Latest Institutional Transactions on Truist Financial Corp (TFC)
This table provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-708- 12.18% |
$30.3K - $33.3K
|
5.1K
$229K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
22.9K+ 60.49% |
$982K - $1.08M
|
60.8K
$2.73M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-213- 1.47% |
$9.12K - $10K
|
14.2K
$638K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
14New |
$600 - $659
|
14
$628
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.9K- 4.67% |
$124K - $137K
|
59.2K
$2.66M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.33K+ 2.52% |
$56.7K - $62.4K
|
54K
$2.42M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.7% |
$42.8 - $47.1
|
144
$6.46K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-102- 1.33% |
$4.37K - $4.8K
|
7.56K
$339K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
3.67K+ 1.54% |
$157K - $173K
|
242K
$10.9M
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
204KNew |
$8.76M - $9.62M
|
204K
$9.17M
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
13.4KNew |
$575K - $632K
|
13.4K
$603K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
109New |
$4.67K - $5.13K
|
109
$4.89K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
200+ 3.44% |
$8.57K - $9.41K
|
6.02K
$270K
|
|
|
Nov 24, 2025
Q3 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14+ 1.13% |
$600 - $659
|
1.26K
$56.3K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-22- 5.19% |
$942 - $1.04K
|
402
$18K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 2.07% |
$214 - $235
|
236
$10.6K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-170K- 48.82% |
$7.3M - $8.02M
|
179K
$8.01M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-979- 17.18% |
$41.9K - $46.1K
|
4.72K
$212K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-128K- 76.38% |
$5.47M - $6.01M
|
39.5K
$1.77M
|
|
|
Nov 20, 2025
Q3 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-4.81K- 0.83% |
$206K - $226K
|
576K
$25.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
14+ 0.17% |
$600 - $659
|
8.41K
$377K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8.71K- 2.93% |
$373K - $410K
|
289K
$13M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.35K+ 41.66% |
$186K - $205K
|
14.8K
$664K
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-6.22K- 22.69% |
$266K - $293K
|
21.2K
$951K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.6K- 16.56% |
$154K - $170K
|
18.1K
$814K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-18.2K- 10.77% |
$779K - $856K
|
151K
$6.76M
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-483- 5.88% |
$20.7K - $22.7K
|
7.73K
$347K
|
|
|
Nov 19, 2025
Q3 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.58K- 1.46% |
$196K - $215K
|
309K
$13.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.98K- 16.57% |
$128K - $140K
|
15K
$674K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.63K+ 17.83% |
$156K - $171K
|
24K
$1.08M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.31K+ 0.86% |
$270K - $297K
|
738K
$33.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
497+ 9.78% |
$21.3K - $23.4K
|
5.58K
$250K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.84K+ 128.62% |
$122K - $134K
|
5.05K
$226K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-244K- 22.81% |
$10.4M - $11.5M
|
825K
$37M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-945- 16.58% |
$40.5K - $44.5K
|
4.76K
$213K
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.04K+ 17.18% |
$259K - $284K
|
41.2K
$1.85M
|
|
|
Nov 18, 2025
Q3 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-92- 1.12% |
$3.94K - $4.33K
|
8.1K
$363K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.07K+ 2.9% |
$174K - $192K
|
144K
$6.47M
|
|
|
Nov 18, 2025
Q3 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
800+ 3.4% |
$34.3K - $37.7K
|
24.3K
$1.09M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
28.8K+ 183.21% |
$1.23M - $1.36M
|
44.5K
$2M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-926- 0.11% |
$39.7K - $43.6K
|
878K
$39.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-2.97K- 21.47% |
$127K - $140K
|
10.9K
$488K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
643+ 12.62% |
$27.5K - $30.3K
|
5.74K
$257K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
419New |
$17.9K - $19.7K
|
419
$18.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-231- 2.67% |
$9.89K - $10.9K
|
8.43K
$378K
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.58K+ 15.66% |
$111K - $122K
|
19.1K
$856K
|
|
|
Nov 17, 2025
Q3 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2K- 3.51% |
$85.7K - $94.1K
|
54.9K
$2.46M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-27.3K- 42.1% |
$1.17M - $1.29M
|
37.6K
$1.68M
|
|
|
Nov 17, 2025
Q3 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-300- 1.01% |
$12.8K - $14.1K
|
29.4K
$1.32M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.11K+ 5.6% |
$47.5K - $52.2K
|
20.9K
$938K
|
|