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 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
308+ 1.04% |
$10.7K - $13.2K
|
30K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
300+ 3.73% |
$10.4K - $12.9K
|
8.34K
$378K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300+ 60.0% |
$10.4K - $12.9K
|
800
$36.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
300New |
$10.4K - $12.9K
|
300
$13.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
296+ 1.25% |
$10.3K - $12.7K
|
24K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
289+ 0.63% |
$10.1K - $12.4K
|
46.3K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
284New |
$9.88K - $12.2K
|
284
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
282+ 6.38% |
$9.81K - $12.1K
|
4.7K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
281New |
$9.78K - $12.1K
|
281
$12.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
273+ 6.86% |
$9.5K - $11.7K
|
4.26K
$193K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
270+ 13.2% |
$9.39K - $11.6K
|
2.32K
$105K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
268+ 71.47% |
$9.32K - $11.5K
|
643
$29.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
266+ 1.27% |
$9.25K - $11.4K
|
21.3K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
259+ 0.1% |
$9.01K - $11.1K
|
262K
$11.9M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
258+ 4.22% |
$8.98K - $11.1K
|
6.37K
$289K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
248New |
$8.63K - $10.7K
|
248
$11.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
246+ 0.86% |
$8.56K - $10.6K
|
28.8K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
246+ 1.81% |
$8.56K - $10.6K
|
13.8K
$627K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
245New |
$8.52K - $10.5K
|
245
$11.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
242+ 0.39% |
$8.42K - $10.4K
|
62.1K
$2.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
241+ 753.13% |
$8.38K - $10.4K
|
273
$12.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
238New |
$8.28K - $10.2K
|
238
$10.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
237New |
$8.25K - $10.2K
|
237
$10.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
226+ 0.19% |
$7.86K - $9.72K
|
121K
$5.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
223+ 1715.38% |
$7.76K - $9.59K
|
236
$10.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
223+ 1.67% |
$7.76K - $9.59K
|
13.6K
$615K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
220+ 0.56% |
$7.65K - $9.46K
|
39.7K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
216+ 15.14% |
$7.51K - $9.29K
|
1.64K
$74.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
215+ 11.76% |
$7.48K - $9.24K
|
2.04K
$92.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
213+ 1.7% |
$7.41K - $9.16K
|
12.7K
$578K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
211+ 0.93% |
$7.34K - $9.07K
|
23K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
211New |
$7.34K - $9.07K
|
211
$9.58K
|
|
|
Aug 26, 2025
Q2 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
210+ 0.9% |
$7.31K - $9.03K
|
23.5K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
207+ 3.36% |
$7.2K - $8.9K
|
6.36K
$289K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
198+ 2828.57% |
$6.89K - $8.51K
|
205
$9.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
196+ 0.12% |
$6.82K - $8.43K
|
161K
$7.32M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
196+ 2.08% |
$6.82K - $8.43K
|
9.61K
$436K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
195+ 2.55% |
$6.78K - $8.38K
|
7.86K
$357K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
195+ 22.31% |
$6.78K - $8.38K
|
1.07K
$48.5K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
193New |
$6.71K - $8.3K
|
193
$8.76K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
185+ 138.06% |
$6.44K - $7.95K
|
319
$14.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
184+ 1.25% |
$6.4K - $7.91K
|
15K
$679K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
181+ 3.12% |
$6.3K - $7.78K
|
5.98K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
180+ 2.28% |
$6.26K - $7.74K
|
8.09K
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
178New |
$6.19K - $7.65K
|
178
$8.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
176New |
$6.12K - $7.57K
|
176
$7.99K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
174+ 3.09% |
$6.05K - $7.48K
|
5.8K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
168+ 1.98% |
$5.84K - $7.22K
|
8.64K
$392K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
166+ 1.71% |
$5.78K - $7.14K
|
9.87K
$448K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
165+ 0.78% |
$5.74K - $7.09K
|
21.4K
$970K
|