Latest Institutional Sells of Truist Financial Corp (TFC)
This list provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.12K- 91.71% |
$30.2K - $42K
|
101
$4.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.07K- 7.67% |
$29K - $40.4K
|
12.9K
$602K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-980- 8.97% |
$26.5K - $36.9K
|
9.94K
$463K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-802- 4.52% |
$21.7K - $30.2K
|
17K
$789K
|
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-700- 4.38% |
$18.9K - $26.3K
|
15.3K
$712K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-303Closed |
$8.19K - $11.4K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-301- 70.99% |
$8.14K - $11.3K
|
123
$5.73K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-247- 51.46% |
$6.68K - $9.3K
|
233
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-229Closed |
$6.19K - $8.62K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-209- 7.05% |
$5.65K - $7.87K
|
2.75K
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-196- 7.32% |
$5.3K - $7.38K
|
2.48K
$115K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-188- 1.56% |
$5.08K - $7.08K
|
11.9K
$552K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-170- 0.36% |
$4.6K - $6.4K
|
47.1K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-156- 3.42% |
$4.22K - $5.87K
|
4.4K
$205K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-150- 0.15% |
$4.05K - $5.65K
|
100K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-137- 1.79% |
$3.7K - $5.16K
|
7.51K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-106- 14.48% |
$2.87K - $3.99K
|
626
$29.1K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-89- 88.12% |
$2.41K - $3.35K
|
12
$559
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-40- 1.85% |
$1.08K - $1.51K
|
2.12K
$98.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 5.6% |
$541 - $753
|
337
$15.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-17- 3.83% |
$460 - $640
|
427
$19.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-16- 1.14% |
$432 - $602
|
1.39K
$64.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-9- 0.04% |
$243 - $339
|
21.5K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3- 13.64% |
$81.1 - $113
|
19
$884
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-286K- 58.04% |
$8M - $10.2M
|
207K
$9.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-94.2K- 74.48% |
$2.64M - $3.35M
|
32.3K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-73.3K- 99.05% |
$2.05M - $2.61M
|
700
$32.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-58.8K- 67.5% |
$1.65M - $2.09M
|
28.3K
$1.32M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-48.4K- 26.35% |
$1.35M - $1.72M
|
135K
$6.3M
|
|
|
Oct 27, 2023
Q3 2023
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-13.1K- 46.29% |
$366K - $466K
|
15.2K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.43K- 57.51% |
$264K - $336K
|
6.97K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.49KClosed |
$237K - $302K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.67K- 7.05% |
$131K - $166K
|
61.6K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-3.39K- 21.04% |
$94.8K - $121K
|
12.7K
$592K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.96K- 29.45% |
$82.9K - $105K
|
7.1K
$331K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.16K- 7.5% |
$60.5K - $76.9K
|
26.7K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-1.9K- 20.01% |
$53.1K - $67.6K
|
7.59K
$353K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.61K- 17.24% |
$44.9K - $57.2K
|
7.71K
$359K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.45K- 0.68% |
$40.6K - $51.6K
|
213K
$9.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.15K- 79.79% |
$32.2K - $41K
|
292
$13.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.11K- 3.09% |
$31.2K - $39.6K
|
35K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-700- 48.54% |
$19.6K - $24.9K
|
742
$34.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-350- 24.2% |
$9.79K - $12.5K
|
1.1K
$51K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-287- 71.75% |
$8.03K - $10.2K
|
113
$5.26K
|
|
|
Mar 07, 2024
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-220- 0.1% |
$6.15K - $7.83K
|
219K
$10.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-207- 48.14% |
$5.79K - $7.37K
|
223
$10.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 19.07% |
$5.59K - $7.12K
|
849
$39.5K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-150Closed |
$4.2K - $5.34K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-131- 4.86% |
$3.66K - $4.66K
|
2.56K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-116- 0.19% |
$3.24K - $4.13K
|
60.3K
$2.8M
|
|