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 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
17.8K+ 5.9% |
$621K - $767K
|
320K
$14.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.5K+ 49.12% |
$610K - $753K
|
53.2K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17K+ 58.52% |
$590K - $729K
|
45.9K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
16.5K+ 67.23% |
$572K - $707K
|
40.9K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.4K+ 1.7% |
$570K - $704K
|
983K
$44.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
16.1KNew |
$560K - $692K
|
16.1K
$731K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
15.9K+ 47.73% |
$552K - $682K
|
49.1K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.8K+ 17.58% |
$550K - $679K
|
106K
$4.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
15.5K+ 303.69% |
$538K - $665K
|
20.6K
$933K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.4K+ 8.81% |
$537K - $664K
|
191K
$8.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
15.4K+ 4.49% |
$535K - $661K
|
357K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.2K+ 7.27% |
$529K - $654K
|
225K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
15.2KNew |
$529K - $654K
|
15.2K
$690K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 3.46% |
$526K - $650K
|
451K
$20.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15K+ 59.32% |
$522K - $646K
|
40.3K
$1.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
15K+ 3.39% |
$521K - $644K
|
456K
$20.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9KNew |
$518K - $640K
|
14.9K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
14.8KNew |
$516K - $638K
|
14.8K
$673K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
14.6K+ 36.41% |
$508K - $628K
|
54.7K
$2.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.6KNew |
$508K - $627K
|
14.6K
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
14.3K+ 19.97% |
$498K - $615K
|
86K
$3.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
14.1K+ 5.54% |
$490K - $605K
|
268K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14K+ 21.23% |
$487K - $602K
|
79.9K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13.8K+ 14.08% |
$479K - $592K
|
112K
$5.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
13.6K+ 4.04% |
$474K - $586K
|
351K
$15.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
13.6K+ 1.71% |
$473K - $585K
|
808K
$36.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
13.5KNew |
$468K - $579K
|
13.5K
$611K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
13.4KNew |
$466K - $576K
|
13.4K
$608K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
13.4KNew |
$466K - $575K
|
13.4K
$607K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
13.4K+ 2.39% |
$465K - $575K
|
573K
$26M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
13KNew |
$453K - $559K
|
13K
$590K
|
|
|
Jul 23, 2025
Q2 2025
|
Park Circle CO
|
BUY
|
- |
12.6K+ 60.2% |
$438K - $542K
|
33.5K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
12.6KNew |
$438K - $541K
|
12.6K
$571K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$434K - $536K
|
12.5K
$566K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.4K+ 4.33% |
$432K - $534K
|
299K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
12.2KNew |
$425K - $525K
|
12.2K
$554K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
12.2KNew |
$424K - $524K
|
12.2K
$553K
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
12.1K+ 2.57% |
$422K - $522K
|
485K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
12KNew |
$417K - $515K
|
12K
$544K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
11.8KNew |
$409K - $506K
|
11.8K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.7K+ 2.21% |
$409K - $505K
|
544K
$24.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
11.7K+ 9.78% |
$409K - $505K
|
132K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
11.3K+ 21.02% |
$392K - $484K
|
64.9K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.1K+ 4.15% |
$388K - $479K
|
280K
$12.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
11.1K+ 3.82% |
$386K - $477K
|
302K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
11K+ 7.67% |
$381K - $471K
|
154K
$6.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.9K+ 2.25% |
$379K - $468K
|
494K
$22.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
10.6K+ 102.64% |
$369K - $457K
|
21K
$951K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
10.6K+ 29.94% |
$369K - $456K
|
46K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10.4K+ 44.42% |
$362K - $447K
|
33.8K
$1.54M
|