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
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.91K+ 2.88% |
$101K - $125K
|
104K
$4.71M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.91K+ 55.17% |
$101K - $125K
|
8.17K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.89K+ 20.97% |
$101K - $124K
|
16.7K
$757K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.72K+ 0.44% |
$94.7K - $117K
|
624K
$28.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
2.7K+ 4.64% |
$93.9K - $116K
|
60.9K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.7K+ 12.33% |
$93.9K - $116K
|
24.6K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.66K+ 32.41% |
$92.5K - $114K
|
10.9K
$493K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.63K+ 8.56% |
$91.5K - $113K
|
33.3K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.62K+ 25.79% |
$91K - $113K
|
12.8K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.6K+ 35.84% |
$90.6K - $112K
|
9.87K
$448K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.59K+ 1.88% |
$90.1K - $111K
|
140K
$6.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.54K+ 30.2% |
$88.4K - $109K
|
11K
$497K
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
2.5K+ 1.04% |
$87K - $107K
|
242K
$11M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.5K+ 10.82% |
$86.9K - $107K
|
25.6K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 6.51% |
$86.8K - $107K
|
40.8K
$1.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.49K+ 49.2% |
$86.5K - $107K
|
7.54K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.47K+ 6.62% |
$86K - $106K
|
39.8K
$1.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.45K+ 8.45% |
$85.4K - $105K
|
31.5K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.44K+ 4.1% |
$84.9K - $105K
|
62K
$2.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
2.43K+ 0.29% |
$84.5K - $104K
|
841K
$38.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.42K+ 5.07% |
$84.1K - $104K
|
50.1K
$2.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.4K+ 5.11% |
$83.5K - $103K
|
49.4K
$2.24M
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.4K+ 0.81% |
$83.5K - $103K
|
299K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.36K+ 5.57% |
$82.2K - $102K
|
44.8K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.35K+ 17.51% |
$81.6K - $101K
|
15.7K
$714K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.33K+ 38.04% |
$81.1K - $100K
|
8.46K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.23K+ 18.28% |
$77.7K - $96K
|
14.4K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 12.02% |
$76.9K - $95.1K
|
20.6K
$935K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.18K+ 23.01% |
$75.7K - $93.6K
|
11.6K
$528K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.17K+ 35.83% |
$75.6K - $93.4K
|
8.24K
$374K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
2.16K+ 15.76% |
$75.1K - $92.8K
|
15.8K
$719K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.14K+ 8.96% |
$74.4K - $91.9K
|
26K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.14K+ 4.93% |
$74.3K - $91.9K
|
45.5K
$2.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.12K+ 31.49% |
$73.8K - $91.2K
|
8.86K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.11K+ 132.08% |
$73.5K - $90.8K
|
3.71K
$168K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.11K+ 29.16% |
$73.4K - $90.7K
|
9.35K
$424K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.11K+ 1.2% |
$73.4K - $90.7K
|
178K
$8.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.08K+ 18.59% |
$72.2K - $89.2K
|
13.2K
$601K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.06K+ 39.23% |
$71.6K - $88.5K
|
7.3K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.05K+ 14.22% |
$71.4K - $88.2K
|
16.5K
$747K
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.05K+ 7.92% |
$71.1K - $87.9K
|
27.9K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.03K+ 16.26% |
$70.7K - $87.4K
|
14.5K
$659K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
2.02K+ 30.44% |
$70.3K - $86.9K
|
8.67K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2.01K+ 9.54% |
$70K - $86.5K
|
23.1K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
2K+ 3.99% |
$69.6K - $86K
|
52.2K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
2K+ 0.72% |
$69.6K - $86K
|
281K
$12.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
2K+ 22.11% |
$69.6K - $86K
|
11K
$501K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2K+ 0.49% |
$69.5K - $85.9K
|
411K
$18.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 3.53% |
$68.9K - $85.1K
|
58K
$2.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.97K+ 7.79% |
$68.5K - $84.6K
|
27.2K
$1.24M
|