Purchases and Sales Made in Q2 2025 in Truist Financial Corp (TFC)

TFC Quotes by TradingView

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 22, 2025 Q2 2025
Apexium Financial, LP

BUY
 -
587
+ 10.81%
$20.4K - $25.2K
6.02K $273K
Jul 15, 2025 Q2 2025
Accurate Wealth Management, LLC

BUY
 -
584
+ 7.6%
$20.3K - $25.1K
8.27K $375K
Aug 13, 2025 Q2 2025
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
577
+ 10.88%
$20.1K - $24.8K
5.88K $267K
Aug 11, 2025 Q2 2025
Mindset Wealth Management, LLC

Indianapolis, IN
BUY
 -
565
+ 1.62%
$19.7K - $24.3K
35.4K $1.61M
Jul 23, 2025 Q2 2025
Vontobel Holding Ltd.

BUY
 -
556
+ 3.12%
$19.3K - $23.9K
18.4K $834K
Jul 31, 2025 Q2 2025
New Hampshire Trust

Concord, NH
BUY
 -
550
+ 6.69%
$19.1K - $23.6K
8.77K $398K
Jul 30, 2025 Q2 2025
Life Wealth Investments, LLC

Winter Garden, FL
BUY
 -
546
+ 4.97%
$19K - $23.5K
11.5K $523K
Aug 11, 2025 Q2 2025
Cbiz Investment Advisory Services, LLC

BUY
 -
521
+ 201.16%
$18.1K - $22.4K
780 $35.4K
Aug 19, 2025 Q2 2025
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
521
+ 9.85%
$18.1K - $22.4K
5.81K $264K
Aug 14, 2025 Q2 2025
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
520
+ 1.92%
$18.1K - $22.4K
27.6K $1.25M
Aug 08, 2025 Q2 2025
Union Savings Bank

Litchfield, CT
BUY
 -
500
+ 34.99%
$17.4K - $21.5K
1.93K $87.5K
Aug 14, 2025 Q2 2025
Aldebaran Financial Inc.

BUY
 -
500
+ 6.48%
$17.4K - $21.5K
8.21K $373K
Aug 08, 2025 Q2 2025
Mv Capital Management, Inc.

BUY
 -
496
+ 14.52%
$17.3K - $21.3K
3.91K $178K
Aug 11, 2025 Q2 2025
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
494
+ 4.45%
$17.2K - $21.2K
11.6K $527K
Aug 08, 2025 Q2 2025
Citizens Financial Group Inc

BUY
 -
479
+ 2.87%
$16.7K - $20.6K
17.2K $780K
Aug 05, 2025 Q2 2025
Bridgewater Advisors Inc.

BUY
 -
477
+ 7.01%
$16.6K - $20.5K
7.28K $330K
Aug 12, 2025 Q2 2025
Holderness Investments CO

Greensboro, NC
BUY
 -
470
+ 0.79%
$16.4K - $20.2K
60.2K $2.73M
Aug 13, 2025 Q2 2025
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
469
+ 1.38%
$16.3K - $20.2K
34.4K $1.56M
Jul 23, 2025 Q2 2025
Ignite Planners, LLC

BUY
 -
464
+ 2.47%
$16.1K - $19.9K
19.2K $873K
Aug 04, 2025 Q2 2025
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
439
+ 0.99%
$15.3K - $18.9K
44.9K $2.04M
Jul 14, 2025 Q2 2025
Bank & Trust CO

Litchfield, IL
BUY
 -
426
+ 1.66%
$14.8K - $18.3K
26.1K $1.18M
Jul 15, 2025 Q2 2025
Maseco LLP

London,

BUY
 -
424
New
$14.8K - $18.2K
424 $19.2K
Jul 30, 2025 Q2 2025
Greatmark Investment Partners, Inc.

BUY
 -
423
+ 4.77%
$14.7K - $18.2K
9.3K $422K
Aug 06, 2025 Q2 2025
Sterling Capital Management LLC

Charlotte, NC
BUY
 -
420
+ 2.93%
$14.6K - $18.1K
14.8K $670K
Aug 11, 2025 Q2 2025
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
418
+ 5.06%
$14.5K - $18K
8.68K $394K
Aug 14, 2025 Q2 2025
Tcw Group Inc

BUY
 -
411
+ 2.12%
$14.3K - $17.7K
19.8K $896K
Jul 31, 2025 Q2 2025
Moloney Securities Asset Management, LLC

BUY
 -
409
+ 0.79%
$14.2K - $17.6K
52K $2.36M
Jul 07, 2025 Q2 2025
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
402
+ 1.99%
$14K - $17.3K
20.6K $935K
Jul 15, 2025 Q2 2025
Castleview Partners, LLC

Dallas, TX
BUY
 -
399
+ 7.04%
$13.9K - $17.2K
6.07K $275K
Aug 05, 2025 Q2 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
394
+ 5.26%
$13.7K - $16.9K
7.89K $358K
Jul 24, 2025 Q2 2025
Strengthening Families & Communities, LLC

BUY
 -
383
New
$13.3K - $16.5K
383 $17.4K
Aug 11, 2025 Q2 2025
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
379
+ 12.17%
$13.2K - $16.3K
3.49K $159K
Aug 12, 2025 Q2 2025
Heritage Trust CO

Oklahoma City, OK
BUY
 -
379
+ 0.72%
$13.2K - $16.3K
53.3K $2.42M
Jul 03, 2025 Q2 2025
True Wealth Advisors, LLC

BUY
 -
371
+ 7.47%
$12.9K - $15.9K
5.34K $242K
Jul 11, 2025 Q2 2025
Wright Investors Service Inc

BUY
 -
361
+ 3.4%
$12.6K - $15.5K
11K $498K
Jul 15, 2025 Q2 2025
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
357
+ 4.18%
$12.4K - $15.3K
8.9K $404K
Jul 23, 2025 Q2 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
357
+ 2.26%
$12.4K - $15.3K
16.2K $734K
Aug 04, 2025 Q2 2025
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
351
+ 1.49%
$12.2K - $15.1K
23.9K $1.09M
Jul 11, 2025 Q2 2025
Lantz Financial LLC

BUY
 -
343
+ 5.62%
$11.9K - $14.7K
6.44K $292K
Jul 25, 2025 Q2 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
336
+ 0.23%
$11.7K - $14.4K
144K $6.55M
Jul 08, 2025 Q2 2025
Ransom Advisory, LTD

Providence, RI
BUY
 -
330
+ 2.58%
$11.5K - $14.2K
13.1K $596K
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 30, 2025 Q2 2025
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
328
+ 1.96%
$11.4K - $14.1K
17.1K $775K
Aug 11, 2025 Q2 2025
Main Street Investment Advisors LLC

BUY
 -
325
+ 4.4%
$11.3K - $14K
7.71K $350K
Aug 01, 2025 Q2 2025
Biltmore Family Office, LLC

BUY
 -
324
+ 4.66%
$11.3K - $13.9K
7.27K $330K
Jul 09, 2025 Q2 2025
Baron Wealth Management LLC

Troy, MI
BUY
 -
315
+ 6.38%
$11K - $13.5K
5.26K $239K
Jul 08, 2025 Q2 2025
Rmr Wealth Builders

BUY
 -
313
+ 1.66%
$10.9K - $13.5K
19.2K $872K
Aug 12, 2025 Q2 2025
Bank Ozk

BUY
 -
311
+ 1.26%
$10.8K - $13.4K
25K $1.13M
Jul 22, 2025 Q2 2025
Valeo Financial Advisors, LLC

BUY
 -
309
+ 1.7%
$10.8K - $13.3K
18.5K $839K

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