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 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
46.1KNew |
$1.61M - $1.98M
|
46.1K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.02K+ 54.98% |
$35.3K - $43.6K
|
2.86K
$130K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.63K+ 7.8% |
$56.8K - $70.2K
|
22.6K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
931+ 1.65% |
$32.4K - $40K
|
57.3K
$2.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-401- 3.56% |
$14K - $17.2K
|
10.9K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
496+ 14.52% |
$17.3K - $21.3K
|
3.91K
$178K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-4.96K- 9.32% |
$173K - $213K
|
48.3K
$2.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.98K+ 6.64% |
$208K - $257K
|
96.1K
$4.36M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
181+ 3.12% |
$6.3K - $7.78K
|
5.98K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-55.4K- 3.78% |
$1.93M - $2.38M
|
1.41M
$64M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.33K+ 1.38% |
$220K - $272K
|
464K
$21.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-11.1K- 2.99% |
$385K - $476K
|
359K
$16.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.98K+ 16.43% |
$139K - $171K
|
28.2K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
88+ 1.06% |
$3.06K - $3.78K
|
8.37K
$380K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2K- 3.32% |
$69.6K - $86K
|
58.3K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-586- 0.37% |
$20.4K - $25.2K
|
156K
$7.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-64- 0.24% |
$2.23K - $2.75K
|
26.3K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-24.5K- 80.0% |
$851K - $1.05M
|
6.12K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 2.57% |
$36.9K - $45.7K
|
40.2K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-298- 1.77% |
$10.4K - $12.8K
|
16.5K
$749K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-520- 2.27% |
$18.1K - $22.4K
|
22.4K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
20.2K+ 6.72% |
$704K - $870K
|
321K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-22.8K- 78.37% |
$795K - $982K
|
6.3K
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.1K+ 10.95% |
$628K - $776K
|
183K
$8.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.3K+ 5.18% |
$950K - $1.17M
|
555K
$25.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.9K+ 6.21% |
$691K - $854K
|
340K
$15.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-645- 5.12% |
$22.4K - $27.7K
|
11.9K
$542K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
109K+ 39.07% |
$3.8M - $4.69M
|
389K
$17.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
500+ 34.99% |
$17.4K - $21.5K
|
1.93K
$87.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-113- 18.9% |
$3.93K - $4.86K
|
485
$22K
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.91K+ 2.88% |
$101K - $125K
|
104K
$4.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
479+ 2.87% |
$16.7K - $20.6K
|
17.2K
$780K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.18K- 4.86% |
$75.9K - $93.8K
|
42.7K
$1.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.23K+ 4.03% |
$217K - $268K
|
161K
$7.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-750- 3.67% |
$26.1K - $32.2K
|
19.7K
$894K
|
|
|
Aug 08, 2025
Q2 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
7.58K+ 0.35% |
$264K - $326K
|
2.17M
$98.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66New |
$2.3K - $2.84K
|
66
$3K
|
|
|
Aug 08, 2025
Q2 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
25.3K+ 1.54% |
$881K - $1.09M
|
1.67M
$75.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
16+ 0.17% |
$557 - $688
|
9.26K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 13.15% |
$974 - $1.2K
|
241
$10.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
171K+ 7.36% |
$5.95M - $7.36M
|
2.5M
$113M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
50.7K+ 5.46% |
$1.76M - $2.18M
|
979K
$44.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18+ 0.2% |
$626 - $774
|
9.24K
$419K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-537- 1.86% |
$18.7K - $23.1K
|
28.4K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
39.3K+ 43.84% |
$1.37M - $1.69M
|
129K
$5.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
259KNew |
$9M - $11.1M
|
259K
$11.7M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-136- 2.25% |
$4.73K - $5.85K
|
5.9K
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
681+ 8.62% |
$23.7K - $29.3K
|
8.58K
$389K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.36K+ 7.41% |
$221K - $274K
|
92.2K
$4.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10K- 10.76% |
$349K - $431K
|
83.3K
$3.78M
|