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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
300New |
$12.1K - $14.2K
|
300
$14.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-40- 26.32% |
$1.62K - $1.89K
|
112
$5.26K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.54K- 36.06% |
$143K - $167K
|
6.28K
$295K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-114- 1.79% |
$4.61K - $5.39K
|
6.25K
$294K
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-3.75K- 37.63% |
$152K - $177K
|
6.22K
$292K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
83+ 0.41% |
$3.35K - $3.92K
|
20.1K
$946K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-25- 0.06% |
$1.01K - $1.18K
|
40.8K
$1.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-141- 7.1% |
$5.7K - $6.66K
|
1.85K
$86.8K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-718- 12.31% |
$29K - $33.9K
|
5.12K
$240K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-247- 4.88% |
$9.98K - $11.7K
|
4.81K
$226K
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-86- 1.67% |
$3.48K - $4.06K
|
5.06K
$238K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6+ 0.54% |
$243 - $284
|
1.11K
$52K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 18.6% |
$323 - $378
|
51
$2.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
5.2KNew |
$210K - $246K
|
5.2K
$244K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
80.3KNew |
$3.25M - $3.8M
|
80.3K
$3.77M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.08K+ 2.96% |
$43.5K - $50.9K
|
37.4K
$1.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
75+ 1.61% |
$3.03K - $3.54K
|
4.74K
$223K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-896- 2.81% |
$36.2K - $42.3K
|
31K
$1.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
1.22K+ 7.69% |
$49.2K - $57.6K
|
17.1K
$802K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.79K- 32.73% |
$113K - $132K
|
5.74K
$270K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-478- 10.1% |
$19.3K - $22.6K
|
4.25K
$200K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.12KNew |
$207K - $242K
|
5.12K
$240K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-423- 6.54% |
$17.1K - $20K
|
6.04K
$284K
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-6.39K- 1.31% |
$258K - $302K
|
480K
$22.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-24.3K- 33.47% |
$981K - $1.15M
|
48.2K
$2.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-292- 0.15% |
$11.8K - $13.8K
|
200K
$9.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-185- 10.63% |
$7.48K - $8.74K
|
1.56K
$73.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-440- 7.78% |
$17.8K - $20.8K
|
5.21K
$245K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
497New |
$20.1K - $23.5K
|
497
$23.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Pm Capital LTD
|
BUY
|
- |
323K+ 94.01% |
$13M - $15.2M
|
666K
$31.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
4.73KNew |
$191K - $223K
|
4.73K
$222K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.43K- 0.63% |
$57.6K - $67.3K
|
225K
$10.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
5.31KNew |
$215K - $251K
|
5.31K
$250K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
4.5KNew |
$182K - $213K
|
4.5K
$212K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-3.79K- 39.74% |
$153K - $179K
|
5.74K
$270K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
5.45KNew |
$220K - $258K
|
5.45K
$256K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-24.1K- 72.63% |
$975K - $1.14M
|
9.09K
$427K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.7K- 79.96% |
$756K - $884K
|
4.69K
$220K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
220New |
$8.89K - $10.4K
|
220
$10.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
52+ 1.11% |
$2.1K - $2.46K
|
4.73K
$222K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
28.7KNew |
$1.16M - $1.36M
|
28.7K
$1.35M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
81New |
$3.27K - $3.83K
|
81
$3.81K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.59KNew |
$145K - $169K
|
3.59K
$169K
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-679K- 98.77% |
$27.5M - $32.1M
|
8.48K
$399K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
40New |
$1.62K - $1.89K
|
40
$1.88K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-34Closed |
$694 - $1.72K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.07K+ 1267.5% |
$103K - $256K
|
5.47K
$257K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.69KClosed |
$95.7K - $237K
|
0
$0
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-61- 0.59% |
$1.25K - $3.08K
|
10.3K
$486K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
73+ 4.05% |
$1.49K - $3.68K
|
1.88K
$88.1K
|
|