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 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-22KClosed |
$1.22M - $1.43M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-587Closed |
$32.7K - $38.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-3.46KClosed |
$192K - $225K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-375Closed |
$20.9K - $24.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.52KClosed |
$196K - $229K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-250Closed |
$13.9K - $16.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-402KClosed |
$22.4M - $26.2M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
357New |
$19.9K - $23.3K
|
357
$15.5K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-59Closed |
$3.28K - $3.84K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
498+ 6.92% |
$27.7K - $32.4K
|
7.69K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.12KClosed |
$174K - $203K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-180Closed |
$10K - $11.7K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.18KClosed |
$288K - $337K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
13KNew |
$721K - $844K
|
13K
$561K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
4.59KNew |
$255K - $299K
|
4.59K
$199K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$67.8K - $79.3K
|
1.22K
$52.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.42KNew |
$246K - $288K
|
4.42K
$191K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
699New |
$38.9K - $45.5K
|
699
$30.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
42.9KNew |
$2.39M - $2.79M
|
42.9K
$1.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.94KClosed |
$108K - $127K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
9.05KNew |
$504K - $589K
|
9.05K
$392K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.5KNew |
$83.3K - $97.5K
|
1.5K
$64.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-41Closed |
$2.28K - $2.67K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-500Closed |
$27.8K - $32.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-756Closed |
$42.1K - $49.2K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-900Closed |
$50.1K - $58.6K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
372New |
$20.7K - $24.2K
|
372
$16.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-3.58KClosed |
$199K - $233K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-210Closed |
$11.7K - $13.7K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
SELL
|
- |
-3.77KClosed |
$210K - $246K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-721Closed |
$40.1K - $47K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-7.27KClosed |
$405K - $474K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-75Closed |
$4.18K - $4.89K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
180New |
$10K - $11.7K
|
180
$7.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-3.54KClosed |
$197K - $230K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
SELL
|
- |
-4.27KClosed |
$238K - $278K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-3.45KClosed |
$192K - $225K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-77Closed |
$4.29K - $5.02K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-62.8KClosed |
$3.49M - $4.09M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-5.09KClosed |
$284K - $332K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
PUT |
2KNew |
$111K - $130K
|
2K
$86.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-40- 10.0% |
$2.23K - $2.61K
|
360
$15.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.2KNew |
$234K - $274K
|
4.2K
$182K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-162Closed |
$9.02K - $10.6K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4.28KClosed |
$238K - $279K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-15Closed |
$783 - $902
|
0
$0
|
|
|
Aug 06, 2024
Q3 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-19.1KClosed |
$996K - $1.15M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-618Closed |
$32.2K - $37.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-8.98KClosed |
$469K - $540K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-903KClosed |
$47.1M - $54.3M
|
0
$0
|
|