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 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-845- 3.38% |
$29.4K - $36.3K
|
24.2K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.54KNew |
$193K - $238K
|
5.54K
$252K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14.2K- 38.75% |
$496K - $612K
|
22.5K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-133- 0.93% |
$4.63K - $5.72K
|
14.1K
$641K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.11K+ 6.71% |
$38.7K - $47.8K
|
17.7K
$803K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-75- 1.12% |
$2.61K - $3.22K
|
6.61K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-251K- 44.95% |
$8.72M - $10.8M
|
307K
$13.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
2.5K+ 1.04% |
$87K - $107K
|
242K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
22.9KNew |
$795K - $983K
|
22.9K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.5K+ 49.12% |
$610K - $753K
|
53.2K
$2.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
168+ 1.98% |
$5.84K - $7.22K
|
8.64K
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.95K+ 7.1% |
$103K - $127K
|
44.5K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
258+ 4.22% |
$8.98K - $11.1K
|
6.37K
$289K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-817- 2.15% |
$28.4K - $35.1K
|
37.2K
$1.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.3K+ 1.27% |
$45.4K - $56.1K
|
104K
$4.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
195+ 22.31% |
$6.78K - $8.38K
|
1.07K
$48.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-21.6K- 62.79% |
$751K - $929K
|
12.8K
$581K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-906- 3.37% |
$31.5K - $38.9K
|
26K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-391- 43.49% |
$13.6K - $16.8K
|
508
$23.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
961New |
$33.4K - $41.3K
|
961
$43.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
141+ 4.25% |
$4.91K - $6.06K
|
3.46K
$157K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-12.9K- 35.47% |
$448K - $554K
|
23.4K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-597- 10.96% |
$20.8K - $25.7K
|
4.85K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-85.5K- 56.47% |
$2.98M - $3.68M
|
65.9K
$2.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
94+ 1.16% |
$3.27K - $4.04K
|
8.18K
$371K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 1.46% |
$348 - $430
|
697
$31.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.52K- 11.25% |
$52.8K - $65.3K
|
12K
$543K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-463- 8.9% |
$16.1K - $19.9K
|
4.74K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-3.49K- 16.64% |
$121K - $150K
|
17.5K
$793K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-18.4K- 5.97% |
$640K - $791K
|
290K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.47K- 41.68% |
$121K - $149K
|
4.86K
$221K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
73.8K+ 150.18% |
$2.57M - $3.17M
|
123K
$5.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-827- 91.08% |
$28.8K - $35.6K
|
81
$3.68K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
35.9K+ 278.87% |
$1.25M - $1.54M
|
48.8K
$2.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.77K+ 2.13% |
$131K - $162K
|
181K
$8.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
200K+ 512.52% |
$6.95M - $8.59M
|
239K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
245New |
$8.52K - $10.5K
|
245
$11.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-57.2K- 71.57% |
$1.99M - $2.46M
|
22.7K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-38- 1.66% |
$1.32K - $1.63K
|
2.25K
$102K
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
1.71K+ 21.53% |
$59.6K - $73.7K
|
9.68K
$439K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
9.92K+ 59.86% |
$345K - $426K
|
26.5K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
177K+ 5.67% |
$6.15M - $7.6M
|
3.3M
$150M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-14- 0.56% |
$487 - $602
|
2.49K
$113K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
75.5K+ 109.91% |
$2.63M - $3.25M
|
144K
$6.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
12.1K+ 2.57% |
$422K - $522K
|
485K
$22M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-433- 2.24% |
$15.1K - $18.6K
|
18.9K
$859K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-159- 38.13% |
$5.53K - $6.84K
|
258
$11.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-140- 1.56% |
$4.87K - $6.02K
|
8.84K
$401K
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-4.89K- 11.42% |
$170K - $210K
|
37.9K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.8K- 6.08% |
$1.45M - $1.8M
|
646K
$29.3M
|