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 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.1K- 5.74% |
$38.1K - $47.1K
|
18K
$817K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.1K- 84.54% |
$38.2K - $47.2K
|
201
$9.12K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.14K- 0.74% |
$39.6K - $48.9K
|
152K
$6.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.15K- 1.37% |
$40.1K - $49.6K
|
82.7K
$3.76M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-1.16K- 0.54% |
$40.2K - $49.7K
|
213K
$9.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.16K- 2.91% |
$40.5K - $50K
|
38.9K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 5.88% |
$40.5K - $50.1K
|
18.7K
$847K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.18K- 21.35% |
$41.2K - $50.9K
|
4.36K
$198K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.2K- 58.28% |
$41.7K - $51.6K
|
859
$39K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 2.14% |
$42.6K - $52.7K
|
56.1K
$2.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.25K- 13.52% |
$43.3K - $53.6K
|
7.97K
$362K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.26K- 1.81% |
$43.9K - $54.3K
|
68.4K
$3.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-1.27K- 3.36% |
$44.1K - $54.5K
|
36.5K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.27K- 7.2% |
$44.3K - $54.7K
|
16.4K
$744K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-1.32K- 71.52% |
$45.8K - $56.6K
|
524
$23.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.32K- 4.7% |
$46.1K - $56.9K
|
26.9K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.33K- 8.42% |
$46.2K - $57K
|
14.4K
$655K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.33K- 6.6% |
$46.3K - $57.2K
|
18.8K
$855K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.35K- 14.47% |
$46.9K - $58K
|
7.97K
$362K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.35K- 5.69% |
$47K - $58.1K
|
22.4K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.38K- 67.12% |
$47.9K - $59.2K
|
675
$30.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.41K- 18.87% |
$48.9K - $60.4K
|
6.04K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.44K- 21.69% |
$50.2K - $62K
|
5.21K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-1.45K- 18.89% |
$50.5K - $62.4K
|
6.24K
$283K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.47K- 0.85% |
$51.1K - $63.1K
|
171K
$7.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.5K- 46.73% |
$52.2K - $64.4K
|
1.71K
$77.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.5K- 2.94% |
$52.3K - $64.7K
|
49.6K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.51K- 4.06% |
$52.5K - $64.8K
|
35.6K
$1.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.52K- 11.25% |
$52.8K - $65.3K
|
12K
$543K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.52K- 6.95% |
$52.9K - $65.4K
|
20.4K
$924K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-1.53K- 2.62% |
$53.1K - $65.6K
|
56.7K
$2.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.53K- 2.37% |
$53.2K - $65.7K
|
63K
$2.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.53K- 1.91% |
$53.3K - $65.8K
|
78.4K
$3.56M
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-1.59K- 24.8% |
$55.1K - $68.1K
|
4.81K
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.6K- 0.88% |
$55.6K - $68.7K
|
180K
$8.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.61K- 2.4% |
$55.8K - $69K
|
65.3K
$2.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.61K- 1.1% |
$56K - $69.3K
|
145K
$6.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.64K- 8.98% |
$57.1K - $70.5K
|
16.6K
$755K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.64K- 0.38% |
$57.2K - $70.7K
|
429K
$19.5M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1.68K- 5.74% |
$58.3K - $72.1K
|
27.5K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.7K- 12.7% |
$59K - $72.9K
|
11.7K
$529K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.7K- 2.4% |
$59.1K - $73.1K
|
69.1K
$3.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.78K- 0.63% |
$62K - $76.6K
|
281K
$12.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.79K- 2.65% |
$62.2K - $76.8K
|
65.5K
$2.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.82K- 19.28% |
$63.3K - $78.2K
|
7.62K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.84K- 20.37% |
$63.8K - $78.9K
|
7.17K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-1.84K- 2.02% |
$64.1K - $79.2K
|
89.6K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-1.88K- 7.15% |
$65.2K - $80.6K
|
24.3K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.92K- 26.65% |
$66.7K - $82.4K
|
5.27K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.97K- 0.6% |
$68.4K - $84.5K
|
328K
$14.9M
|