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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-16K- 9.59% |
$327K - $808K
|
151K
$7.03M
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-13.9K- 53.41% |
$283K - $701K
|
12.1K
$564K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-10.1K- 0.27% |
$205K - $508K
|
3.73M
$174M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9.68K- 24.67% |
$198K - $488K
|
29.6K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.49KClosed |
$132K - $327K
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-5.02K- 13.68% |
$102K - $253K
|
31.7K
$1.47M
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.69KClosed |
$95.7K - $237K
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.4KClosed |
$89.8K - $222K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
PUT |
-4K- 20.0% |
$81.6K - $202K
|
16K
$745K
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.53K- 22.37% |
$31.3K - $77.3K
|
5.32K
$248K
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
SELL
|
- |
-1.39K- 19.11% |
$28.4K - $70.2K
|
5.88K
$274K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.36K- 19.6% |
$27.8K - $68.8K
|
5.59K
$260K
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.33K- 18.98% |
$27.2K - $67.2K
|
5.68K
$264K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-537- 4.48% |
$11K - $27.1K
|
11.5K
$533K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-500- 22.41% |
$10.2K - $25.2K
|
1.73K
$80.6K
|
|
Nov 09, 2022
Q3 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-375- 3.49% |
$7.65K - $18.9K
|
10.4K
$483K
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-350- 0.53% |
$7.14K - $17.7K
|
65.7K
$3.06M
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-315- 2.92% |
$6.43K - $15.9K
|
10.5K
$488K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-250- 78.62% |
$5.1K - $12.6K
|
68
$3.17K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-95- 11.7% |
$1.94K - $4.79K
|
717
$33.4K
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-75- 1.75% |
$1.53K - $3.79K
|
4.21K
$196K
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-61- 0.59% |
$1.25K - $3.08K
|
10.3K
$481K
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-50- 0.99% |
$1.02K - $2.52K
|
5K
$233K
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-46- 0.89% |
$939 - $2.32K
|
5.15K
$240K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.84% |
$918 - $2.27K
|
5.29K
$246K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-34Closed |
$694 - $1.72K
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 0.63% |
$20.4 - $50.5
|
159
$7.4K
|
|
Q2 2022 | |||||||
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 15, 2022
Q2 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-244KClosed |
$11.1M - $13.5M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-192KClosed |
$8.77M - $10.6M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-141KClosed |
$6.43M - $7.79M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-129KClosed |
$5.9M - $7.15M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-124K- 30.97% |
$5.66M - $6.86M
|
276K
$12.9M
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-63.7KClosed |
$2.91M - $3.52M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-47.8KClosed |
$2.18M - $2.64M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-31.6KClosed |
$1.44M - $1.75M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-25.4KClosed |
$1.16M - $1.41M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-21.4KClosed |
$977K - $1.18M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-20.4KClosed |
$932K - $1.13M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-13.4KClosed |
$611K - $740K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$495K - $600K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-8.81KClosed |
$403K - $488K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-8.51KClosed |
$389K - $471K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.52KClosed |
$344K - $416K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-7.3KClosed |
$333K - $404K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6.87KClosed |
$314K - $380K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-6.18KClosed |
$282K - $342K
|
0
$0
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.84KClosed |
$267K - $324K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-5.37KClosed |
$245K - $297K
|
0
$0
|