42K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-166- 4.18% |
$6.71K - $7.85K
|
3.8K
$165K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-984- 14.72% |
$39.8K - $46.5K
|
5.7K
$247K
|