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
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-600- 1.69% |
$20.9K - $25.8K
|
34.9K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-601- 2.79% |
$20.9K - $25.8K
|
20.9K
$949K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-608- 3.29% |
$21.2K - $26.1K
|
17.9K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-611- 3.49% |
$21.3K - $26.3K
|
16.9K
$767K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-621- 10.64% |
$21.6K - $26.7K
|
5.22K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-634- 0.79% |
$22.1K - $27.3K
|
80.1K
$3.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-645- 5.12% |
$22.4K - $27.7K
|
11.9K
$542K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-660- 3.86% |
$23K - $28.4K
|
16.4K
$746K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-670- 3.44% |
$23.3K - $28.8K
|
18.8K
$854K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-672- 2.0% |
$23.4K - $28.9K
|
33K
$1.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-677- 4.66% |
$23.6K - $29.1K
|
13.8K
$628K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-682- 5.06% |
$23.7K - $29.3K
|
12.8K
$581K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-689- 3.01% |
$24K - $29.6K
|
22.2K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-695- 3.16% |
$24.2K - $29.9K
|
21.3K
$967K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-698- 1.69% |
$24.3K - $30K
|
40.5K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-700- 0.68% |
$24.4K - $30.1K
|
103K
$4.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-705- 26.81% |
$24.5K - $30.3K
|
1.93K
$87.4K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-709- 2.16% |
$24.7K - $30.5K
|
32.1K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-710- 3.09% |
$24.7K - $30.5K
|
22.3K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-738- 3.75% |
$25.7K - $31.7K
|
18.9K
$859K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-744- 8.85% |
$25.9K - $32K
|
7.66K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-750- 3.67% |
$26.1K - $32.2K
|
19.7K
$894K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-754- 5.11% |
$26.2K - $32.4K
|
14K
$635K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-759- 4.92% |
$26.4K - $32.6K
|
14.7K
$666K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-779- 27.26% |
$27.1K - $33.5K
|
2.08K
$94.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-799- 0.61% |
$27.8K - $34.3K
|
131K
$5.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-813- 11.09% |
$28.3K - $35K
|
6.52K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-814- 3.78% |
$28.3K - $35K
|
20.7K
$940K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-817- 2.15% |
$28.4K - $35.1K
|
37.2K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-824- 8.12% |
$28.7K - $35.4K
|
9.32K
$423K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-827- 91.08% |
$28.8K - $35.6K
|
81
$3.68K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-839- 1.58% |
$29.2K - $36.1K
|
52.2K
$2.37M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-845- 3.38% |
$29.4K - $36.3K
|
24.2K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-847- 29.56% |
$29.5K - $36.4K
|
2.02K
$91.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-865- 48.16% |
$30.1K - $37.2K
|
931
$42.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-880- 6.8% |
$30.6K - $37.8K
|
12.1K
$547K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-894- 2.41% |
$31.1K - $38.4K
|
36.3K
$1.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-896- 2.25% |
$31.2K - $38.5K
|
38.9K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-906- 3.37% |
$31.5K - $38.9K
|
26K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-925- 9.68% |
$32.2K - $39.8K
|
8.63K
$392K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-959- 4.57% |
$33.4K - $41.2K
|
20K
$909K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-981- 2.44% |
$34.1K - $42.2K
|
39.2K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1K- 4.21% |
$34.8K - $43K
|
22.7K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1K- 25.0% |
$34.8K - $43K
|
3K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1K- 10.79% |
$34.9K - $43.1K
|
8.29K
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.01K- 35.66% |
$35.1K - $43.3K
|
1.82K
$82.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.03K- 16.48% |
$35.7K - $44.1K
|
5.2K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 2.57% |
$36.9K - $45.7K
|
40.2K
$1.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.06K- 9.18% |
$37K - $45.7K
|
10.5K
$478K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.09K- 16.21% |
$37.8K - $46.7K
|
5.61K
$255K
|