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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.6K- 33.19% |
$125K - $155K
|
7.25K
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-670- 3.44% |
$23.3K - $28.8K
|
18.8K
$850K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-258- 2.63% |
$8.98K - $11.1K
|
9.54K
$431K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
722+ 1.5% |
$25.1K - $31K
|
49K
$2.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.93K+ 30.97% |
$67.1K - $83K
|
8.16K
$369K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.47K- 0.85% |
$51.1K - $63.1K
|
171K
$7.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
633K+ 23.8% |
$22M - $27.2M
|
3.3M
$149M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
8.94K+ 11.54% |
$311K - $384K
|
86.4K
$3.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-21- 0.42% |
$731 - $903
|
4.95K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8.63KNew |
$300K - $371K
|
8.63K
$390K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-94- 28.48% |
$3.27K - $4.04K
|
236
$10.7K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.98K+ 32.16% |
$173K - $214K
|
20.5K
$924K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
611+ 0.54% |
$21.3K - $26.3K
|
114K
$5.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
343+ 5.62% |
$11.9K - $14.7K
|
6.44K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-129- 4.23% |
$4.49K - $5.55K
|
2.92K
$132K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.2K- 58.28% |
$41.7K - $51.6K
|
859
$38.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
18.7K+ 4.22% |
$651K - $804K
|
462K
$20.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
361+ 3.4% |
$12.6K - $15.5K
|
11K
$495K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-17K- 44.48% |
$591K - $731K
|
21.2K
$958K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.29K+ 15.78% |
$44.9K - $55.5K
|
9.46K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-350- 2.31% |
$12.2K - $15K
|
14.8K
$668K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.78K+ 31.0% |
$166K - $206K
|
20.2K
$912K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 4.94% |
$35.1K - $43.4K
|
21.5K
$970K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
125KNew |
$4.34M - $5.36M
|
125K
$5.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
12.2KNew |
$424K - $524K
|
12.2K
$550K
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-5.96K- 4.41% |
$207K - $256K
|
129K
$5.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
33+ 0.16% |
$1.15K - $1.42K
|
21K
$947K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.52% |
$244 - $301
|
1.35K
$61.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
166+ 1.71% |
$5.78K - $7.14K
|
9.87K
$446K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
195+ 2.55% |
$6.78K - $8.38K
|
7.86K
$355K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.91K+ 2.51% |
$171K - $211K
|
200K
$9.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.08K+ 18.59% |
$72.2K - $89.2K
|
13.2K
$598K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-23.1K- 3.11% |
$802K - $991K
|
718K
$32.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
49.3K+ 6.94% |
$1.71M - $2.12M
|
759K
$34.3M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-517- 9.44% |
$18K - $22.2K
|
4.96K
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.27K- 8.65% |
$183K - $226K
|
55.6K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.91K+ 66.04% |
$66.3K - $81.9K
|
4.79K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
14.6K+ 36.41% |
$508K - $628K
|
54.7K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.42% |
$939 - $1.16K
|
6.4K
$289K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
211+ 0.93% |
$7.34K - $9.07K
|
23K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
75+ 1.03% |
$2.61K - $3.22K
|
7.37K
$333K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
3.14KNew |
$109K - $135K
|
3.14K
$142K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25.9K- 51.05% |
$902K - $1.11M
|
24.9K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.14K- 4.88% |
$74.3K - $91.8K
|
41.6K
$1.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
14.1K+ 5.54% |
$490K - $605K
|
268K
$12.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-212- 4.9% |
$7.38K - $9.11K
|
4.11K
$186K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
17.8K+ 5.9% |
$621K - $767K
|
320K
$14.5M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-1.53K- 2.62% |
$53.1K - $65.6K
|
56.7K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-6.19K- 6.28% |
$215K - $266K
|
92.4K
$4.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
13.4KNew |
$466K - $575K
|
13.4K
$604K
|