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 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-4.07K- 10.49% |
$142K - $175K
|
34.7K
$1.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-33- 0.26% |
$1.15K - $1.42K
|
12.6K
$573K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.24K- 1.87% |
$113K - $139K
|
170K
$7.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4K+ 12.31% |
$139K - $172K
|
36.5K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.1K- 84.54% |
$38.2K - $47.2K
|
201
$9.12K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-67- 0.65% |
$2.33K - $2.88K
|
10.3K
$467K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.16K- 4.76% |
$75.3K - $93K
|
43.3K
$1.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-62.9K- 37.01% |
$2.19M - $2.71M
|
107K
$4.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
723+ 1.6% |
$25.2K - $31.1K
|
45.9K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1K- 4.21% |
$34.8K - $43K
|
22.7K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
18+ 0.16% |
$626 - $774
|
11K
$498K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-695- 3.16% |
$24.2K - $29.9K
|
21.3K
$967K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.67K- 6.56% |
$128K - $158K
|
52.2K
$2.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
266+ 1.27% |
$9.25K - $11.4K
|
21.3K
$966K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.22KNew |
$147K - $182K
|
4.22K
$192K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
964+ 3.57% |
$33.5K - $41.4K
|
28K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
116+ 2.29% |
$4.04K - $4.99K
|
5.18K
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.2K- 21.99% |
$76.4K - $94.4K
|
7.79K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.7K- 12.7% |
$59K - $72.9K
|
11.7K
$529K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-677- 4.66% |
$23.6K - $29.1K
|
13.8K
$628K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-200- 2.45% |
$6.96K - $8.6K
|
7.97K
$362K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.06KNew |
$176K - $218K
|
5.06K
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-59- 0.77% |
$2.05K - $2.54K
|
7.64K
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-210K- 4.58% |
$7.3M - $9.03M
|
4.37M
$198M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.02% |
$69.6 - $86
|
8.14K
$369K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
28+ 0.09% |
$974 - $1.2K
|
30.9K
$1.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-7.4K- 33.43% |
$257K - $318K
|
14.7K
$668K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-8.23K- 5.09% |
$286K - $354K
|
153K
$6.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
642+ 3.89% |
$22.3K - $27.6K
|
17.1K
$778K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-525- 0.42% |
$18.3K - $22.6K
|
125K
$5.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.15% |
$522 - $645
|
10.2K
$462K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
308+ 1.04% |
$10.7K - $13.2K
|
30K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
223+ 1715.38% |
$7.76K - $9.59K
|
236
$10.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-779- 27.26% |
$27.1K - $33.5K
|
2.08K
$94.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.35K- 14.47% |
$46.9K - $58K
|
7.97K
$362K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.05K+ 14.22% |
$71.4K - $88.2K
|
16.5K
$747K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-108K- 27.98% |
$3.77M - $4.66M
|
279K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-454- 4.1% |
$15.8K - $19.5K
|
10.6K
$482K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-21- 0.41% |
$731 - $903
|
5.04K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-202- 1.57% |
$7.03K - $8.68K
|
12.7K
$577K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.49KNew |
$191K - $236K
|
5.49K
$249K
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-12.3K- 3.72% |
$430K - $531K
|
320K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
11.8KNew |
$409K - $506K
|
11.8K
$534K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
18.3K+ 1.63% |
$636K - $786K
|
1.14M
$51.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.59K- 14.76% |
$299K - $369K
|
49.6K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
15.4K+ 4.49% |
$535K - $661K
|
357K
$16.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-223- 19.14% |
$7.76K - $9.59K
|
942
$42.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
971+ 4.06% |
$33.8K - $41.7K
|
24.9K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7- 0.11% |
$244 - $301
|
6.62K
$301K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
23.1K+ 190.12% |
$802K - $991K
|
35.2K
$1.6M
|