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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-5.03K- 8.85% |
$207K - $229K
|
51.8K
$2.32M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
3.16K+ 5.37% |
$130K - $144K
|
62K
$2.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.83K+ 3.0% |
$404K - $449K
|
337K
$15.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-88- 0.53% |
$3.62K - $4.02K
|
16.6K
$746K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-75- 0.32% |
$3.08K - $3.42K
|
23.3K
$1.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-272- 2.46% |
$11.2K - $12.4K
|
10.8K
$484K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
92+ 4.36% |
$3.78K - $4.2K
|
2.2K
$98.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-1.64K- 21.81% |
$67.4K - $74.9K
|
5.88K
$264K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
2.15KNew |
$88.4K - $98.2K
|
2.15K
$96.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.08KNew |
$168K - $186K
|
4.08K
$183K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-19.9K- 39.11% |
$818K - $908K
|
31K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-729- 14.11% |
$30K - $33.3K
|
4.44K
$199K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.5K+ 2.3% |
$472K - $524K
|
512K
$22.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
23+ 0.36% |
$945 - $1.05K
|
6.45K
$289K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-5.52K- 26.99% |
$227K - $252K
|
14.9K
$670K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.81K+ 1.1% |
$115K - $128K
|
258K
$11.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-8.07K- 1.85% |
$332K - $368K
|
429K
$19.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-117- 1.79% |
$4.81K - $5.34K
|
6.41K
$287K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
7+ 1.12% |
$288 - $319
|
634
$28.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-283- 0.61% |
$11.6K - $12.9K
|
46.1K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.95K+ 42.68% |
$121K - $134K
|
9.85K
$442K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-505- 0.3% |
$20.8K - $23K
|
167K
$7.49M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
283+ 2.67% |
$11.6K - $12.9K
|
10.9K
$488K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1M+ 75.14% |
$41.3M - $45.8M
|
2.34M
$105M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-26K- 8.84% |
$1.07M - $1.19M
|
268K
$12M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-9.56K- 67.06% |
$393K - $436K
|
4.69K
$211K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.35K- 7.7% |
$55.6K - $61.8K
|
16.2K
$728K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
238+ 1.16% |
$9.78K - $10.9K
|
20.8K
$931K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
518+ 7.85% |
$21.3K - $23.6K
|
7.11K
$319K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.9K+ 0.7% |
$78.2K - $86.9K
|
275K
$12.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 2.34% |
$411 - $456
|
437
$19.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.84K+ 3.05% |
$158K - $175K
|
130K
$5.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
5.2KNew |
$214K - $237K
|
5.2K
$233K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
2.41K+ 8.37% |
$98.9K - $110K
|
31.2K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
699+ 4.79% |
$28.7K - $31.9K
|
15.3K
$685K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
150+ 2.06% |
$6.16K - $6.85K
|
7.42K
$333K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.57K+ 1.19% |
$393K - $437K
|
812K
$36.4M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
185+ 3.55% |
$7.6K - $8.44K
|
5.4K
$242K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-13.4K- 47.53% |
$549K - $610K
|
14.8K
$662K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
36+ 0.54% |
$1.48K - $1.64K
|
6.67K
$299K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
352+ 16.57% |
$14.5K - $16.1K
|
2.48K
$111K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-15- 3.04% |
$616 - $685
|
479
$21.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
7+ 1.13% |
$288 - $319
|
624
$28K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
101+ 1.11% |
$4.15K - $4.61K
|
9.17K
$412K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
9.5K+ 16.76% |
$390K - $434K
|
66.2K
$2.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2.1K- 23.25% |
$86.2K - $95.8K
|
6.93K
$311K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.26KNew |
$175K - $194K
|
4.26K
$191K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 8.22% |
$53K - $58.9K
|
17K
$762K
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-135- 1.09% |
$5.55K - $6.16K
|
12.2K
$547K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.89K- 4.01% |
$77.5K - $86K
|
45.2K
$2.03M
|
|