Purchases and Sales Made in Q2 2025 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q2 2025. The information is specifically focused on institutions that hold shares of TRUIST FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
633K+ 23.8% |
$22M - $27.2M
|
3.3M
$149M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
125KNew |
$4.34M - $5.36M
|
125K
$5.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
49.3K+ 6.94% |
$1.71M - $2.12M
|
759K
$34.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
24.3K+ 8.41% |
$846K - $1.05M
|
313K
$14.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
18.7K+ 4.22% |
$651K - $804K
|
462K
$20.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
17.8K+ 5.9% |
$621K - $767K
|
320K
$14.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
16.5K+ 67.23% |
$572K - $707K
|
40.9K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
14.6K+ 36.41% |
$508K - $628K
|
54.7K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
14.1K+ 5.54% |
$490K - $605K
|
268K
$12.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
13.4KNew |
$466K - $575K
|
13.4K
$604K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
12.6KNew |
$438K - $541K
|
12.6K
$568K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
12.2KNew |
$424K - $524K
|
12.2K
$550K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
8.94K+ 11.54% |
$311K - $384K
|
86.4K
$3.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8.63KNew |
$300K - $371K
|
8.63K
$390K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.84K+ 2.53% |
$238K - $294K
|
278K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.65K+ 109.11% |
$231K - $286K
|
12.7K
$575K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5.81K+ 19.61% |
$202K - $250K
|
35.4K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.78KNew |
$201K - $248K
|
5.78K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.27KNew |
$183K - $227K
|
5.27K
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.98K+ 32.16% |
$173K - $214K
|
20.5K
$924K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.95KNew |
$172K - $213K
|
4.95K
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.91K+ 2.51% |
$171K - $211K
|
200K
$9.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.78K+ 31.0% |
$166K - $206K
|
20.2K
$912K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.95K+ 37.99% |
$137K - $170K
|
14.3K
$648K
|
|
|
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 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
3.14KNew |
$109K - $135K
|
3.14K
$142K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.49K+ 49.2% |
$86.5K - $107K
|
7.54K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.42K+ 5.07% |
$84.1K - $104K
|
50.1K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.08K+ 18.59% |
$72.2K - $89.2K
|
13.2K
$598K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.93K+ 30.97% |
$67.1K - $83K
|
8.16K
$369K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.91K+ 66.04% |
$66.3K - $81.9K
|
4.79K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.32K+ 7.24% |
$45.9K - $56.7K
|
19.5K
$883K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.29K+ 15.78% |
$44.9K - $55.5K
|
9.46K
$427K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.24K+ 2.0% |
$43.2K - $53.4K
|
63.5K
$2.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 7.77% |
$42.4K - $52.4K
|
16.9K
$764K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.2K+ 134.72% |
$41.7K - $51.5K
|
2.09K
$94.3K
|
|
|
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 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.15K+ 4.11% |
$40.1K - $49.6K
|
29.3K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 4.94% |
$35.1K - $43.4K
|
21.5K
$970K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
808+ 5.78% |
$28.1K - $34.7K
|
14.8K
$668K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
722+ 1.5% |
$25.1K - $31K
|
49K
$2.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
611+ 0.54% |
$21.3K - $26.3K
|
114K
$5.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
426+ 1.66% |
$14.8K - $18.3K
|
26.1K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
402+ 1.99% |
$14K - $17.3K
|
20.6K
$931K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
371+ 7.47% |
$12.9K - $15.9K
|
5.34K
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
361+ 3.4% |
$12.6K - $15.5K
|
11K
$495K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
343+ 5.62% |
$11.9K - $14.7K
|
6.44K
$291K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
330+ 2.58% |
$11.5K - $14.2K
|
13.1K
$593K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
315+ 6.38% |
$11K - $13.5K
|
5.26K
$237K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
313+ 1.66% |
$10.9K - $13.5K
|
19.2K
$867K
|