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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2020
Q2 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.85KClosed |
$77.6K - $132K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Altshuler Shaham LTD
|
SELL
|
- |
-5Closed |
$136 - $232
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-146KClosed |
$3.98M - $6.78M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-129KClosed |
$3.5M - $5.97M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1Closed |
$27.2 - $46.4
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-718KClosed |
$19.5M - $33.3M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-77KClosed |
$2.09M - $3.57M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-34.2KClosed |
$930K - $1.59M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-9Closed |
$245 - $417
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-6.93KClosed |
$189K - $321K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
18+ 13.95% |
$490 - $835
|
147
$6.09K
|
|
|
Aug 07, 2020
Q2 2020
|
Tlwm
San Antonio, TX |
SELL
|
- |
-11.6KClosed |
$315K - $537K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-7.37KClosed |
$200K - $342K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-41.4KClosed |
$1.13M - $1.92M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-300Closed |
$8.16K - $13.9K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-8.7K- 39.87% |
$237K - $403K
|
13.1K
$544K
|
|
|
Jul 31, 2020
Q2 2020
|
West Bancorporation Inc
|
SELL
|
- |
-4.49KClosed |
$122K - $208K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-54.9KClosed |
$1.49M - $2.54M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Mitchell Capital Management CO
|
SELL
|
- |
-43.7KClosed |
$1.19M - $2.03M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-12.2KClosed |
$333K - $567K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-40.9KClosed |
$1.11M - $1.89M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-13.9KClosed |
$377K - $643K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-10KClosed |
$272K - $464K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-436KClosed |
$11.9M - $20.2M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-69.5KClosed |
$1.89M - $3.22M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.56KClosed |
$42.3K - $72.2K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-174Closed |
$4.73K - $8.07K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Sanders Morris Harris LLC
|
SELL
|
- |
-26.3KClosed |
$715K - $1.22M
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-5.92KClosed |
$161K - $274K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-10.6KClosed |
$288K - $491K
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-608Closed |
$16.5K - $28.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Nov 09, 2023
Q1 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-666- 50.72% |
$17.1K - $37.7K
|
647
$26.8K
|
|
|
Nov 16, 2020
Q1 2020
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-3.57KClosed |
$91.8K - $202K
|
0
$0
|
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-5.18KClosed |
$133K - $294K
|
0
$0
|
|
|
Jun 05, 2020
Q1 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-4.09KClosed |
$105K - $232K
|
0
$0
|
|
|
May 28, 2020
Q1 2020
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-22.1KClosed |
$567K - $1.25M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-9KClosed |
$231K - $510K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.89KClosed |
$48.6K - $107K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-8.1MClosed |
$208M - $459M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-5.27KClosed |
$135K - $299K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Martin Currie LTD
Edinburgh, X0 |
SELL
|
- |
-155KClosed |
$3.98M - $8.78M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-9.12KClosed |
$234K - $517K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.27KClosed |
$110K - $242K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.15KClosed |
$158K - $349K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Opus Investment Management Inc
|
BUY
|
- |
6K+ 5.88% |
$154K - $340K
|
108K
$4.48M
|
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-11.5KClosed |
$295K - $651K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6.74KClosed |
$173K - $382K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stewart Asset Management, LLC
|
SELL
|
- |
-5KClosed |
$128K - $283K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-957Closed |
$24.6K - $54.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Plancorp, LLC
|
SELL
|
- |
-3.86KClosed |
$99.2K - $219K
|
0
$0
|
|