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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2020
Q1 2020
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4.18KClosed |
$107K - $237K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-129Closed |
$3.31K - $7.31K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.67KClosed |
$120K - $264K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-264Closed |
$6.78K - $15K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
85New |
$2.18K - $4.82K
|
85
$3.74K
|
|
|
Apr 14, 2020
Q1 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.06KClosed |
$104K - $230K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Asset Management Corp
|
SELL
|
- |
-14.4KClosed |
$370K - $817K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-550Closed |
$14.1K - $31.2K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-5.61KClosed |
$144K - $318K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-89.3KClosed |
$2.29M - $5.06M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 76.92% |
$2.57K - $5.67K
|
30
$1.32K
|
|
|
Apr 09, 2020
Q1 2020
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-205KClosed |
$5.27M - $11.6M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-3.86KClosed |
$99.2K - $219K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 50.0% |
$6.42K - $14.2K
|
250
$11K
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10.4KNew |
$529K - $591K
|
10.4K
$458K
|
|
|
Feb 14, 2020
Q4 2019
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
60.5KNew |
$3.07M - $3.43M
|
60.5K
$2.66M
|
|
|
Feb 14, 2020
Q4 2019
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
7.66KNew |
$389K - $434K
|
7.66K
$337K
|
|
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
80KNew |
$4.06M - $4.54M
|
80K
$3.52M
|
|
|
Feb 13, 2020
Q4 2019
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
11.7KNew |
$592K - $661K
|
11.7K
$513K
|
|
|
Jan 24, 2020
Q4 2019
|
Founders Capital Management
|
BUY
|
- |
225New |
$11.4K - $12.8K
|
225
$9.9K
|
|
| Q3 2019 | |||||||
|
Oct 09, 2024
Q3 2019
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.04% |
$90.5 - $107
|
5.22K
$229K
|
|