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 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-50- 5.11% |
$1.74K - $2.15K
|
929
$42.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-50- 2.87% |
$1.74K - $2.15K
|
1.7K
$76.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-51- 1.04% |
$1.77K - $2.19K
|
4.85K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-51- 2.35% |
$1.77K - $2.19K
|
2.12K
$96.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-53- 0.58% |
$1.84K - $2.28K
|
9.08K
$412K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-54- 14.29% |
$1.88K - $2.32K
|
324
$14.7K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-59- 0.77% |
$2.05K - $2.54K
|
7.64K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-64- 0.24% |
$2.23K - $2.75K
|
26.3K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-67- 0.65% |
$2.33K - $2.88K
|
10.3K
$467K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-74- 0.04% |
$2.57K - $3.18K
|
188K
$8.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-75- 1.12% |
$2.61K - $3.22K
|
6.61K
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-78- 0.19% |
$2.71K - $3.35K
|
41.8K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-91- 0.34% |
$3.17K - $3.91K
|
27K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-93- 25.69% |
$3.24K - $4K
|
269
$12.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-94- 28.48% |
$3.27K - $4.04K
|
236
$10.7K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-97- 0.01% |
$3.37K - $4.17K
|
910K
$41.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-98- 0.03% |
$3.41K - $4.21K
|
316K
$14.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-102- 1.67% |
$3.55K - $4.38K
|
6K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-103- 1.74% |
$3.58K - $4.43K
|
5.81K
$264K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-110- 0.89% |
$3.83K - $4.73K
|
12.3K
$557K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-113- 0.9% |
$3.93K - $4.86K
|
12.5K
$567K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-113- 18.9% |
$3.93K - $4.86K
|
485
$22K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-120- 0.1% |
$4.17K - $5.16K
|
124K
$5.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-120- 1.79% |
$4.17K - $5.16K
|
6.6K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-121- 1.19% |
$4.21K - $5.2K
|
10.1K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-125- 0.99% |
$4.35K - $5.37K
|
12.5K
$567K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-127- 33.33% |
$4.42K - $5.46K
|
254
$11.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-127- 0.43% |
$4.42K - $5.46K
|
29.6K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-129- 4.23% |
$4.49K - $5.55K
|
2.92K
$133K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-133- 0.93% |
$4.63K - $5.72K
|
14.1K
$641K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-136- 2.25% |
$4.73K - $5.85K
|
5.9K
$268K
|
|
|
Aug 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-140- 1.56% |
$4.87K - $6.02K
|
8.84K
$401K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-143- 0.94% |
$4.97K - $6.15K
|
15.1K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-145- 71.43% |
$5.04K - $6.23K
|
58
$2.63K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-147- 2.28% |
$5.11K - $6.32K
|
6.31K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-150- 2.81% |
$5.22K - $6.45K
|
5.18K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-150- 0.77% |
$5.22K - $6.45K
|
19.2K
$873K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-150- 2.52% |
$5.22K - $6.45K
|
5.81K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-151- 0.48% |
$5.25K - $6.49K
|
31.1K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-152- 0.48% |
$5.29K - $6.53K
|
31.4K
$1.42M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-154- 1.69% |
$5.36K - $6.62K
|
8.95K
$406K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-159- 38.13% |
$5.53K - $6.84K
|
258
$11.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-163- 1.09% |
$5.67K - $7.01K
|
14.8K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-163- 13.26% |
$5.67K - $7.01K
|
1.07K
$48.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-167- 0.12% |
$5.81K - $7.18K
|
141K
$6.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-171- 0.69% |
$5.95K - $7.35K
|
24.4K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-176- 0.6% |
$6.12K - $7.57K
|
29K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-177- 1.41% |
$6.16K - $7.61K
|
12.4K
$561K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-180- 0.03% |
$6.26K - $7.74K
|
547K
$24.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-181- 0.17% |
$6.3K - $7.78K
|
106K
$4.82M
|