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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
300+ 3.73% |
$10.4K - $12.9K
|
8.34K
$377K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
300+ 4.0% |
$10.4K - $12.9K
|
7.8K
$353K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
8.27K+ 17.73% |
$288K - $355K
|
54.9K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.16K- 36.45% |
$249K - $308K
|
12.5K
$565K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.17K+ 9.81% |
$110K - $136K
|
35.5K
$1.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
5.82KNew |
$203K - $250K
|
5.82K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.73K+ 48.34% |
$234K - $289K
|
20.7K
$934K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-47- 1.26% |
$1.64K - $2.02K
|
3.7K
$167K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
238New |
$8.28K - $10.2K
|
238
$10.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
129+ 6.58% |
$4.49K - $5.55K
|
2.09K
$94.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.4K+ 5.11% |
$83.5K - $103K
|
49.4K
$2.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.97% |
$139 - $172
|
417
$18.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
BUY
|
- |
17.9K+ 5.8% |
$623K - $770K
|
327K
$14.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13+ 0.13% |
$452 - $559
|
9.8K
$443K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-744- 8.85% |
$25.9K - $32K
|
7.66K
$346K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-2.72K- 67.56% |
$94.6K - $117K
|
1.31K
$59K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
97+ 0.42% |
$3.37K - $4.17K
|
23K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300+ 60.0% |
$10.4K - $12.9K
|
800
$36.2K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
104+ 0.6% |
$3.62K - $4.47K
|
17.4K
$787K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-163K- 89.53% |
$5.67M - $7.01M
|
19.1K
$862K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-527- 3.24% |
$18.3K - $22.7K
|
15.7K
$710K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.56K- 10.61% |
$159K - $196K
|
38.5K
$1.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-500- 10.29% |
$17.4K - $21.5K
|
4.36K
$197K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-2- 0.04% |
$69.6 - $86
|
5.08K
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
53.9K+ 5.25% |
$1.88M - $2.32M
|
1.08M
$48.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.4K+ 29.88% |
$257K - $318K
|
32.1K
$1.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-600- 0.13% |
$20.9K - $25.8K
|
458K
$20.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
50New |
$1.74K - $2.15K
|
50
$2.26K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.52K+ 17.84% |
$52.9K - $65.3K
|
10K
$454K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.47K- 26.29% |
$86.1K - $106K
|
6.94K
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-824- 8.12% |
$28.7K - $35.4K
|
9.32K
$421K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
357+ 2.26% |
$12.4K - $15.3K
|
16.2K
$732K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
23.4K+ 5.1% |
$816K - $1.01M
|
483K
$21.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.57K+ 51.69% |
$194K - $239K
|
16.3K
$739K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 4.67% |
$1.22K - $1.5K
|
784
$35.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
65+ 84.42% |
$2.26K - $2.79K
|
142
$6.42K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-228- 4.4% |
$7.93K - $9.8K
|
4.95K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.7K- 2.4% |
$59.1K - $73.1K
|
69.1K
$3.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-226- 4.29% |
$7.86K - $9.72K
|
5.04K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-9- 23.68% |
$313 - $387
|
29
$1.31K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.87K- 33.51% |
$204K - $252K
|
11.6K
$526K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.27K+ 16.02% |
$183K - $226K
|
38.2K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-54- 14.29% |
$1.88K - $2.32K
|
324
$14.6K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-5- 0.03% |
$174 - $215
|
14.3K
$648K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6.58K- 25.5% |
$229K - $283K
|
19.2K
$869K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
2.16K+ 15.76% |
$75.1K - $92.8K
|
15.8K
$717K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
149+ 6.17% |
$5.18K - $6.41K
|
2.57K
$116K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.1K+ 206.77% |
$38.3K - $47.3K
|
1.63K
$73.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
556+ 3.12% |
$19.3K - $23.9K
|
18.4K
$830K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
5.6KNew |
$195K - $241K
|
5.6K
$253K
|