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 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
439+ 0.99% |
$15.3K - $18.9K
|
44.9K
$2.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.38K+ 26.09% |
$152K - $188K
|
21.2K
$961K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
31+ 0.52% |
$1.08K - $1.33K
|
6.04K
$274K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.03K- 99.8% |
$70.4K - $87.1K
|
4
$182
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
198+ 2828.57% |
$6.89K - $8.51K
|
205
$9.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3K+ 0.16% |
$105K - $129K
|
1.89M
$85.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-26.3K- 10.27% |
$914K - $1.13M
|
229K
$10.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.17K+ 35.83% |
$75.6K - $93.4K
|
8.24K
$374K
|
|
|
Aug 01, 2025
Q2 2025
|
Australian Super Pty LTD
|
BUY
|
- |
173KNew |
$6.01M - $7.42M
|
173K
$7.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.28K+ 2.26% |
$44.4K - $54.9K
|
57.8K
$2.62M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.49K+ 2.77% |
$121K - $150K
|
129K
$5.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
40.1K+ 22.2% |
$1.4M - $1.72M
|
221K
$10M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-387- 34.25% |
$13.5K - $16.6K
|
743
$33.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
276K+ 2241.46% |
$9.59M - $11.9M
|
288K
$13.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
146+ 5.12% |
$5.08K - $6.28K
|
3K
$136K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.08K+ 14.19% |
$37.7K - $46.6K
|
8.72K
$396K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-13.5K- 7.08% |
$470K - $580K
|
177K
$8.04M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.11K+ 1.2% |
$73.4K - $90.7K
|
178K
$8.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.63K+ 8.56% |
$91.5K - $113K
|
33.3K
$1.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-1.98K- 1.25% |
$68.8K - $85K
|
156K
$7.09M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-1.16K- 0.54% |
$40.2K - $49.7K
|
213K
$9.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
6.41K+ 10.55% |
$223K - $275K
|
67.1K
$3.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-207- 25.94% |
$7.2K - $8.9K
|
591
$26.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-1.79M- 58.01% |
$62.2M - $76.8M
|
1.29M
$58.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
324+ 4.66% |
$11.3K - $13.9K
|
7.27K
$330K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
36New |
$1.25K - $1.55K
|
36
$1.63K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-26- 0.12% |
$905 - $1.12K
|
21K
$952K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-180- 0.03% |
$6.26K - $7.74K
|
547K
$24.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 5.3% |
$652K - $805K
|
372K
$16.9M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-586- 8.52% |
$20.4K - $25.2K
|
6.29K
$286K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.59K+ 11.72% |
$195K - $240K
|
53.3K
$2.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.36KNew |
$47.3K - $58.5K
|
1.36K
$61.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-226- 1.99% |
$7.86K - $9.72K
|
11.1K
$505K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-813- 11.09% |
$28.3K - $35K
|
6.52K
$296K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
2K+ 3.99% |
$69.6K - $86K
|
52.2K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
409+ 0.79% |
$14.2K - $17.6K
|
52K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-2.19K- 30.49% |
$76.3K - $94.3K
|
5K
$227K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.25K- 13.52% |
$43.3K - $53.6K
|
7.97K
$362K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.18K- 21.35% |
$41.2K - $50.9K
|
4.36K
$198K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-195- 0.33% |
$6.78K - $8.38K
|
59K
$2.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
36K+ 1.19% |
$1.25M - $1.55M
|
3.05M
$139M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.06K+ 39.23% |
$71.6K - $88.5K
|
7.3K
$331K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.64K- 0.38% |
$57.2K - $70.7K
|
429K
$19.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.06K+ 30.75% |
$280K - $346K
|
34.3K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
3.02K+ 151000.0% |
$105K - $130K
|
3.02K
$137K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.5K+ 10.82% |
$86.9K - $107K
|
25.6K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.22K+ 3.05% |
$147K - $182K
|
143K
$6.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-375- 5.27% |
$13K - $16.1K
|
6.74K
$306K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-420- 2.05% |
$14.6K - $18.1K
|
20K
$909K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
17+ 0.32% |
$591 - $731
|
5.28K
$239K
|