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 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.33K+ 1.38% |
$220K - $272K
|
464K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.24K+ 0.23% |
$217K - $268K
|
2.74M
$125M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.23K+ 4.03% |
$217K - $268K
|
161K
$7.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.98K+ 6.64% |
$208K - $257K
|
96.1K
$4.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
5.96K+ 2.96% |
$207K - $256K
|
207K
$9.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.87KNew |
$204K - $252K
|
5.87K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
5.85KNew |
$203K - $251K
|
5.85K
$265K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
5.82KNew |
$203K - $250K
|
5.82K
$264K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5.81K+ 19.61% |
$202K - $250K
|
35.4K
$1.61M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.79K+ 61.88% |
$202K - $249K
|
15.2K
$688K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.78KNew |
$201K - $248K
|
5.78K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
5.74KNew |
$200K - $247K
|
5.74K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.73K+ 18.23% |
$199K - $246K
|
37.2K
$1.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
5.73KNew |
$199K - $246K
|
5.73K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.7KNew |
$198K - $245K
|
5.7K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.68KNew |
$198K - $244K
|
5.68K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
5.6KNew |
$195K - $241K
|
5.6K
$254K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.59K+ 11.72% |
$195K - $240K
|
53.3K
$2.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.57K+ 51.69% |
$194K - $239K
|
16.3K
$741K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.54K+ 4.24% |
$193K - $238K
|
136K
$6.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.54KNew |
$193K - $238K
|
5.54K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.54K+ 71.48% |
$193K - $238K
|
13.3K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5.54K+ 3.48% |
$193K - $238K
|
165K
$7.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.53K+ 3.62% |
$192K - $238K
|
158K
$7.18M
|
|
|
Aug 19, 2025
Q2 2025
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
5.52K+ 3.46% |
$192K - $237K
|
165K
$7.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
5.5KNew |
$191K - $236K
|
5.5K
$249K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.49KNew |
$191K - $236K
|
5.49K
$249K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.49K+ 2.3% |
$191K - $236K
|
244K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
5.42K+ 20.85% |
$188K - $233K
|
31.4K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.41K+ 29.57% |
$188K - $233K
|
23.7K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.39K+ 3.24% |
$188K - $232K
|
172K
$7.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
5.36KNew |
$186K - $230K
|
5.36K
$243K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.34KNew |
$186K - $229K
|
5.34K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.27KNew |
$183K - $227K
|
5.27K
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.27K+ 16.02% |
$183K - $226K
|
38.2K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.14K+ 30.93% |
$179K - $221K
|
21.8K
$988K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.14K+ 9.27% |
$179K - $221K
|
60.5K
$2.75M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
5.07K+ 152.69% |
$176K - $218K
|
8.39K
$381K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.06KNew |
$176K - $218K
|
5.06K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.04K+ 46.14% |
$175K - $217K
|
16K
$725K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.98K+ 32.16% |
$173K - $214K
|
20.5K
$929K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.95KNew |
$172K - $213K
|
4.95K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.92K+ 23.13% |
$171K - $212K
|
26.2K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.91K+ 2.51% |
$171K - $211K
|
200K
$9.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
4.9K+ 4.81% |
$171K - $211K
|
107K
$4.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.85KNew |
$169K - $208K
|
4.85K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.85KNew |
$169K - $208K
|
4.85K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.78K+ 31.0% |
$166K - $206K
|
20.2K
$917K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
4.76KNew |
$166K - $205K
|
4.76K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
4.7K+ 2.75% |
$164K - $202K
|
176K
$7.97M
|