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 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
139New |
$4.84K - $5.98K
|
139
$6.28K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
81+ 1.49% |
$2.82K - $3.48K
|
5.53K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
75+ 1.03% |
$2.61K - $3.22K
|
7.37K
$333K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47+ 1.26% |
$1.64K - $2.02K
|
3.78K
$171K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
37+ 0.28% |
$1.29K - $1.59K
|
13.3K
$602K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
33+ 0.16% |
$1.15K - $1.42K
|
21K
$947K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.42% |
$939 - $1.16K
|
6.4K
$289K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.17% |
$487 - $602
|
8.32K
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.15% |
$313 - $387
|
791
$35.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.52% |
$244 - $301
|
1.35K
$61.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-4- 0.32% |
$139 - $172
|
1.24K
$56K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 1.82% |
$174 - $215
|
270
$12.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-21- 0.42% |
$731 - $903
|
4.95K
$224K
|
|
|
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 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-120- 1.79% |
$4.17K - $5.16K
|
6.6K
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-120- 0.1% |
$4.17K - $5.16K
|
124K
$5.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-121- 1.19% |
$4.21K - $5.2K
|
10.1K
$455K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-129- 4.23% |
$4.49K - $5.55K
|
2.92K
$132K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-212- 4.9% |
$7.38K - $9.11K
|
4.11K
$186K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-258- 2.63% |
$8.98K - $11.1K
|
9.54K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-273- 5.23% |
$9.5K - $11.7K
|
4.95K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-281- 1.72% |
$9.78K - $12.1K
|
16K
$723K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-334- 0.6% |
$11.6K - $14.4K
|
55.3K
$2.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-350- 2.31% |
$12.2K - $15K
|
14.8K
$668K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-436- 1.29% |
$15.2K - $18.7K
|
33.3K
$1.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-467- 4.76% |
$16.2K - $20.1K
|
9.35K
$422K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-503- 6.89% |
$17.5K - $21.6K
|
6.8K
$307K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-517- 9.44% |
$18K - $22.2K
|
4.96K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-517- 0.99% |
$18K - $22.2K
|
51.5K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-557- 6.41% |
$19.4K - $23.9K
|
8.13K
$367K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-670- 3.44% |
$23.3K - $28.8K
|
18.8K
$850K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-698- 1.69% |
$24.3K - $30K
|
40.5K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-709- 2.16% |
$24.7K - $30.5K
|
32.1K
$1.45M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-865- 48.16% |
$30.1K - $37.2K
|
931
$42K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.09K- 16.21% |
$37.8K - $46.7K
|
5.61K
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.2K- 58.28% |
$41.7K - $51.6K
|
859
$38.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.35K- 5.69% |
$47K - $58.1K
|
22.4K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.47K- 0.85% |
$51.1K - $63.1K
|
171K
$7.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.5K- 46.73% |
$52.2K - $64.4K
|
1.71K
$77.2K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-1.53K- 2.62% |
$53.1K - $65.6K
|
56.7K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.14K- 4.88% |
$74.3K - $91.8K
|
41.6K
$1.88M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.15K- 1.1% |
$74.7K - $92.3K
|
193K
$8.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.38K- 21.88% |
$82.6K - $102K
|
8.48K
$383K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.6K- 33.19% |
$125K - $155K
|
7.25K
$327K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.54K- 11.73% |
$158K - $195K
|
34.1K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-4.94K- 49.45% |
$172K - $212K
|
5.05K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.27K- 8.65% |
$183K - $226K
|
55.6K
$2.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-5.96K- 4.41% |
$207K - $256K
|
129K
$5.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-6.19K- 6.28% |
$215K - $266K
|
92.4K
$4.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.68K- 8.89% |
$232K - $287K
|
68.5K
$3.09M
|