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 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-502- 1.02% |
$17.5K - $21.6K
|
48.8K
$2.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.49K+ 2.3% |
$191K - $236K
|
244K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
4.31K+ 7.32% |
$150K - $185K
|
63.1K
$2.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5+ 0.01% |
$174 - $215
|
53.1K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
5.5KNew |
$191K - $236K
|
5.5K
$249K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-51- 2.35% |
$1.77K - $2.19K
|
2.12K
$96.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-506K- 25.52% |
$17.6M - $21.7M
|
1.48M
$67M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.03K+ 16.26% |
$70.7K - $87.4K
|
14.5K
$659K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
420+ 2.93% |
$14.6K - $18.1K
|
14.8K
$670K
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
11.1K+ 3.82% |
$386K - $477K
|
302K
$13.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-29.9K- 41.66% |
$1.04M - $1.28M
|
41.8K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-23- 24.21% |
$800 - $989
|
72
$3.27K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.65K+ 3.55% |
$301K - $372K
|
252K
$11.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
7.28K+ 20.66% |
$253K - $313K
|
42.5K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-14- 14.14% |
$487 - $602
|
85
$3.86K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.95K+ 8.29% |
$137K - $170K
|
51.6K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10.5K- 48.86% |
$365K - $451K
|
11K
$498K
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.61K- 1.1% |
$56K - $69.3K
|
145K
$6.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
268+ 71.47% |
$9.32K - $11.5K
|
643
$29.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.55K+ 18.46% |
$53.9K - $66.6K
|
9.95K
$451K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-8- 6.56% |
$278 - $344
|
114
$5.17K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.9K+ 2.25% |
$379K - $468K
|
494K
$22.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-3.95K- 8.6% |
$137K - $170K
|
42K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.06K- 9.18% |
$37K - $45.7K
|
10.5K
$478K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-93- 25.69% |
$3.24K - $4K
|
269
$12.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
73+ 21.16% |
$2.54K - $3.14K
|
418
$19K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-7.93K- 12.28% |
$276K - $341K
|
56.6K
$2.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.53K- 53.92% |
$227K - $281K
|
5.59K
$253K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.21K+ 12.31% |
$42.1K - $52K
|
11K
$501K
|
|
|
Aug 06, 2025
Q2 2025
|
Freemont Management S.A.
|
BUY
|
- |
44K+ 30.66% |
$1.53M - $1.89M
|
188K
$8.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-270- 1.22% |
$9.39K - $11.6K
|
21.8K
$990K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-167- 0.12% |
$5.81K - $7.18K
|
141K
$6.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-759- 4.92% |
$26.4K - $32.6K
|
14.7K
$666K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
15.2KNew |
$529K - $654K
|
15.2K
$690K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
196+ 2.08% |
$6.82K - $8.43K
|
9.61K
$436K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
394+ 5.26% |
$13.7K - $16.9K
|
7.89K
$358K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
682+ 2.55% |
$23.7K - $29.3K
|
27.4K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
702+ 3.46% |
$24.4K - $30.2K
|
21K
$953K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 0.21% |
$27.8K - $34.4K
|
384K
$17.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
125New |
$4.35K - $5.37K
|
125
$5.67K
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
BUY
|
- |
733+ 5.27% |
$25.5K - $31.5K
|
14.6K
$664K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.72K- 22.9% |
$164K - $203K
|
15.9K
$722K
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.4K+ 0.81% |
$83.5K - $103K
|
299K
$13.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.41KNew |
$223K - $276K
|
6.41K
$291K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-710- 3.09% |
$24.7K - $30.5K
|
22.3K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
185+ 138.06% |
$6.44K - $7.95K
|
319
$14.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-114K- 3.64% |
$3.98M - $4.92M
|
3.03M
$137M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-3.17K- 27.57% |
$110K - $136K
|
8.34K
$378K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1K- 25.0% |
$34.8K - $43K
|
3K
$136K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-56.8K- 72.79% |
$1.98M - $2.44M
|
21.2K
$964K
|