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 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.52K+ 17.84% |
$52.9K - $65.3K
|
10K
$457K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.47K- 26.29% |
$86.1K - $106K
|
6.94K
$315K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-824- 8.12% |
$28.7K - $35.4K
|
9.32K
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
23.4K+ 5.1% |
$816K - $1.01M
|
483K
$22M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.57K+ 51.69% |
$194K - $239K
|
16.3K
$743K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 4.67% |
$1.22K - $1.5K
|
784
$35.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
65+ 84.42% |
$2.26K - $2.79K
|
142
$6.46K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-228- 4.4% |
$7.93K - $9.8K
|
4.95K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.7K- 2.4% |
$59.1K - $73.1K
|
69.1K
$3.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-226- 4.29% |
$7.86K - $9.72K
|
5.04K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-9- 23.68% |
$313 - $387
|
29
$1.32K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.87K- 33.51% |
$204K - $252K
|
11.6K
$529K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.27K+ 16.02% |
$183K - $226K
|
38.2K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-54- 14.29% |
$1.88K - $2.32K
|
324
$14.7K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-5- 0.03% |
$174 - $215
|
14.3K
$652K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-6.58K- 25.5% |
$229K - $283K
|
19.2K
$875K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
2.16K+ 15.76% |
$75.1K - $92.8K
|
15.8K
$721K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
149+ 6.17% |
$5.18K - $6.41K
|
2.57K
$117K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.1K+ 206.77% |
$38.3K - $47.3K
|
1.63K
$74.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
556+ 3.12% |
$19.3K - $23.9K
|
18.4K
$835K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
5.6KNew |
$195K - $241K
|
5.6K
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.27K+ 2.04% |
$44.3K - $54.8K
|
63.7K
$2.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Park Circle CO
|
BUY
|
- |
12.6K+ 60.2% |
$438K - $542K
|
33.5K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.31K+ 16.94% |
$45.5K - $56.3K
|
9.04K
$411K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
464+ 2.47% |
$16.1K - $19.9K
|
19.2K
$874K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 0.12% |
$452 - $559
|
10.5K
$480K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.17K- 0.85% |
$110K - $136K
|
372K
$16.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
587+ 10.81% |
$20.4K - $25.2K
|
6.02K
$274K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
12+ 85.71% |
$417 - $516
|
26
$1.18K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-15.6K- 75.74% |
$543K - $671K
|
5K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-2.27K- 1.59% |
$79.1K - $97.7K
|
141K
$6.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1+ 0.01% |
$34.8 - $43
|
6.99K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.28K- 1.36% |
$79.5K - $98.2K
|
166K
$7.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.3K- 8.38% |
$673K - $831K
|
211K
$9.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-585- 5.38% |
$20.4K - $25.1K
|
10.3K
$468K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
36+ 200.0% |
$1.25K - $1.55K
|
54
$2.46K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-45.2K- 20.51% |
$1.57M - $1.94M
|
175K
$7.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-1.84K- 2.02% |
$64.1K - $79.2K
|
89.6K
$4.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-218- 0.88% |
$7.58K - $9.37K
|
24.5K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24K- 73.72% |
$835K - $1.03M
|
8.55K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-925- 9.68% |
$32.2K - $39.8K
|
8.63K
$393K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-738- 3.75% |
$25.7K - $31.7K
|
18.9K
$861K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.6KNew |
$508K - $627K
|
14.6K
$664K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
4.21K+ 1.66% |
$146K - $181K
|
257K
$11.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.1K- 5.74% |
$38.1K - $47.1K
|
18K
$819K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-4.29K- 27.39% |
$149K - $184K
|
11.4K
$517K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
13KNew |
$453K - $559K
|
13K
$592K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-700- 0.68% |
$24.4K - $30.1K
|
103K
$4.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
870+ 0.43% |
$30.3K - $37.4K
|
204K
$9.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
309+ 1.7% |
$10.8K - $13.3K
|
18.5K
$841K
|