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 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-557- 6.41% |
$19.4K - $23.9K
|
8.13K
$367K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 7.77% |
$42.4K - $52.4K
|
16.9K
$764K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-334- 0.6% |
$11.6K - $14.4K
|
55.3K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
12.6KNew |
$438K - $541K
|
12.6K
$568K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47+ 1.26% |
$1.64K - $2.02K
|
3.78K
$171K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-120- 0.1% |
$4.17K - $5.16K
|
124K
$5.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
16.5K+ 67.23% |
$572K - $707K
|
40.9K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.38K- 21.88% |
$82.6K - $102K
|
8.48K
$383K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-517- 0.99% |
$18K - $22.2K
|
51.5K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-273- 5.23% |
$9.5K - $11.7K
|
4.95K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-120- 1.79% |
$4.17K - $5.16K
|
6.6K
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.65K+ 109.11% |
$231K - $286K
|
12.7K
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-121- 1.19% |
$4.21K - $5.2K
|
10.1K
$455K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-281- 1.72% |
$9.78K - $12.1K
|
16K
$723K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-436- 1.29% |
$15.2K - $18.7K
|
33.3K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
37+ 0.28% |
$1.29K - $1.59K
|
13.3K
$602K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.42K+ 5.07% |
$84.1K - $104K
|
50.1K
$2.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.78KNew |
$201K - $248K
|
5.78K
$261K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-10.1K- 16.56% |
$351K - $434K
|
50.9K
$2.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.09K- 16.21% |
$37.8K - $46.7K
|
5.61K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.2K+ 3.92% |
$41.7K - $51.5K
|
31.8K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.8K- 57.44% |
$758K - $936K
|
16.1K
$729K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3.46K+ 11.86% |
$121K - $149K
|
32.7K
$1.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
165+ 0.78% |
$5.74K - $7.09K
|
21.4K
$965K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-503- 6.89% |
$17.5K - $21.6K
|
6.8K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.17% |
$487 - $602
|
8.32K
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
313+ 1.66% |
$10.9K - $13.5K
|
19.2K
$867K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.15% |
$313 - $387
|
791
$35.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
330+ 2.58% |
$11.5K - $14.2K
|
13.1K
$593K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
24.3K+ 8.41% |
$846K - $1.05M
|
313K
$14.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5.81K+ 19.61% |
$202K - $250K
|
35.4K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.35K- 5.69% |
$47K - $58.1K
|
22.4K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
81+ 1.49% |
$2.82K - $3.48K
|
5.53K
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.24K+ 2.0% |
$43.2K - $53.4K
|
63.5K
$2.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-102K- 8.11% |
$3.55M - $4.38M
|
1.16M
$52.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 1.82% |
$174 - $215
|
270
$12.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.84K+ 2.53% |
$238K - $294K
|
278K
$12.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
808+ 5.78% |
$28.1K - $34.7K
|
14.8K
$668K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
215+ 11.76% |
$7.48K - $9.24K
|
2.04K
$92.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-467- 4.76% |
$16.2K - $20.1K
|
9.35K
$422K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
139New |
$4.84K - $5.98K
|
139
$6.28K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.5K- 46.73% |
$52.2K - $64.4K
|
1.71K
$77.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.49K+ 49.2% |
$86.5K - $107K
|
7.54K
$340K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-4.94K- 49.45% |
$172K - $212K
|
5.05K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.68K- 8.89% |
$232K - $287K
|
68.5K
$3.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
402+ 1.99% |
$14K - $17.3K
|
20.6K
$931K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.95K+ 37.99% |
$137K - $170K
|
14.3K
$648K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
371+ 7.47% |
$12.9K - $15.9K
|
5.34K
$241K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-698- 1.69% |
$24.3K - $30K
|
40.5K
$1.83M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-6.98K- 16.54% |
$243K - $300K
|
35.2K
$1.59M
|