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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-4.59KClosed |
$240K - $276K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-99Closed |
$5.17K - $5.95K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Terril Brothers, Inc.
|
SELL
|
- |
-3.96KClosed |
$207K - $238K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-834Closed |
$43.5K - $50.2K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-41Closed |
$2.14K - $2.47K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.99KClosed |
$156K - $180K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-12.4KClosed |
$645K - $744K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
14KNew |
$729K - $840K
|
14K
$638K
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
52.4K+ 36.8% |
$2.73M - $3.15M
|
195K
$8.89M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
163New |
$8.51K - $9.8K
|
163
$7.44K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.06KClosed |
$55.3K - $63.8K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-470Closed |
$24.5K - $28.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
162KNew |
$8.54M - $10.1M
|
162K
$7.39M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-160Closed |
$8.45K - $9.94K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
24.2KNew |
$1.28M - $1.51M
|
24.2K
$1.11M
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-3.95KClosed |
$208K - $245K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-10.8KClosed |
$570K - $671K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-104K- 88.83% |
$5.5M - $6.47M
|
13.1K
$598K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
43New |
$2.27K - $2.67K
|
43
$1.96K
|
|
|
Aug 13, 2021
Q2 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-5.05KClosed |
$266K - $314K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-5Closed |
$264 - $311
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.06KClosed |
$214K - $252K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-8.67KClosed |
$458K - $539K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-16.3KClosed |
$859K - $1.01M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-55Closed |
$2.9K - $3.42K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-789Closed |
$41.7K - $49K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-295Closed |
$15.6K - $18.3K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.75KClosed |
$92.2K - $108K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-210Closed |
$11.1K - $13K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
39.1KNew |
$2.06M - $2.43M
|
39.1K
$1.79M
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
320New |
$16.9K - $19.9K
|
320
$14.6K
|
|
|
Jul 26, 2021
Q2 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-3.5KClosed |
$185K - $218K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-240Closed |
$12.7K - $14.9K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-4.85KClosed |
$256K - $301K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-941Closed |
$49.7K - $58.5K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-2.2K- 32.08% |
$116K - $137K
|
4.66K
$213K
|
|
|
Jul 09, 2021
Q2 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-1.3KClosed |
$68.7K - $80.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
338New |
$15.9K - $20.3K
|
338
$15.4K
|
|
|
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 18, 2021
Q1 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-9.16KClosed |
$432K - $551K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-660Closed |
$31.1K - $39.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-512Closed |
$24.2K - $30.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-25.6KClosed |
$1.21M - $1.54M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peconic Partners LLC
New York, NY |
SELL
|
- |
-150KClosed |
$7.08M - $9.03M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-186KClosed |
$8.77M - $11.2M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-558Closed |
$26.3K - $33.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sageworth Trust CO
|
SELL
|
- |
-713Closed |
$33.6K - $42.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.12M - $1.42M
|
23.7K
$1.08M
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.16KClosed |
$54.8K - $69.9K
|
0
$0
|
|