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 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-1.98K- 1.25% |
$68.8K - $85K
|
156K
$7.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2K- 11.37% |
$69.6K - $86K
|
15.6K
$708K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2K- 3.32% |
$69.6K - $86K
|
58.3K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.02K- 2.57% |
$70.3K - $86.9K
|
76.5K
$3.47M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.03K- 99.8% |
$70.4K - $87.1K
|
4
$182
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.11K- 0.46% |
$73.3K - $90.5K
|
452K
$20.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.14K- 4.88% |
$74.3K - $91.8K
|
41.6K
$1.89M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.15K- 1.1% |
$74.7K - $92.3K
|
193K
$8.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.16K- 4.76% |
$75.3K - $93K
|
43.3K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.18K- 4.86% |
$75.9K - $93.8K
|
42.7K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-2.19K- 30.49% |
$76.3K - $94.3K
|
5K
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.2K- 21.99% |
$76.4K - $94.4K
|
7.79K
$354K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.25K- 15.26% |
$78.1K - $96.6K
|
12.5K
$566K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.27K- 2.47% |
$78.9K - $97.5K
|
89.5K
$4.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-2.27K- 1.59% |
$79.1K - $97.7K
|
141K
$6.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.28K- 1.36% |
$79.5K - $98.2K
|
166K
$7.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.29K- 14.91% |
$79.5K - $98.3K
|
13K
$592K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.31K- 1.77% |
$80.5K - $99.4K
|
128K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.32K- 0.59% |
$80.6K - $99.6K
|
389K
$17.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.35K- 15.26% |
$81.8K - $101K
|
13K
$592K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.38K- 21.88% |
$82.6K - $102K
|
8.48K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 15.2% |
$83.7K - $103K
|
13.4K
$609K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.47K- 26.29% |
$86.1K - $106K
|
6.94K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.5K- 18.06% |
$87K - $107K
|
11.3K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.5K- 4.21% |
$87K - $107K
|
56.9K
$2.58M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.52K- 6.48% |
$87.6K - $108K
|
36.3K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.6K- 0.54% |
$90.6K - $112K
|
481K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.61K- 11.13% |
$90.6K - $112K
|
20.8K
$944K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.61K- 5.0% |
$90.8K - $112K
|
49.6K
$2.25M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.62K- 10.47% |
$91.3K - $113K
|
22.4K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.63K- 1.19% |
$91.6K - $113K
|
218K
$9.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.67K- 2.53% |
$92.9K - $115K
|
103K
$4.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-2.72K- 67.56% |
$94.6K - $117K
|
1.31K
$59.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.73K- 17.72% |
$95K - $117K
|
12.7K
$575K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.77K- 1.59% |
$96.3K - $119K
|
172K
$7.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.78K- 22.02% |
$96.6K - $119K
|
9.84K
$446K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.85K- 1.86% |
$99.2K - $123K
|
150K
$6.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-2.92K- 3.47% |
$101K - $125K
|
81.2K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.95K- 13.74% |
$103K - $127K
|
18.5K
$841K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.96K- 9.66% |
$103K - $127K
|
27.7K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.02K- 24.27% |
$105K - $130K
|
9.43K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-3.05K- 33.93% |
$106K - $131K
|
5.93K
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.17K- 0.85% |
$110K - $136K
|
372K
$16.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-3.17K- 27.57% |
$110K - $136K
|
8.34K
$378K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.23K- 1.37% |
$112K - $139K
|
233K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.24K- 1.87% |
$113K - $139K
|
170K
$7.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-3.28K- 7.0% |
$114K - $141K
|
43.6K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-3.37K- 5.05% |
$117K - $145K
|
63.3K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.41K- 9.31% |
$119K - $147K
|
33.2K
$1.51M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.42K- 4.67% |
$119K - $147K
|
70K
$3.17M
|