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 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-401- 3.56% |
$14K - $17.2K
|
10.9K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-412- 4.25% |
$14.3K - $17.7K
|
9.28K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-413- 2.34% |
$14.4K - $17.8K
|
17.2K
$781K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-420- 2.05% |
$14.6K - $18.1K
|
20K
$909K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-423- 2.03% |
$14.7K - $18.2K
|
20.4K
$926K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-428- 7.6% |
$14.9K - $18.4K
|
5.2K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-433- 2.24% |
$15.1K - $18.6K
|
18.9K
$859K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-436- 1.29% |
$15.2K - $18.7K
|
33.3K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-441- 2.16% |
$15.3K - $19K
|
19.9K
$905K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-442- 7.18% |
$15.4K - $19K
|
5.71K
$259K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-445- 4.61% |
$15.5K - $19.1K
|
9.22K
$418K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-447- 4.49% |
$15.6K - $19.2K
|
9.52K
$432K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-448- 4.28% |
$15.6K - $19.3K
|
10K
$455K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-454- 4.1% |
$15.8K - $19.5K
|
10.6K
$482K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-463- 8.9% |
$16.1K - $19.9K
|
4.74K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-464- 7.28% |
$16.1K - $19.9K
|
5.91K
$268K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-467- 4.76% |
$16.2K - $20.1K
|
9.35K
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-495- 2.07% |
$17.2K - $21.3K
|
23.4K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-496- 0.07% |
$17.3K - $21.3K
|
700K
$31.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-500- 10.29% |
$17.4K - $21.5K
|
4.36K
$198K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-502- 0.55% |
$17.5K - $21.6K
|
91.6K
$4.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-502- 1.02% |
$17.5K - $21.6K
|
48.8K
$2.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-503- 6.89% |
$17.5K - $21.6K
|
6.8K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-510- 2.84% |
$17.7K - $21.9K
|
17.5K
$793K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-517- 0.99% |
$18K - $22.2K
|
51.5K
$2.34M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-517- 9.44% |
$18K - $22.2K
|
4.96K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-520- 2.27% |
$18.1K - $22.4K
|
22.4K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-524- 2.75% |
$18.2K - $22.5K
|
18.6K
$842K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-525- 0.42% |
$18.3K - $22.6K
|
125K
$5.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-526- 4.21% |
$18.3K - $22.6K
|
12K
$544K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-527- 3.24% |
$18.3K - $22.7K
|
15.7K
$713K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-536- 6.92% |
$18.6K - $23K
|
7.22K
$327K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-537- 1.86% |
$18.7K - $23.1K
|
28.4K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-539- 8.0% |
$18.8K - $23.2K
|
6.2K
$281K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-539- 4.29% |
$18.8K - $23.2K
|
12K
$546K
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-543- 3.51% |
$18.9K - $23.3K
|
14.9K
$677K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-545- 0.61% |
$19K - $23.4K
|
89K
$4.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-557- 6.41% |
$19.4K - $23.9K
|
8.13K
$369K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-558- 5.82% |
$19.4K - $24K
|
9.03K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-564- 6.26% |
$19.6K - $24.2K
|
8.45K
$383K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-572- 0.92% |
$19.9K - $24.6K
|
61.3K
$2.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-575- 20.38% |
$20K - $24.7K
|
2.25K
$102K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-580- 78.27% |
$20.2K - $24.9K
|
161
$7.31K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-585- 5.38% |
$20.4K - $25.1K
|
10.3K
$467K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-586- 8.52% |
$20.4K - $25.2K
|
6.29K
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-586- 0.37% |
$20.4K - $25.2K
|
156K
$7.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-597- 10.96% |
$20.8K - $25.7K
|
4.85K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-598- 7.32% |
$20.8K - $25.7K
|
7.58K
$344K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-600- 0.13% |
$20.9K - $25.8K
|
458K
$20.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-600- 1.13% |
$20.9K - $25.8K
|
52.7K
$2.39M
|