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 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.91K+ 55.17% |
$101K - $125K
|
8.17K
$371K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.95K+ 22.09% |
$137K - $170K
|
21.8K
$990K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
4.36K+ 1848.73% |
$152K - $188K
|
4.6K
$209K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.12K+ 31.49% |
$73.8K - $91.2K
|
8.86K
$402K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.02% |
$69.6 - $86
|
12.3K
$558K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
105+ 1.26% |
$3.65K - $4.51K
|
8.45K
$383K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.17% |
$313 - $387
|
5.27K
$239K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-29- 1.25% |
$1.01K - $1.25K
|
2.28K
$104K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-496- 0.07% |
$17.3K - $21.3K
|
700K
$31.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 1.34% |
$174 - $215
|
379
$17.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8.17K+ 17.38% |
$284K - $351K
|
55.2K
$2.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
79.4KNew |
$2.76M - $3.41M
|
79.4K
$3.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.14K+ 4.93% |
$74.3K - $91.9K
|
45.5K
$2.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
68.8K+ 182.09% |
$2.39M - $2.96M
|
107K
$4.84M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-97- 0.01% |
$3.37K - $4.17K
|
910K
$41.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
30+ 0.12% |
$1.04K - $1.29K
|
24.7K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-5.35K- 5.02% |
$186K - $230K
|
101K
$4.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-42.4K- 38.27% |
$1.47M - $1.82M
|
68.4K
$3.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
52K+ 226.09% |
$1.81M - $2.24M
|
75K
$3.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$69.6 - $86
|
7.62K
$346K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
44.5K+ 3.54% |
$1.55M - $1.91M
|
1.3M
$58.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
647+ 3.43% |
$22.5K - $27.8K
|
19.5K
$887K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.95K- 39.01% |
$242K - $299K
|
10.9K
$493K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
73+ 1.32% |
$2.54K - $3.14K
|
5.6K
$254K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
336+ 0.23% |
$11.7K - $14.4K
|
144K
$6.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.31K- 1.77% |
$80.5K - $99.4K
|
128K
$5.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
19.6K+ 34.49% |
$680K - $841K
|
76.3K
$3.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-572- 0.92% |
$19.9K - $24.6K
|
61.3K
$2.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-113- 0.9% |
$3.93K - $4.86K
|
12.5K
$567K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
20.4K+ 3.15% |
$710K - $877K
|
667K
$30.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-181- 0.17% |
$6.3K - $7.78K
|
106K
$4.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
246+ 0.86% |
$8.56K - $10.6K
|
28.8K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-445- 4.61% |
$15.5K - $19.1K
|
9.22K
$418K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
29+ 1.86% |
$1.01K - $1.25K
|
1.58K
$71.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
8.25K+ 9.81% |
$287K - $354K
|
92.3K
$4.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-9- 0.18% |
$313 - $387
|
4.96K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.6K- 0.88% |
$55.6K - $68.7K
|
180K
$8.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-279- 0.4% |
$9.71K - $12K
|
69.8K
$3.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
59.4K+ 568.46% |
$2.07M - $2.55M
|
69.8K
$3.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.09% |
$3.48K - $4.3K
|
113K
$5.14M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.49K+ 30.21% |
$121K - $150K
|
15K
$682K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.05K+ 9.8% |
$315K - $389K
|
101K
$4.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.55K- 25.22% |
$263K - $324K
|
22.4K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.15K- 1.37% |
$40.1K - $49.6K
|
82.7K
$3.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
383New |
$13.3K - $16.5K
|
383
$17.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
300+ 3.73% |
$10.4K - $12.9K
|
8.34K
$378K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
300+ 4.0% |
$10.4K - $12.9K
|
7.8K
$354K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
8.27K+ 17.73% |
$288K - $355K
|
54.9K
$2.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.16K- 36.45% |
$249K - $308K
|
12.5K
$567K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.17K+ 9.81% |
$110K - $136K
|
35.5K
$1.61M
|