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 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
10.6K+ 102.64% |
$369K - $457K
|
21K
$951K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
216+ 15.14% |
$7.51K - $9.29K
|
1.64K
$74.6K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.27K- 7.2% |
$44.3K - $54.7K
|
16.4K
$744K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
800+ 15.1% |
$27.8K - $34.4K
|
6.1K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.54K- 12.06% |
$158K - $195K
|
33.1K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
776+ 17.76% |
$27K - $33.4K
|
5.15K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1.68K- 5.74% |
$58.3K - $72.1K
|
27.5K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.4KNew |
$466K - $576K
|
13.4K
$608K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-814- 3.78% |
$28.3K - $35K
|
20.7K
$940K
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
330+ 2.19% |
$11.5K - $14.2K
|
15.4K
$698K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-4.98K- 4.92% |
$173K - $214K
|
96.3K
$4.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
296+ 1.25% |
$10.3K - $12.7K
|
24K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
29.3K+ 41.07% |
$1.02M - $1.26M
|
101K
$4.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-18.2K- 13.3% |
$634K - $783K
|
119K
$5.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.4K+ 1.7% |
$570K - $704K
|
983K
$44.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-51- 1.04% |
$1.77K - $2.19K
|
4.85K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-190- 0.3% |
$6.61K - $8.17K
|
63.3K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.31K+ 3.85% |
$45.7K - $56.5K
|
35.4K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-558- 5.82% |
$19.4K - $24K
|
9.03K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43.5KNew |
$1.51M - $1.87M
|
43.5K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.28% |
$4.87K - $6.02K
|
11.1K
$503K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.27K- 2.47% |
$78.9K - $97.5K
|
89.5K
$4.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.35K- 15.26% |
$81.8K - $101K
|
13K
$592K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
117+ 0.81% |
$4.07K - $5.03K
|
14.5K
$657K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
4.76KNew |
$166K - $205K
|
4.76K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.82K- 19.28% |
$63.3K - $78.2K
|
7.62K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
74+ 0.22% |
$2.57K - $3.18K
|
33.7K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7- 7.0% |
$244 - $301
|
93
$4.22K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.89K+ 20.97% |
$101K - $124K
|
16.7K
$757K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-99.7K- 96.1% |
$3.47M - $4.29M
|
4.05K
$184K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
983+ 6.04% |
$34.2K - $42.3K
|
17.2K
$783K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-69.2K- 51.9% |
$2.41M - $2.97M
|
64.1K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.85KNew |
$169K - $208K
|
4.85K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 12.02% |
$76.9K - $95.1K
|
20.6K
$935K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.53K- 1.91% |
$53.3K - $65.8K
|
78.4K
$3.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-10.5K- 35.68% |
$364K - $449K
|
18.8K
$855K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 1.42% |
$69.6 - $86
|
143
$6.49K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
180+ 2.28% |
$6.26K - $7.74K
|
8.09K
$367K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 2.66% |
$43.7K - $54K
|
48.4K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
281New |
$9.78K - $12.1K
|
281
$12.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-74- 0.04% |
$2.57K - $3.18K
|
188K
$8.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
15.5K+ 303.69% |
$538K - $665K
|
20.6K
$933K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.1K- 4.6% |
$247K - $305K
|
147K
$6.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
5.85KNew |
$203K - $251K
|
5.85K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-621- 10.64% |
$21.6K - $26.7K
|
5.22K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76+ 39.79% |
$2.64K - $3.27K
|
267
$12.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.92K- 26.65% |
$66.7K - $82.4K
|
5.27K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10.5K- 21.84% |
$366K - $452K
|
37.7K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
241+ 753.13% |
$8.38K - $10.4K
|
273
$12.4K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-17.7K- 36.63% |
$614K - $759K
|
30.5K
$1.39M
|