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
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.96K+ 1.21% |
$68.3K - $84.3K
|
164K
$7.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.94K+ 3.65% |
$67.4K - $83.2K
|
55K
$2.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.93K+ 30.97% |
$67.1K - $83K
|
8.16K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.91K+ 66.04% |
$66.3K - $81.9K
|
4.79K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.9K+ 27.53% |
$66.2K - $81.9K
|
8.82K
$400K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.84K+ 1.96% |
$63.9K - $78.9K
|
95.4K
$4.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.82K+ 11.37% |
$63.3K - $78.2K
|
17.8K
$809K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.81K+ 4.94% |
$62.9K - $77.8K
|
38.4K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.77K+ 4.38% |
$61.5K - $76K
|
42.2K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.77K+ 10.11% |
$61.4K - $75.9K
|
19.2K
$873K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.75K+ 14.86% |
$60.8K - $75.1K
|
13.5K
$613K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.73K+ 0.6% |
$60.1K - $74.2K
|
290K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
1.71K+ 21.53% |
$59.6K - $73.7K
|
9.68K
$439K
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
1.7K+ 2.28% |
$59K - $72.9K
|
76K
$3.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.67K+ 1.03% |
$58.1K - $71.8K
|
165K
$7.47M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.66K+ 9.12% |
$57.6K - $71.1K
|
19.8K
$899K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.64K+ 30.03% |
$57K - $70.5K
|
7.1K
$322K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.63K+ 7.8% |
$56.8K - $70.2K
|
22.6K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.58K+ 4.98% |
$54.9K - $67.9K
|
33.3K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.56K+ 5.44% |
$54.2K - $67K
|
30.2K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.55K+ 18.46% |
$53.9K - $66.6K
|
9.95K
$451K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.52K+ 17.84% |
$52.9K - $65.3K
|
10K
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1.51K+ 1.77% |
$52.6K - $65K
|
87.1K
$3.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.38K+ 11.4% |
$48.1K - $59.4K
|
13.5K
$613K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.36K+ 25.88% |
$47.4K - $58.6K
|
6.62K
$301K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.36KNew |
$47.3K - $58.5K
|
1.36K
$61.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.36KNew |
$47.2K - $58.4K
|
1.36K
$61.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.33K+ 22.98% |
$46.4K - $57.3K
|
7.13K
$324K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.32K+ 7.24% |
$45.9K - $56.7K
|
19.5K
$887K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.31K+ 3.85% |
$45.7K - $56.5K
|
35.4K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.31K+ 24.98% |
$45.7K - $56.4K
|
6.57K
$298K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.31K+ 16.94% |
$45.5K - $56.3K
|
9.04K
$410K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.3K+ 1.27% |
$45.4K - $56.1K
|
104K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.3K+ 18.45% |
$45.2K - $55.8K
|
8.34K
$378K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.29K+ 15.78% |
$44.9K - $55.5K
|
9.46K
$429K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.29K+ 6.95% |
$44.8K - $55.3K
|
19.8K
$899K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.28K+ 2.26% |
$44.4K - $54.9K
|
57.8K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.27K+ 2.04% |
$44.3K - $54.8K
|
63.7K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 2.66% |
$43.7K - $54K
|
48.4K
$2.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.24K+ 2.0% |
$43.2K - $53.4K
|
63.5K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
1.22K+ 9.33% |
$42.6K - $52.6K
|
14.3K
$651K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 7.77% |
$42.4K - $52.4K
|
16.9K
$768K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.21K+ 12.31% |
$42.1K - $52K
|
11K
$501K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.2K+ 134.72% |
$41.7K - $51.5K
|
2.09K
$94.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.2K+ 3.92% |
$41.7K - $51.5K
|
31.8K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.16K+ 6.12% |
$40.3K - $49.7K
|
20.1K
$910K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.15K+ 4.11% |
$40.1K - $49.6K
|
29.3K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.13K+ 20.07% |
$39.5K - $48.8K
|
6.78K
$308K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.13K+ 8.69% |
$39.2K - $48.4K
|
14.1K
$639K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.12K+ 8.64% |
$38.9K - $48.1K
|
14.1K
$638K
|