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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
165+ 1.09% |
$5.74K - $7.09K
|
15.3K
$695K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
162New |
$5.64K - $6.96K
|
162
$7.35K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
149+ 6.17% |
$5.18K - $6.41K
|
2.57K
$116K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
146+ 5.12% |
$5.08K - $6.28K
|
3K
$136K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
141+ 0.86% |
$4.91K - $6.06K
|
16.5K
$747K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
141+ 4.25% |
$4.91K - $6.06K
|
3.46K
$157K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.28% |
$4.87K - $6.02K
|
11.1K
$503K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
139New |
$4.84K - $5.98K
|
139
$6.31K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
138+ 4.53% |
$4.8K - $5.93K
|
3.18K
$144K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
135+ 53.36% |
$4.7K - $5.8K
|
388
$17.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
129+ 6.58% |
$4.49K - $5.55K
|
2.09K
$94.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
125New |
$4.35K - $5.37K
|
125
$5.67K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
122+ 1.33% |
$4.24K - $5.24K
|
9.32K
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
120New |
$4.17K - $5.16K
|
120
$5.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
119+ 8.24% |
$4.14K - $5.12K
|
1.56K
$70.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
118+ 1.18% |
$4.11K - $5.07K
|
10.1K
$459K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
117+ 0.81% |
$4.07K - $5.03K
|
14.5K
$657K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
116+ 2.29% |
$4.04K - $4.99K
|
5.18K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
114+ 63.33% |
$3.97K - $4.9K
|
294
$13.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
105+ 1.26% |
$3.65K - $4.51K
|
8.45K
$383K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
104+ 0.6% |
$3.62K - $4.47K
|
17.4K
$789K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
104New |
$3.62K - $4.47K
|
104
$4.72K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
101+ 1.37% |
$3.51K - $4.34K
|
7.46K
$338K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.09% |
$3.48K - $4.3K
|
113K
$5.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
97+ 0.42% |
$3.37K - $4.17K
|
23K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
94+ 1.16% |
$3.27K - $4.04K
|
8.18K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
89+ 0.17% |
$3.1K - $3.83K
|
52.7K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
88+ 1.06% |
$3.06K - $3.78K
|
8.37K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
81+ 1.49% |
$2.82K - $3.48K
|
5.53K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
80+ 76.92% |
$2.78K - $3.44K
|
184
$8.35K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
77New |
$2.68K - $3.31K
|
77
$3.49K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76+ 39.79% |
$2.64K - $3.27K
|
267
$12.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
75+ 1.03% |
$2.61K - $3.22K
|
7.37K
$334K
|
|
|
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 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
73+ 1.32% |
$2.54K - $3.14K
|
5.6K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
73+ 21.16% |
$2.54K - $3.14K
|
418
$19K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
70+ 0.63% |
$2.44K - $3.01K
|
11.2K
$508K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
69+ 0.22% |
$2.4K - $2.97K
|
32K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
66+ 0.8% |
$2.3K - $2.84K
|
8.31K
$377K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66New |
$2.3K - $2.84K
|
66
$3K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
65+ 84.42% |
$2.26K - $2.79K
|
142
$6.44K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
64+ 1.12% |
$2.23K - $2.75K
|
5.79K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
64+ 0.76% |
$2.23K - $2.75K
|
8.54K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 49.61% |
$2.23K - $2.75K
|
193
$8.76K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
60+ 1.07% |
$2.09K - $2.58K
|
5.67K
$257K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
57+ 12.87% |
$1.98K - $2.45K
|
500
$22.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
54+ 17.65% |
$1.88K - $2.32K
|
360
$16.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
53+ 0.8% |
$1.84K - $2.28K
|
6.69K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
52+ 0.48% |
$1.81K - $2.24K
|
10.8K
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
50New |
$1.74K - $2.15K
|
50
$2.27K
|