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 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.95KNew |
$172K - $213K
|
4.95K
$224K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.15K- 1.1% |
$74.7K - $92.3K
|
193K
$8.69M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-4- 0.32% |
$139 - $172
|
1.24K
$56K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-865- 48.16% |
$30.1K - $37.2K
|
931
$42K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.54K- 11.73% |
$158K - $195K
|
34.1K
$1.54M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
2KNew |
$79K - $96.4K
|
2K
$90.4K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-437K- 76.02% |
$17.2M - $21M
|
138K
$6.22M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
50.2KNew |
$1.98M - $2.42M
|
50.2K
$2.27M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125New |
$4.94K - $6.02K
|
125
$5.65K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-200Closed |
$7.9K - $9.63K
|
0
$0
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.05% |
$158 - $193
|
8.23K
$372K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-523- 2.83% |
$20.6K - $25.2K
|
18K
$811K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
13New |
$513 - $626
|
13
$587
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.08M+ 2025.17% |
$42.8M - $52.2M
|
1.14M
$51.4M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.14K+ 17.61% |
$124K - $151K
|
20.9K
$946K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-121- 1.54% |
$4.78K - $5.83K
|
7.74K
$349K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22.2K+ 5.11% |
$878K - $1.07M
|
458K
$20.7M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 2.87% |
$41.1K - $50.1K
|
37.4K
$1.69M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.81K- 26.1% |
$269K - $328K
|
19.3K
$870K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-328- 0.21% |
$12.9K - $15.8K
|
158K
$7.15M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.14K+ 40.58% |
$124K - $151K
|
10.9K
$491K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 56.5% |
$3.95K - $4.82K
|
77
$3.48K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
346+ 1.61% |
$13.7K - $16.7K
|
21.8K
$984K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.64K- 3.47% |
$104K - $127K
|
73.4K
$3.31M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
69New |
$2.72K - $3.32K
|
69
$3.12K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19.8K+ 367.54% |
$781K - $952K
|
25.2K
$1.14M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
5.4KNew |
$213K - $260K
|
5.4K
$244K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20K+ 159.79% |
$790K - $964K
|
32.5K
$1.47M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-373K- 3.48% |
$14.7M - $18M
|
10.4M
$468M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.71K+ 30.92% |
$67.5K - $82.3K
|
7.24K
$327K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.78KNew |
$228K - $278K
|
5.78K
$261K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.08K+ 32.06% |
$161K - $196K
|
16.8K
$759K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
419+ 8.98% |
$16.5K - $20.2K
|
5.08K
$230K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
34.2K+ 33.24% |
$1.35M - $1.65M
|
137K
$6.2M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
342+ 0.18% |
$13.5K - $16.5K
|
191K
$8.61M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4.9K- 7.62% |
$193K - $236K
|
59.4K
$2.68M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
14New |
$553 - $674
|
14
$632
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6.89K+ 7.95% |
$272K - $332K
|
93.6K
$4.23M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
55KNew |
$2.17M - $2.65M
|
55K
$2.48M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-54- 1.01% |
$2.13K - $2.6K
|
5.29K
$239K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.1KNew |
$43.3K - $52.8K
|
1.1K
$49.5K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-475K- 6.37% |
$18.7M - $22.8M
|
6.97M
$315M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
295KNew |
$11.6M - $14.2M
|
295K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.86M- 78.69% |
$113M - $138M
|
776K
$35M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-72.3K- 54.85% |
$2.86M - $3.48M
|
59.5K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
499+ 2.35% |
$19.7K - $24K
|
21.8K
$983K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-26.5K- 20.47% |
$1.05M - $1.28M
|
103K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
118K+ 78.59% |
$4.66M - $5.69M
|
269K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-671K- 9.83% |
$26.5M - $32.3M
|
6.15M
$278M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
121K+ 14.98% |
$4.77M - $5.82M
|
928K
$41.9M
|
|