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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-426- 4.48% |
$11.2K - $14.8K
|
9.08K
$415K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-409- 75.05% |
$10.7K - $14.2K
|
136
$6.21K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-367- 3.81% |
$9.62K - $12.8K
|
9.26K
$423K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-338- 3.59% |
$8.86K - $11.8K
|
9.08K
$415K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-308- 3.2% |
$8.07K - $10.7K
|
9.32K
$425K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-305- 64.48% |
$7.99K - $10.6K
|
168
$7.67K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-168- 1.73% |
$4.4K - $5.84K
|
9.55K
$436K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-160- 0.46% |
$4.19K - $5.57K
|
34.8K
$1.59M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-119Closed |
$3.12K - $4.14K
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-107- 47.77% |
$2.8K - $3.72K
|
117
$5.34K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-97- 0.71% |
$2.54K - $3.37K
|
13.5K
$618K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-85- 48.57% |
$2.23K - $2.96K
|
90
$4.11K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-79- 37.98% |
$2.07K - $2.75K
|
129
$5.89K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-76- 7.1% |
$1.99K - $2.64K
|
994
$45.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-13- 0.17% |
$341 - $452
|
7.62K
$348K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-588K- 63.03% |
$18M - $29.6M
|
345K
$15.8M
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-72.3KClosed |
$2.21M - $3.64M
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-61.5K- 97.07% |
$1.88M - $3.1M
|
1.86K
$84.8K
|
|
|
May 11, 2023
Q1 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-55.4K- 14.77% |
$1.69M - $2.79M
|
320K
$14.6M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-55K- 91.67% |
$1.68M - $2.77M
|
5K
$228K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-18.2K- 11.1% |
$556K - $917K
|
146K
$6.66M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-14.4K- 6.5% |
$440K - $726K
|
207K
$9.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-11.9K- 27.42% |
$365K - $602K
|
31.6K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 43.07% |
$342K - $564K
|
14.8K
$675K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-8.85K- 5.84% |
$270K - $446K
|
143K
$6.51M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-8.75K- 42.93% |
$267K - $441K
|
11.6K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.43K- 46.0% |
$196K - $324K
|
7.55K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.3K- 34.44% |
$101K - $166K
|
6.27K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.07K- 5.19% |
$93.9K - $155K
|
56.2K
$2.56M
|
|
|
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
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.24K- 50.82% |
$68.4K - $113K
|
2.17K
$98.9K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.07K- 4.9% |
$63.2K - $104K
|
40.1K
$1.83M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 3.21% |
$47.6K - $78.4K
|
46.9K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.43K- 3.22% |
$43.6K - $72K
|
42.9K
$1.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.19K- 12.02% |
$36.3K - $59.8K
|
8.69K
$397K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.04K- 6.29% |
$31.8K - $52.5K
|
15.5K
$709K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
SELL
|
- |
-900- 6.12% |
$27.5K - $45.4K
|
13.8K
$630K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-858- 10.29% |
$26.2K - $43.2K
|
7.48K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-823- 10.27% |
$25.2K - $41.5K
|
7.19K
$328K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-628- 4.85% |
$19.2K - $31.6K
|
12.3K
$562K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-458- 6.63% |
$14K - $23.1K
|
6.45K
$295K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-449- 3.14% |
$13.7K - $22.6K
|
13.8K
$632K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-430- 2.53% |
$13.1K - $21.7K
|
16.6K
$756K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-390- 1.36% |
$11.9K - $19.7K
|
28.3K
$1.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-383- 78.48% |
$11.7K - $19.3K
|
105
$4.79K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-263- 4.03% |
$8.04K - $13.3K
|
6.26K
$286K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-207- 1.03% |
$6.33K - $10.4K
|
20K
$912K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
SELL
|
- |
-160- 1.21% |
$4.89K - $8.06K
|
13.1K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-44- 45.36% |
$1.34K - $2.22K
|
53
$2.42K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-15- 5.17% |
$458 - $756
|
275
$12.6K
|
|