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 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.07K+ 4.15% |
$142K - $175K
|
102K
$4.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
223+ 1.67% |
$7.76K - $9.59K
|
13.6K
$615K
|
|
|
Aug 05, 2025
Q2 2025
|
Homestead Advisers Corp
|
SELL
|
- |
-207K- 16.36% |
$7.19M - $8.88M
|
1.06M
$47.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.61K- 5.0% |
$90.8K - $112K
|
49.6K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
30+ 0.67% |
$1.04K - $1.29K
|
4.51K
$204K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.59K+ 40.49% |
$125K - $154K
|
12.5K
$566K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
477+ 7.01% |
$16.6K - $20.5K
|
7.28K
$330K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
118+ 1.18% |
$4.11K - $5.07K
|
10.1K
$459K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-959- 4.57% |
$33.4K - $41.2K
|
20K
$909K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 6.86% |
$244 - $301
|
109
$4.95K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-580- 78.27% |
$20.2K - $24.9K
|
161
$7.31K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-364- 0.48% |
$12.7K - $15.6K
|
75.3K
$3.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
2.7K+ 4.64% |
$93.9K - $116K
|
60.9K
$2.76M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.77K+ 10.11% |
$61.4K - $75.9K
|
19.2K
$873K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-361K- 29.32% |
$12.5M - $15.5M
|
870K
$39.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
77.2K+ 3.54% |
$2.68M - $3.32M
|
2.26M
$102M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-9.77K- 16.22% |
$340K - $420K
|
50.5K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-896- 2.25% |
$31.2K - $38.5K
|
38.9K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-217- 3.15% |
$7.55K - $9.33K
|
6.66K
$302K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.01K- 35.66% |
$35.1K - $43.3K
|
1.82K
$82.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
351+ 1.49% |
$12.2K - $15.1K
|
23.9K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.33K+ 38.04% |
$81.1K - $100K
|
8.46K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.4K+ 8.81% |
$537K - $664K
|
191K
$8.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.26K- 42.68% |
$218K - $269K
|
8.4K
$381K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
955+ 697.08% |
$33.2K - $41.1K
|
1.09K
$49.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-110- 0.89% |
$3.83K - $4.73K
|
12.3K
$557K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.78K- 0.63% |
$62K - $76.6K
|
281K
$12.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$434K - $536K
|
12.5K
$566K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
13.6K+ 1.71% |
$473K - $585K
|
808K
$36.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
89.5K+ 77.99% |
$3.11M - $3.85M
|
204K
$9.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-6.22K- 6.45% |
$217K - $268K
|
90.3K
$4.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.78K- 22.02% |
$96.6K - $119K
|
9.84K
$446K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.25K- 15.26% |
$78.1K - $96.6K
|
12.5K
$566K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.54K+ 4.24% |
$193K - $238K
|
136K
$6.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.51K- 1.75% |
$157K - $194K
|
253K
$11.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-10.8K- 3.08% |
$376K - $464K
|
340K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.41K- 49.02% |
$188K - $233K
|
5.63K
$255K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.23K- 1.37% |
$112K - $139K
|
233K
$10.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
118K+ 1575.07% |
$4.09M - $5.06M
|
125K
$5.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.04K+ 29.38% |
$36.2K - $44.7K
|
4.58K
$208K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-18.5K- 31.76% |
$645K - $797K
|
39.8K
$1.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
30.3K+ 901.82% |
$1.05M - $1.3M
|
33.6K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.53K+ 3.62% |
$192K - $238K
|
158K
$7.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4+ 0.04% |
$139 - $172
|
9.19K
$417K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.29K+ 6.95% |
$44.8K - $55.3K
|
19.8K
$899K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.97K+ 7.79% |
$68.5K - $84.6K
|
27.2K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-10.2K- 25.88% |
$356K - $440K
|
29.3K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-171- 0.69% |
$5.95K - $7.35K
|
24.4K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-7.05K- 15.3% |
$245K - $303K
|
39.1K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.12K+ 8.64% |
$38.9K - $48.1K
|
14.1K
$638K
|