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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.53K- 2.37% |
$53.2K - $65.7K
|
63K
$2.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.14K+ 9.27% |
$179K - $221K
|
60.5K
$2.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
248New |
$8.63K - $10.7K
|
248
$11.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9KNew |
$518K - $640K
|
14.9K
$675K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.82K+ 11.37% |
$63.3K - $78.2K
|
17.8K
$809K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
162New |
$5.64K - $6.96K
|
162
$7.35K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.28K+ 21.57% |
$114K - $141K
|
18.5K
$839K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 2.14% |
$42.6K - $52.7K
|
56.1K
$2.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-39- 55.71% |
$1.36K - $1.68K
|
31
$1.41K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.61K+ 6.16% |
$230K - $284K
|
114K
$5.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
948+ 3.1% |
$33K - $40.8K
|
31.6K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
184+ 1.25% |
$6.4K - $7.91K
|
15K
$679K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-33.1K- 12.65% |
$1.15M - $1.42M
|
229K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.02K+ 4.93% |
$35.4K - $43.8K
|
21.7K
$983K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.56K+ 15.36% |
$124K - $153K
|
26.7K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-27.8K- 3.41% |
$967K - $1.19M
|
787K
$35.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-27.3K- 4.49% |
$950K - $1.17M
|
581K
$26.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.18K+ 23.01% |
$75.7K - $93.6K
|
11.6K
$528K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-539- 8.0% |
$18.8K - $23.2K
|
6.2K
$281K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.38K+ 11.4% |
$48.1K - $59.4K
|
13.5K
$613K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 0.73% |
$313 - $387
|
1.24K
$56K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.29K- 14.91% |
$79.5K - $98.3K
|
13K
$592K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.62K- 10.47% |
$91.3K - $113K
|
22.4K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-20.6K- 22.85% |
$717K - $886K
|
69.5K
$3.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-8.54K- 16.23% |
$297K - $367K
|
44.1K
$2M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.85K- 1.86% |
$99.2K - $123K
|
150K
$6.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-539- 4.29% |
$18.8K - $23.2K
|
12K
$546K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-43- 0.47% |
$1.5K - $1.85K
|
9.11K
$414K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-44- 0.2% |
$1.53K - $1.89K
|
21.7K
$985K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-10.4K- 5.82% |
$363K - $449K
|
169K
$7.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-598- 7.32% |
$20.8K - $25.7K
|
7.58K
$344K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 1.6% |
$6.96K - $8.6K
|
12.3K
$560K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.41K- 18.87% |
$48.9K - $60.4K
|
6.04K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-799- 0.61% |
$27.8K - $34.3K
|
131K
$5.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-335- 4.33% |
$11.7K - $14.4K
|
7.4K
$336K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-464- 7.28% |
$16.1K - $19.9K
|
5.91K
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
13.6K+ 4.04% |
$474K - $586K
|
351K
$15.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
64+ 1.12% |
$2.23K - $2.75K
|
5.79K
$263K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
54+ 17.65% |
$1.88K - $2.32K
|
360
$16.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
696New |
$24.2K - $29.9K
|
696
$31.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-150- 2.52% |
$5.22K - $6.45K
|
5.81K
$263K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.59K+ 1.88% |
$90.1K - $111K
|
140K
$6.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-502- 0.55% |
$17.5K - $21.6K
|
91.6K
$4.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8.15K- 2.62% |
$283K - $350K
|
302K
$13.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.95K+ 23.07% |
$103K - $127K
|
15.7K
$714K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
41+ 0.5% |
$1.43K - $1.76K
|
8.24K
$374K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 4.62% |
$35.9K - $44.4K
|
23.4K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-4.56K- 5.43% |
$159K - $196K
|
79.4K
$3.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-5.97K- 0.97% |
$208K - $257K
|
606K
$27.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Edmp, Inc.
|
SELL
|
- |
-5.41K- 7.67% |
$188K - $233K
|
65.1K
$2.95M
|