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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
26.8KNew |
$1.22M - $1.48M
|
26.8K
$1.16M
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-3.89KClosed |
$178K - $215K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
3.17K+ 5.08% |
$145K - $175K
|
65.5K
$2.84M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
19New |
$868 - $1.05K
|
19
$823
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
317+ 4.38% |
$14.5K - $17.5K
|
7.56K
$328K
|
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-1.02MClosed |
$46.7M - $56.6M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-751KClosed |
$34.3M - $41.6M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-18- 0.35% |
$822 - $996
|
5.11K
$221K
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.52KClosed |
$344K - $416K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.17KClosed |
$190K - $231K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
296New |
$13.5K - $16.4K
|
296
$12.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.36KNew |
$427K - $518K
|
9.36K
$405K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-192KClosed |
$8.77M - $10.6M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-3.66KClosed |
$167K - $203K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-5.29KClosed |
$242K - $293K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4KNew |
$183K - $221K
|
4K
$173K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.8K- 17.21% |
$82.2K - $99.6K
|
8.66K
$375K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.11KClosed |
$188K - $228K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-4.83KClosed |
$220K - $267K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-3.89KClosed |
$178K - $215K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-7.3KClosed |
$333K - $404K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-63.7KClosed |
$2.91M - $3.52M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-10- 0.06% |
$457 - $554
|
15.5K
$672K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.62KClosed |
$166K - $201K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-157Closed |
$7.17K - $8.69K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-3.87KClosed |
$177K - $214K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-3.71KClosed |
$170K - $205K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.53KNew |
$207K - $251K
|
4.53K
$196K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
170+ 4.08% |
$7.77K - $9.41K
|
4.33K
$188K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-119- 45.95% |
$5.44K - $6.59K
|
140
$6.06K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-229- 5.71% |
$10.5K - $12.7K
|
3.78K
$164K
|
|
|
Jul 27, 2022
Q2 2022
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-124K- 30.97% |
$5.66M - $6.86M
|
276K
$12M
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.96KClosed |
$181K - $219K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.73KClosed |
$170K - $207K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6.87KClosed |
$314K - $380K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-2.3K- 5.53% |
$105K - $127K
|
39.3K
$1.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-265- 2.45% |
$12.1K - $14.7K
|
10.5K
$457K
|
|
|
Jul 26, 2022
Q2 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-8.81KClosed |
$403K - $488K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-790Closed |
$36.1K - $43.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-4.92KClosed |
$225K - $272K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
212New |
$9.68K - $11.7K
|
212
$9.18K
|
|
|
Jul 25, 2022
Q2 2022
|
Capital Management Corp
|
BUY
|
- |
200+ 4.76% |
$9.14K - $11.1K
|
4.4K
$191K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-70- 1.46% |
$3.2K - $3.88K
|
4.73K
$205K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-25.4KClosed |
$1.16M - $1.41M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-4.44K- 40.44% |
$203K - $246K
|
6.54K
$283K
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4.04KClosed |
$184K - $223K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.89KClosed |
$178K - $216K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-4.06KClosed |
$185K - $224K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
6.2KNew |
$283K - $343K
|
6.2K
$269K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.19K- 31.25% |
$191K - $232K
|
9.22K
$399K
|