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 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.2K+ 3.1% |
$355K - $439K
|
339K
$15.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
10.2KNew |
$355K - $439K
|
10.2K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 22.68% |
$351K - $434K
|
54.7K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
10.1KNew |
$351K - $434K
|
10.1K
$458K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
10.1KNew |
$351K - $433K
|
10.1K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.97K+ 4.82% |
$347K - $428K
|
217K
$9.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
9.92K+ 59.86% |
$345K - $426K
|
26.5K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.81K+ 4.36% |
$341K - $422K
|
235K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
9.53KNew |
$331K - $409K
|
9.53K
$432K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.05K+ 9.8% |
$315K - $389K
|
101K
$4.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9.02K+ 29.6% |
$314K - $388K
|
39.5K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
8.94K+ 11.54% |
$311K - $384K
|
86.4K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
8.93KNew |
$311K - $384K
|
8.93K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.72K+ 4.78% |
$303K - $375K
|
191K
$8.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.65K+ 3.55% |
$301K - $372K
|
252K
$11.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8.63KNew |
$300K - $371K
|
8.63K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
8.61KNew |
$300K - $370K
|
8.61K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.58K+ 4.57% |
$298K - $369K
|
196K
$8.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.46K+ 52.14% |
$294K - $364K
|
24.7K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
8.27K+ 17.73% |
$288K - $355K
|
54.9K
$2.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
8.25K+ 9.81% |
$287K - $354K
|
92.3K
$4.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8.17K+ 17.38% |
$284K - $351K
|
55.2K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
8.17K+ 28.39% |
$284K - $351K
|
36.9K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
8.06K+ 15.64% |
$280K - $347K
|
59.6K
$2.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.06K+ 30.75% |
$280K - $346K
|
34.3K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.92K+ 10.08% |
$276K - $341K
|
86.5K
$3.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.82KNew |
$272K - $336K
|
7.82K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.58K+ 33.33% |
$264K - $326K
|
30.3K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
7.58K+ 0.35% |
$264K - $326K
|
2.17M
$98.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.4K+ 29.88% |
$257K - $318K
|
32.1K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
7.28K+ 20.66% |
$253K - $313K
|
42.5K
$1.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.22K+ 4.63% |
$251K - $311K
|
163K
$7.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7.14K+ 1.2% |
$249K - $307K
|
603K
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.11K+ 15.79% |
$247K - $306K
|
52.1K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.04K+ 81.35% |
$245K - $303K
|
15.7K
$712K
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
6.94KNew |
$241K - $298K
|
6.94K
$315K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.84K+ 2.53% |
$238K - $294K
|
278K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.83K+ 17.82% |
$238K - $294K
|
45.2K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.77K+ 9.6% |
$235K - $291K
|
77.3K
$3.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.73K+ 48.34% |
$234K - $289K
|
20.7K
$938K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.65K+ 109.11% |
$231K - $286K
|
12.7K
$578K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
6.62KNew |
$230K - $285K
|
6.62K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.62KNew |
$230K - $284K
|
6.62K
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.61K+ 6.16% |
$230K - $284K
|
114K
$5.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
6.51K+ 3.27% |
$226K - $280K
|
205K
$9.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
6.45KNew |
$224K - $277K
|
6.45K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.41KNew |
$223K - $276K
|
6.41K
$291K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
6.41K+ 10.55% |
$223K - $275K
|
67.1K
$3.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.36K+ 7.41% |
$221K - $274K
|
92.2K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
6.36KNew |
$221K - $273K
|
6.36K
$288K
|