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 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-190- 0.3% |
$6.61K - $8.17K
|
63.3K
$2.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-195- 0.33% |
$6.78K - $8.38K
|
59K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-198- 0.82% |
$6.89K - $8.51K
|
24.1K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-200- 0.52% |
$6.96K - $8.6K
|
38.4K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-200- 2.45% |
$6.96K - $8.6K
|
7.97K
$362K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 1.6% |
$6.96K - $8.6K
|
12.3K
$560K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-202- 1.57% |
$7.03K - $8.68K
|
12.7K
$577K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-202- 1.67% |
$7.03K - $8.68K
|
11.9K
$540K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-205- 0.44% |
$7.13K - $8.81K
|
46.8K
$2.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-207- 25.94% |
$7.2K - $8.9K
|
591
$26.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-212- 4.9% |
$7.38K - $9.11K
|
4.11K
$187K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-217- 12.34% |
$7.55K - $9.33K
|
1.54K
$70K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-217- 3.15% |
$7.55K - $9.33K
|
6.66K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-218- 0.88% |
$7.58K - $9.37K
|
24.5K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-219- 75.26% |
$7.62K - $9.41K
|
72
$3.27K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-223- 19.14% |
$7.76K - $9.59K
|
942
$42.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-223- 16.31% |
$7.76K - $9.59K
|
1.14K
$51.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-224- 0.95% |
$7.79K - $9.63K
|
23.3K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-226- 4.29% |
$7.86K - $9.72K
|
5.04K
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-226- 1.99% |
$7.86K - $9.72K
|
11.1K
$505K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-228- 4.4% |
$7.93K - $9.8K
|
4.95K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-230- 1.03% |
$8K - $9.89K
|
22.2K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-236- 4.28% |
$8.21K - $10.1K
|
5.28K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-247- 3.76% |
$8.59K - $10.6K
|
6.33K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-250- 4.35% |
$8.7K - $10.7K
|
5.5K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-257- 1.87% |
$8.94K - $11K
|
13.5K
$614K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-258- 2.63% |
$8.98K - $11.1K
|
9.54K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-261- 10.57% |
$9.08K - $11.2K
|
2.21K
$100K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-270- 1.22% |
$9.39K - $11.6K
|
21.8K
$990K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-273- 5.23% |
$9.5K - $11.7K
|
4.95K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-273- 2.94% |
$9.5K - $11.7K
|
9.01K
$409K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-279- 0.4% |
$9.71K - $12K
|
69.8K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-281- 1.72% |
$9.78K - $12.1K
|
16K
$727K
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-290- 5.57% |
$10.1K - $12.5K
|
4.92K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-298- 1.77% |
$10.4K - $12.8K
|
16.5K
$749K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-300- 5.91% |
$10.4K - $12.9K
|
4.78K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-301- 3.09% |
$10.5K - $12.9K
|
9.43K
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-334- 0.6% |
$11.6K - $14.4K
|
55.3K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-334- 6.44% |
$11.6K - $14.4K
|
4.86K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-335- 4.33% |
$11.7K - $14.4K
|
7.4K
$336K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-350- 2.31% |
$12.2K - $15K
|
14.8K
$671K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-353- 3.31% |
$12.3K - $15.2K
|
10.3K
$468K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-359- 2.62% |
$12.5K - $15.4K
|
13.4K
$606K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-364- 0.48% |
$12.7K - $15.6K
|
75.3K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-371- 0.18% |
$12.9K - $15.9K
|
209K
$9.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-375- 5.27% |
$13K - $16.1K
|
6.74K
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-377- 3.53% |
$13.1K - $16.2K
|
10.3K
$468K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-387- 34.25% |
$13.5K - $16.6K
|
743
$33.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-387- 94.16% |
$13.5K - $16.6K
|
24
$1.09K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-391- 43.49% |
$13.6K - $16.8K
|
508
$23.1K
|