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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.46K+ 18.72% |
$120K - $149K
|
22K
$996K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
193New |
$6.71K - $8.3K
|
193
$8.76K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.2K+ 20.1% |
$2.37M - $2.93M
|
408K
$18.5M
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
29.4KNew |
$1.02M - $1.26M
|
29.4K
$1.33M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.66K+ 9.12% |
$57.6K - $71.1K
|
19.8K
$899K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.7K- 56.67% |
$475K - $587K
|
10.4K
$474K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
77New |
$2.68K - $3.31K
|
77
$3.49K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
797K+ 118.55% |
$27.7M - $34.3M
|
1.47M
$66.7M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-1.5K- 3.81% |
$52.2K - $64.5K
|
37.9K
$1.72M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
42+ 0.04% |
$1.46K - $1.81K
|
112K
$5.07M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-75.4K- 49.63% |
$2.62M - $3.24M
|
76.5K
$3.47M
|
|
|
Aug 26, 2025
Q2 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
210+ 0.9% |
$7.31K - $9.03K
|
23.5K
$1.07M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.34KNew |
$186K - $229K
|
5.34K
$242K
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-40- 0.49% |
$1.39K - $1.72K
|
8.19K
$372K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-205- 0.44% |
$7.13K - $8.81K
|
46.8K
$2.12M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-17- 0.14% |
$591 - $731
|
12.5K
$569K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.52K- 6.48% |
$87.6K - $108K
|
36.3K
$1.65M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.61K- 6.15% |
$195K - $241K
|
85.5K
$3.88M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5.07K+ 152.69% |
$176K - $218K
|
8.39K
$381K
|
|
|
Aug 19, 2025
Q2 2025
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
5.52K+ 3.46% |
$192K - $237K
|
165K
$7.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.42K- 4.67% |
$119K - $147K
|
70K
$3.17M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.9K- 9.59% |
$517K - $639K
|
140K
$6.36M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.97K- 53.71% |
$277K - $343K
|
6.87K
$312K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
273+ 6.86% |
$9.5K - $11.7K
|
4.26K
$193K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
521+ 9.85% |
$18.1K - $22.4K
|
5.81K
$264K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4K+ 364.96% |
$139K - $172K
|
5.1K
$231K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.11K+ 21.35% |
$143K - $177K
|
23.4K
$1.06M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
57+ 12.87% |
$1.98K - $2.45K
|
500
$22.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-80.7K- 36.19% |
$2.81M - $3.47M
|
142K
$6.46M
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-1.59K- 24.8% |
$55.1K - $68.1K
|
4.81K
$218K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.19K+ 13.17% |
$111K - $137K
|
27.4K
$1.24M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.79K+ 61.88% |
$202K - $249K
|
15.2K
$688K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
881K+ 4.57% |
$30.7M - $37.9M
|
20.1M
$914M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.42K+ 33.72% |
$154K - $190K
|
17.5K
$796K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-47.6K- 8.53% |
$1.66M - $2.05M
|
510K
$23.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 0.02% |
$34.8 - $43
|
6.04K
$274K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-5- 33.33% |
$174 - $215
|
10
$454
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
100+ 0.67% |
$3.48K - $4.3K
|
15.1K
$685K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.84K+ 1.96% |
$63.9K - $78.9K
|
95.4K
$4.33M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
138+ 4.53% |
$4.8K - $5.93K
|
3.18K
$144K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-154- 1.69% |
$5.36K - $6.62K
|
8.95K
$406K
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
2K+ 22.11% |
$69.6K - $86K
|
11K
$501K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-6.57K- 1.4% |
$229K - $282K
|
462K
$21M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-6.8K- 32.46% |
$237K - $292K
|
14.2K
$642K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.88KNew |
$135K - $167K
|
3.88K
$176K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.49KNew |
$121K - $150K
|
3.49K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
31.4KNew |
$1.09M - $1.35M
|
31.4K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-3.05K- 33.93% |
$106K - $131K
|
5.93K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
19.6KNew |
$682K - $843K
|
19.6K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.77K+ 9.6% |
$235K - $291K
|
77.3K
$3.51M
|