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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-475- 1.22% |
$20.3K - $22.4K
|
38.4K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
686+ 9.43% |
$29.4K - $32.3K
|
7.96K
$357K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-132- 2.21% |
$5.65K - $6.21K
|
5.84K
$262K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
114+ 1.89% |
$4.88K - $5.37K
|
6.15K
$276K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-833- 12.5% |
$35.7K - $39.2K
|
5.83K
$262K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
159+ 13.9% |
$6.81K - $7.48K
|
1.3K
$58.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-415- 0.8% |
$17.8K - $19.5K
|
51.2K
$2.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11.1K- 4.4% |
$477K - $525K
|
242K
$10.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-139- 1.28% |
$5.95K - $6.54K
|
10.7K
$481K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
23.2KNew |
$994K - $1.09M
|
23.2K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-131K- 61.68% |
$5.62M - $6.18M
|
81.6K
$3.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.28K- 13.85% |
$54.8K - $60.2K
|
7.96K
$357K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.32K- 6.3% |
$185K - $203K
|
64.2K
$2.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
9.8K+ 64.44% |
$420K - $461K
|
25K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.88K- 17.31% |
$123K - $136K
|
13.8K
$617K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
28.6K+ 11.06% |
$1.23M - $1.35M
|
287K
$12.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-300- 6.28% |
$12.8K - $14.1K
|
4.48K
$201K
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-950- 4.39% |
$40.7K - $44.7K
|
20.7K
$929K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.28K+ 3.06% |
$54.8K - $60.2K
|
43.1K
$1.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
SELL
|
- |
-2.95K- 4.67% |
$126K - $139K
|
60.2K
$2.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-20.8K- 32.17% |
$892K - $981K
|
43.9K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
25.6K+ 17.24% |
$1.1M - $1.2M
|
174K
$7.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.15K- 0.39% |
$392K - $431K
|
2.34M
$105M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.88K- 3.6% |
$80.4K - $88.4K
|
50.3K
$2.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.36K+ 14.92% |
$358K - $394K
|
64.4K
$2.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
13.9KNew |
$595K - $654K
|
13.9K
$623K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-56.4K- 4.87% |
$2.42M - $2.65M
|
1.1M
$49.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.44K+ 19.51% |
$104K - $115K
|
14.9K
$669K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-531- 68.08% |
$22.7K - $25K
|
249
$11.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
62.7K+ 30.68% |
$2.68M - $2.95M
|
267K
$12M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-12.8K- 22.6% |
$548K - $602K
|
43.8K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.22K+ 3.83% |
$224K - $246K
|
142K
$6.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.56K+ 3.18% |
$367K - $403K
|
278K
$12.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-69- 89.61% |
$2.96K - $3.25K
|
8
$359
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-131- 1.94% |
$5.61K - $6.17K
|
6.61K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.76KNew |
$247K - $271K
|
5.76K
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
53.1K+ 21.94% |
$2.27M - $2.5M
|
295K
$13.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.3K- 30.89% |
$55.9K - $61.4K
|
2.92K
$131K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-322- 6.64% |
$13.8K - $15.2K
|
4.53K
$203K
|
|
|
Nov 06, 2025
Q3 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-49- 0.92% |
$2.1K - $2.31K
|
5.27K
$236K
|
|
|
Nov 06, 2025
Q3 2025
|
Freemont Management S.A.
|
SELL
|
- |
-165K- 88.21% |
$7.08M - $7.79M
|
22.1K
$991K
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-466- 0.71% |
$20K - $21.9K
|
64.8K
$2.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
866+ 2.57% |
$37.1K - $40.8K
|
34.6K
$1.55M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.35K- 14.2% |
$58K - $63.7K
|
8.18K
$367K
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
BUY
|
- |
230+ 1.16% |
$9.85K - $10.8K
|
20K
$897K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-99- 0.47% |
$4.24K - $4.66K
|
20.9K
$937K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
SELL
|
- |
-127K- 11.77% |
$5.45M - $5.99M
|
954K
$42.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.72M- 75.38% |
$160M - $175M
|
1.22M
$54.6M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$4.28K - $4.71K
|
100
$4.49K
|
|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
298+ 2.68% |
$12.8K - $14K
|
11.4K
$512K
|
|