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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-95- 11.7% |
$1.94K - $4.79K
|
717
$34.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-75- 1.75% |
$1.53K - $3.79K
|
4.21K
$201K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-61- 0.59% |
$1.25K - $3.08K
|
10.3K
$493K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-50- 0.99% |
$1.02K - $2.52K
|
5K
$238K
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-46- 0.89% |
$939 - $2.32K
|
5.15K
$246K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.84% |
$918 - $2.27K
|
5.29K
$252K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-34Closed |
$694 - $1.72K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 0.63% |
$20.4 - $50.5
|
159
$7.58K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-1.02MClosed |
$46.7M - $56.6M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-751KClosed |
$34.3M - $41.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-244KClosed |
$11.1M - $13.5M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-192KClosed |
$8.77M - $10.6M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-141KClosed |
$6.43M - $7.79M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-129KClosed |
$5.9M - $7.15M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-124K- 30.97% |
$5.66M - $6.86M
|
276K
$13.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-63.7KClosed |
$2.91M - $3.52M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-47.8KClosed |
$2.18M - $2.64M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-31.6KClosed |
$1.44M - $1.75M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-25.4KClosed |
$1.16M - $1.41M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-21.4KClosed |
$977K - $1.18M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-20.4KClosed |
$932K - $1.13M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-13.4KClosed |
$611K - $740K
|
0
$0
|
|
|
Dec 12, 2024
Q2 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-13.1KClosed |
$597K - $723K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$495K - $600K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-8.81KClosed |
$403K - $488K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-8.51KClosed |
$389K - $471K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-7.52KClosed |
$344K - $416K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
SELL
|
- |
-7.3KClosed |
$333K - $404K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6.87KClosed |
$314K - $380K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-6.18KClosed |
$282K - $342K
|
0
$0
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.84KClosed |
$267K - $324K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-5.37KClosed |
$245K - $297K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.31KClosed |
$242K - $294K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-5.29KClosed |
$242K - $293K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.22KClosed |
$239K - $289K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-5.16KClosed |
$236K - $286K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-4.92KClosed |
$225K - $272K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-4.83KClosed |
$220K - $267K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.55KClosed |
$208K - $252K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-4.45K- 9.0% |
$203K - $246K
|
44.9K
$2.14M
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-4.44K- 40.44% |
$203K - $246K
|
6.54K
$312K
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.38KClosed |
$200K - $242K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.32KClosed |
$197K - $239K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.27KClosed |
$195K - $236K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.26KClosed |
$195K - $236K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-4.22KClosed |
$193K - $233K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.19K- 31.25% |
$191K - $232K
|
9.22K
$439K
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.17KClosed |
$190K - $231K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.11KClosed |
$188K - $228K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-4.06KClosed |
$185K - $224K
|
0
$0
|
|