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 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
4.69KNew |
$163K - $202K
|
4.69K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.57K+ 22.71% |
$159K - $196K
|
24.7K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
4.47K+ 71.73% |
$156K - $192K
|
10.7K
$486K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.42K+ 33.72% |
$154K - $190K
|
17.5K
$796K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.38K+ 26.09% |
$152K - $188K
|
21.2K
$961K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
4.36K+ 1848.73% |
$152K - $188K
|
4.6K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
4.31K+ 7.32% |
$150K - $185K
|
63.1K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
4.27K+ 15822.22% |
$149K - $184K
|
4.3K
$195K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.22K+ 3.05% |
$147K - $182K
|
143K
$6.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.22KNew |
$147K - $182K
|
4.22K
$192K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
4.22K+ 2.18% |
$147K - $182K
|
198K
$8.99M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.22K+ 6.31% |
$147K - $181K
|
71K
$3.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
4.21K+ 1.66% |
$146K - $181K
|
257K
$11.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.11K+ 21.35% |
$143K - $177K
|
23.4K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
4.11K+ 2.19% |
$143K - $176K
|
191K
$8.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.07K+ 4.15% |
$142K - $175K
|
102K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.03K+ 3.36% |
$140K - $173K
|
124K
$5.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4K+ 12.31% |
$139K - $172K
|
36.5K
$1.66M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4K+ 364.96% |
$139K - $172K
|
5.1K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.98K+ 16.43% |
$139K - $171K
|
28.2K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.95K+ 8.29% |
$137K - $170K
|
51.6K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.95K+ 37.99% |
$137K - $170K
|
14.3K
$651K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.95K+ 22.09% |
$137K - $170K
|
21.8K
$990K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
3.88KNew |
$135K - $167K
|
3.88K
$176K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.77K+ 2.13% |
$131K - $162K
|
181K
$8.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.67K+ 49.05% |
$128K - $158K
|
11.1K
$506K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.59K+ 40.49% |
$125K - $154K
|
12.5K
$566K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.56K+ 15.36% |
$124K - $153K
|
26.7K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.55K+ 1.02% |
$123K - $153K
|
351K
$15.9M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.49K+ 30.21% |
$121K - $150K
|
15K
$682K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.49KNew |
$121K - $150K
|
3.49K
$158K
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.49K+ 2.77% |
$121K - $150K
|
129K
$5.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3.46K+ 11.86% |
$121K - $149K
|
32.7K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.46K+ 15.92% |
$121K - $149K
|
25.2K
$1.14M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.46K+ 18.72% |
$120K - $149K
|
22K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.4K+ 1.18% |
$118K - $146K
|
292K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.35K+ 106.58% |
$117K - $144K
|
6.5K
$295K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.32K+ 13.3% |
$116K - $143K
|
28.3K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.29K+ 4.69% |
$114K - $141K
|
73.4K
$3.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.28K+ 21.57% |
$114K - $141K
|
18.5K
$839K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.21K+ 89.85% |
$112K - $138K
|
6.77K
$307K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.19K+ 13.17% |
$111K - $137K
|
27.4K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.17K+ 9.81% |
$110K - $136K
|
35.5K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
3.14KNew |
$109K - $135K
|
3.14K
$142K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.13KNew |
$109K - $135K
|
3.13K
$142K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
3.02K+ 151000.0% |
$105K - $130K
|
3.02K
$137K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.02K+ 2.8% |
$105K - $130K
|
111K
$5.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3K+ 0.16% |
$105K - $129K
|
1.89M
$85.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.95K+ 7.1% |
$103K - $127K
|
44.5K
$2.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.95K+ 23.07% |
$103K - $127K
|
15.7K
$714K
|