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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Lewis Capital Management, LLC
|
SELL
|
- |
-188- 0.41% |
$7.6K - $8.88K
|
46.2K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
683New |
$27.6K - $32.3K
|
683
$30K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
581+ 0.4% |
$23.5K - $27.5K
|
146K
$6.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.91KNew |
$199K - $232K
|
4.91K
$216K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-180- 32.14% |
$7.28K - $8.51K
|
380
$16.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
150+ 1.75% |
$6.06K - $7.09K
|
8.73K
$384K
|
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
1.5K+ 3.85% |
$60.6K - $70.9K
|
40.4K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
403New |
$16.3K - $19K
|
403
$17.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
54KNew |
$2.18M - $2.55M
|
54K
$2.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 37.5% |
$970 - $1.13K
|
88
$3.87K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$162 - $189
|
5.17K
$227K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-791- 9.06% |
$32K - $37.4K
|
7.94K
$349K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
24.6KNew |
$994K - $1.16M
|
24.6K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.18K- 27.87% |
$128K - $150K
|
8.22K
$361K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
165+ 2.93% |
$6.67K - $7.8K
|
5.79K
$254K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.72KNew |
$191K - $223K
|
4.72K
$207K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
379+ 3.83% |
$15.3K - $17.9K
|
10.3K
$452K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.66K- 20.91% |
$67.1K - $78.5K
|
6.28K
$276K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 11.83% |
$69.8K - $81.6K
|
12.9K
$565K
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.81K- 4.05% |
$73.2K - $85.5K
|
42.9K
$1.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16.4K- 9.53% |
$664K - $776K
|
156K
$6.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.63K- 33.48% |
$65.8K - $76.9K
|
3.24K
$142K
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Americas LLC
|
BUY
|
- |
202KNew |
$8.15M - $9.53M
|
202K
$8.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
300New |
$12.1K - $14.2K
|
300
$13.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-40- 26.32% |
$1.62K - $1.89K
|
112
$4.92K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.54K- 36.06% |
$143K - $167K
|
6.28K
$276K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-114- 1.79% |
$4.61K - $5.39K
|
6.25K
$275K
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-3.75K- 37.63% |
$152K - $177K
|
6.22K
$273K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
83+ 0.41% |
$3.35K - $3.92K
|
20.1K
$885K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-25- 0.06% |
$1.01K - $1.18K
|
40.8K
$1.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-141- 7.1% |
$5.7K - $6.66K
|
1.85K
$81.1K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-718- 12.31% |
$29K - $33.9K
|
5.12K
$225K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-247- 4.88% |
$9.98K - $11.7K
|
4.81K
$211K
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-86- 1.67% |
$3.48K - $4.06K
|
5.06K
$222K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6+ 0.54% |
$243 - $284
|
1.11K
$48.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 18.6% |
$323 - $378
|
51
$2.24K
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
5.2KNew |
$210K - $246K
|
5.2K
$229K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
80.3KNew |
$3.25M - $3.8M
|
80.3K
$3.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.08K+ 2.96% |
$43.5K - $50.9K
|
37.4K
$1.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
75+ 1.61% |
$3.03K - $3.54K
|
4.74K
$208K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-896- 2.81% |
$36.2K - $42.3K
|
31K
$1.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
1.22K+ 7.69% |
$49.2K - $57.6K
|
17.1K
$750K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.79K- 32.73% |
$113K - $132K
|
5.74K
$252K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-478- 10.1% |
$19.3K - $22.6K
|
4.25K
$187K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.12KNew |
$207K - $242K
|
5.12K
$225K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-423- 6.54% |
$17.1K - $20K
|
6.04K
$266K
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-6.39K- 1.31% |
$258K - $302K
|
480K
$21.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-24.3K- 33.47% |
$981K - $1.15M
|
48.2K
$2.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-292- 0.15% |
$11.8K - $13.8K
|
200K
$8.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-185- 10.63% |
$7.48K - $8.74K
|
1.56K
$68.3K
|