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 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.36K+ 25.88% |
$47.4K - $58.6K
|
6.62K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
799KNew |
$27.8M - $34.3M
|
799K
$36.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-94.8K- 26.11% |
$3.3M - $4.07M
|
268K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-872K- 10.74% |
$30.3M - $37.5M
|
7.25M
$329M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.71K- 26.4% |
$129K - $159K
|
10.3K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9+ 2.41% |
$313 - $387
|
383
$17.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-5.29K- 31.02% |
$184K - $228K
|
11.8K
$534K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-413- 2.34% |
$14.4K - $17.8K
|
17.2K
$781K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.35K+ 17.51% |
$81.6K - $101K
|
15.7K
$714K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-847- 29.56% |
$29.5K - $36.4K
|
2.02K
$91.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
53+ 0.8% |
$1.84K - $2.28K
|
6.69K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-127- 0.43% |
$4.42K - $5.46K
|
29.6K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.67K+ 1.03% |
$58.1K - $71.8K
|
165K
$7.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
42+ 0.63% |
$1.46K - $1.81K
|
6.69K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-600- 1.13% |
$20.9K - $25.8K
|
52.7K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-20- 0.37% |
$696 - $860
|
5.32K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.77K+ 4.38% |
$61.5K - $76K
|
42.2K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-18.8K- 4.29% |
$652K - $806K
|
419K
$19M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
5.42K+ 20.85% |
$188K - $233K
|
31.4K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-495- 2.07% |
$17.2K - $21.3K
|
23.4K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-223- 16.31% |
$7.76K - $9.59K
|
1.14K
$51.9K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
270+ 13.2% |
$9.39K - $11.6K
|
2.32K
$105K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
48.3K+ 1.68% |
$1.68M - $2.08M
|
2.91M
$132M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
176New |
$6.12K - $7.57K
|
176
$7.99K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.13KNew |
$109K - $135K
|
3.13K
$142K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.85KNew |
$169K - $208K
|
4.85K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2K- 11.37% |
$69.6K - $86K
|
15.6K
$708K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.73K+ 18.23% |
$199K - $246K
|
37.2K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23.9K- 18.55% |
$831K - $1.03M
|
105K
$4.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
21.2KNew |
$738K - $911K
|
21.2K
$962K
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
53.1K+ 31.96% |
$1.85M - $2.28M
|
219K
$9.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
28+ 0.61% |
$974 - $1.2K
|
4.64K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-27.5K- 3.24% |
$957K - $1.18M
|
822K
$37.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-543- 3.51% |
$18.9K - $23.3K
|
14.9K
$677K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
389K+ 20.19% |
$13.5M - $16.7M
|
2.32M
$105M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
CALL |
335K+ 176.49% |
$11.6M - $14.4M
|
525K
$23.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
89+ 0.17% |
$3.1K - $3.83K
|
52.7K
$2.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
15K+ 3.39% |
$521K - $644K
|
456K
$20.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
796+ 6.76% |
$27.7K - $34.2K
|
12.6K
$570K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-353- 3.31% |
$12.3K - $15.2K
|
10.3K
$468K
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-98- 0.03% |
$3.41K - $4.21K
|
316K
$14.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-43- 40.95% |
$1.5K - $1.85K
|
62
$2.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-151- 0.48% |
$5.25K - $6.49K
|
31.1K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10.4K+ 44.42% |
$362K - $447K
|
33.8K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.55K+ 1.02% |
$123K - $153K
|
351K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
80+ 76.92% |
$2.78K - $3.44K
|
184
$8.35K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.94K- 5.96% |
$172K - $212K
|
78K
$3.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
521+ 201.16% |
$18.1K - $22.4K
|
780
$35.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
29+ 0.51% |
$1.01K - $1.25K
|
5.7K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-8.99K- 2.91% |
$313K - $387K
|
300K
$13.6M
|