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 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.47K- 41.68% |
$121K - $149K
|
4.86K
$221K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-3.49K- 16.64% |
$121K - $150K
|
17.5K
$793K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.6K- 7.03% |
$125K - $155K
|
47.6K
$2.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.6K- 33.19% |
$125K - $155K
|
7.25K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.67K- 6.56% |
$128K - $158K
|
52.2K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.71K- 26.4% |
$129K - $159K
|
10.3K
$469K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-3.77K- 3.25% |
$131K - $162K
|
112K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.81K- 13.59% |
$133K - $164K
|
24.2K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-3.95K- 8.6% |
$137K - $170K
|
42K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.96K- 1.48% |
$138K - $170K
|
264K
$12M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4K- 0.53% |
$139K - $172K
|
746K
$33.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4K- 41.85% |
$139K - $172K
|
5.56K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.01K- 0.54% |
$139K - $172K
|
732K
$33.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-4.07K- 10.49% |
$142K - $175K
|
34.7K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4.23K- 3.97% |
$147K - $182K
|
102K
$4.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-4.29K- 27.39% |
$149K - $184K
|
11.4K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-4.33K- 1.49% |
$150K - $186K
|
287K
$13M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-4.48K- 12.9% |
$156K - $193K
|
30.3K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-4.51K- 45.97% |
$157K - $194K
|
5.3K
$241K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.51K- 1.75% |
$157K - $194K
|
253K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.54K- 12.06% |
$158K - $195K
|
33.1K
$1.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.54K- 11.73% |
$158K - $195K
|
34.1K
$1.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-4.56K- 5.43% |
$159K - $196K
|
79.4K
$3.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.56K- 10.61% |
$159K - $196K
|
38.5K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.57K- 6.36% |
$159K - $196K
|
67.2K
$3.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-4.58K- 46.3% |
$159K - $197K
|
5.31K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.72K- 22.9% |
$164K - $203K
|
15.9K
$722K
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-4.89K- 11.42% |
$170K - $210K
|
37.9K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.94K- 5.96% |
$172K - $212K
|
78K
$3.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-4.94K- 49.45% |
$172K - $212K
|
5.05K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-4.96K- 9.32% |
$173K - $213K
|
48.3K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-4.98K- 4.92% |
$173K - $214K
|
96.3K
$4.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.99K- 5.02% |
$174K - $215K
|
94.5K
$4.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-5.01K- 1.88% |
$174K - $215K
|
262K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-5.02K- 0.42% |
$175K - $216K
|
1.2M
$54.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.1K- 97.51% |
$177K - $219K
|
130
$5.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.27K- 8.65% |
$183K - $226K
|
55.6K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.28K- 27.55% |
$184K - $227K
|
13.9K
$630K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-5.29K- 31.02% |
$184K - $228K
|
11.8K
$534K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-5.35K- 5.02% |
$186K - $230K
|
101K
$4.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Edmp, Inc.
|
SELL
|
- |
-5.41K- 7.67% |
$188K - $233K
|
65.1K
$2.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.41K- 49.02% |
$188K - $233K
|
5.63K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-5.5K- 14.65% |
$191K - $236K
|
32K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.55K- 37.52% |
$193K - $238K
|
9.23K
$419K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.61K- 6.15% |
$195K - $241K
|
85.5K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5.71K- 4.13% |
$199K - $245K
|
132K
$6.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.74K- 14.59% |
$200K - $247K
|
33.6K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.87K- 33.51% |
$204K - $252K
|
11.6K
$528K
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-5.96K- 4.41% |
$207K - $256K
|
129K
$5.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-5.97K- 0.97% |
$208K - $257K
|
606K
$27.5M
|