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 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4+ 0.04% |
$139 - $172
|
9.19K
$417K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3+ 0.04% |
$104 - $129
|
7.05K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 1.42% |
$69.6 - $86
|
143
$6.49K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.02% |
$69.6 - $86
|
8.14K
$369K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.02% |
$69.6 - $86
|
12.3K
$558K
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$69.6 - $86
|
7.62K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1+ 0.01% |
$34.8 - $43
|
6.99K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.24% |
$34.8 - $43
|
424
$19.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$34.8 - $43
|
13.4K
$609K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.02% |
$34.8 - $43
|
6.38K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$34.8 - $43
|
14.3K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 1.06% |
$34.8 - $43
|
95
$4.31K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 0.02% |
$34.8 - $43
|
6.04K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-2- 0.04% |
$69.6 - $86
|
5.08K
$231K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-4- 0.32% |
$139 - $172
|
1.24K
$56.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 1.82% |
$174 - $215
|
270
$12.3K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-5- 0.03% |
$174 - $215
|
14.3K
$651K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5- 0.06% |
$174 - $215
|
8.94K
$406K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 0.86% |
$174 - $215
|
574
$26K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-5- 33.33% |
$174 - $215
|
10
$454
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7- 0.11% |
$244 - $301
|
6.62K
$301K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7- 7.0% |
$244 - $301
|
93
$4.22K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-8- 6.56% |
$278 - $344
|
114
$5.17K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-9- 23.68% |
$313 - $387
|
29
$1.32K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-9- 0.18% |
$313 - $387
|
4.96K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-10- 0.02% |
$348 - $430
|
55.4K
$2.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14- 2.84% |
$487 - $602
|
479
$21.7K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-14- 14.14% |
$487 - $602
|
85
$3.86K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-14- 0.56% |
$487 - $602
|
2.49K
$113K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-17- 0.14% |
$591 - $731
|
12.5K
$569K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-20- 0.37% |
$696 - $860
|
5.32K
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-21- 0.42% |
$731 - $903
|
4.95K
$225K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-21- 0.41% |
$731 - $903
|
5.04K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-23- 24.21% |
$800 - $989
|
72
$3.27K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-23- 0.11% |
$800 - $989
|
21.8K
$987K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-26- 0.12% |
$905 - $1.12K
|
21K
$952K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-29- 1.25% |
$1.01K - $1.25K
|
2.28K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-29- 0.74% |
$1.01K - $1.25K
|
3.87K
$176K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-33- 0.26% |
$1.15K - $1.42K
|
12.6K
$573K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-38- 1.66% |
$1.32K - $1.63K
|
2.25K
$102K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-39- 0.17% |
$1.36K - $1.68K
|
22.7K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-39- 55.71% |
$1.36K - $1.68K
|
31
$1.41K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-39- 0.26% |
$1.36K - $1.68K
|
15K
$679K
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-40- 0.49% |
$1.39K - $1.72K
|
8.19K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-43- 0.47% |
$1.5K - $1.85K
|
9.11K
$414K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-43- 40.95% |
$1.5K - $1.85K
|
62
$2.81K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-44- 0.2% |
$1.53K - $1.89K
|
21.7K
$985K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-47- 1.26% |
$1.64K - $2.02K
|
3.7K
$168K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.59% |
$1.74K - $2.15K
|
8.39K
$381K
|