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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
5.11K+ 14.66% |
$156K - $257K
|
39.9K
$1.82M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
971+ 73.9% |
$29.7K - $48.9K
|
2.29K
$104K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-18.2K- 11.1% |
$556K - $917K
|
146K
$6.66M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
759+ 1.86% |
$23.2K - $38.2K
|
41.5K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-15- 5.17% |
$458 - $756
|
275
$12.6K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.41K- 34.29% |
$73.6K - $121K
|
4.61K
$211K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-449- 3.14% |
$13.7K - $22.6K
|
13.8K
$632K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.24K- 50.82% |
$68.4K - $113K
|
2.17K
$98.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1New |
$30.6 - $50.4
|
1
$45.7
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.83K+ 2.14% |
$56K - $92.3K
|
87.6K
$4M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-430- 2.53% |
$13.1K - $21.7K
|
16.6K
$756K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-383- 78.48% |
$11.7K - $19.3K
|
105
$4.79K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
180+ 0.96% |
$5.5K - $9.07K
|
18.9K
$861K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-858- 10.29% |
$26.2K - $43.2K
|
7.48K
$342K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
96New |
$2.93K - $4.84K
|
96
$4.38K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
2.76K+ 24.73% |
$84.2K - $139K
|
13.9K
$634K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
137+ 304.44% |
$4.19K - $6.9K
|
182
$8.31K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-458- 6.63% |
$14K - $23.1K
|
6.45K
$295K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
7KNew |
$214K - $353K
|
7K
$320K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 3.21% |
$47.6K - $78.4K
|
46.9K
$2.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-11.9K- 27.42% |
$365K - $602K
|
31.6K
$1.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
SELL
|
- |
-900- 6.12% |
$27.5K - $45.4K
|
13.8K
$630K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
136New |
$4.16K - $6.85K
|
136
$6.21K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
4.54KNew |
$139K - $229K
|
4.54K
$207K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-8.85K- 5.84% |
$270K - $446K
|
143K
$6.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
401+ 3.2% |
$12.3K - $20.2K
|
12.9K
$590K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
98+ 1.27% |
$2.99K - $4.94K
|
7.84K
$358K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
21.5K+ 167.99% |
$659K - $1.09M
|
34.4K
$1.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
24+ 4.41% |
$733 - $1.21K
|
568
$25.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
899+ 4.43% |
$27.5K - $45.3K
|
21.2K
$968K
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
5.23K+ 14.04% |
$160K - $264K
|
42.5K
$1.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.57K+ 31.9% |
$47.9K - $78.9K
|
6.48K
$296K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
223+ 3.16% |
$6.81K - $11.2K
|
7.29K
$333K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.19K- 12.02% |
$36.3K - $59.8K
|
8.69K
$397K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-390- 1.36% |
$11.9K - $19.7K
|
28.3K
$1.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3K+ 1.69% |
$91.7K - $151K
|
180K
$8.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.37K+ 7.35% |
$41.9K - $69.1K
|
20K
$915K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.72K+ 88.63% |
$175K - $288K
|
12.2K
$556K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-263- 4.03% |
$8.04K - $13.3K
|
6.26K
$286K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
72.9K+ 101.51% |
$2.23M - $3.67M
|
145K
$6.6M
|
|
| Q4 2022 | |||||||
|
Feb 10, 2025
Q4 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-18.1KClosed |
$732K - $855K
|
0
$0
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-38.3KClosed |
$1.55M - $1.81M
|
0
$0
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
14KNew |
$567K - $663K
|
14K
$640K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
31New |
$1.25K - $1.47K
|
31
$1.42K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5.92K- 16.94% |
$239K - $280K
|
29K
$1.33M
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
SELL
|
- |
-50- 0.77% |
$2.02K - $2.36K
|
6.45K
$294K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
16.7KNew |
$676K - $790K
|
16.7K
$763K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
81New |
$3.27K - $3.83K
|
81
$3.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 1.65% |
$4.04K - $4.73K
|
5.95K
$272K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-62- 11.21% |
$2.51K - $2.93K
|
491
$22.4K
|
|