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 |
---|---|---|---|---|---|---|---|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-295Closed |
$15.6K - $18.3K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-240Closed |
$12.7K - $14.9K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-210Closed |
$11.1K - $13K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-160Closed |
$8.45K - $9.94K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-55Closed |
$2.9K - $3.42K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-5Closed |
$264 - $311
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-186KClosed |
$8.77M - $11.2M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peconic Partners LLC
New York, NY |
SELL
|
- |
-150KClosed |
$7.08M - $9.03M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-133KClosed |
$6.27M - $8M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-25.6KClosed |
$1.21M - $1.54M
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-14.1KClosed |
$663K - $846K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-9.16KClosed |
$432K - $551K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-8.05KClosed |
$380K - $485K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-7.41KClosed |
$350K - $446K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.54KClosed |
$214K - $273K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.83KClosed |
$86.3K - $110K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.16KClosed |
$54.8K - $69.9K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1K- 18.9% |
$47.2K - $60.2K
|
4.29K
$200K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-816Closed |
$38.5K - $49.1K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-816Closed |
$38.5K - $49.1K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-772Closed |
$36.4K - $46.5K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sageworth Trust CO
|
SELL
|
- |
-713Closed |
$33.6K - $42.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-660Closed |
$31.1K - $39.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-558Closed |
$26.3K - $33.6K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-547Closed |
$25.8K - $32.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-512Closed |
$24.2K - $30.8K
|
0
$0
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
SELL
|
- |
-361- 3.96% |
$17K - $21.7K
|
8.76K
$408K
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-132Closed |
$6.23K - $7.94K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-119Closed |
$5.61K - $7.16K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-88- 1.94% |
$4.15K - $5.29K
|
4.44K
$207K
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-56Closed |
$2.64K - $3.37K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$849 - $1.08K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-90.4KClosed |
$3.5M - $4.43M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-88.9KClosed |
$3.44M - $4.36M
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-18.5KClosed |
$717K - $907K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-14.2KClosed |
$549K - $694K
|
0
$0
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-12.7K- 23.07% |
$491K - $622K
|
42.3K
$1.97M
|
|
Feb 17, 2021
Q4 2020
|
Wills Financial Group, Inc.
|
SELL
|
- |
-10KClosed |
$389K - $493K
|
0
$0
|
|
Feb 26, 2021
Q4 2020
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-8.58KClosed |
$332K - $421K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-6.29K- 16.13% |
$244K - $308K
|
32.7K
$1.52M
|
|
Jan 20, 2021
Q4 2020
|
Sabal Trust CO
|
SELL
|
- |
-5.95KClosed |
$230K - $292K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.75KClosed |
$107K - $135K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Sara Bay Financial
|
SELL
|
- |
-2.32KClosed |
$89.9K - $114K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.35KClosed |
$52.2K - $66.1K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
PUT |
-495- 99.0% |
$19.2K - $24.3K
|
5
$233
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-310Closed |
$12K - $15.2K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-278Closed |
$10.8K - $13.6K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-196Closed |
$7.6K - $9.61K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-135Closed |
$5.23K - $6.62K
|
0
$0
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-110Closed |
$4.26K - $5.39K
|
0
$0
|