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 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.35K- 15.26% |
$81.8K - $101K
|
13K
$574K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
117+ 0.81% |
$4.07K - $5.03K
|
14.5K
$637K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
4.76KNew |
$166K - $205K
|
4.76K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.82K- 19.28% |
$63.3K - $78.2K
|
7.62K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
74+ 0.22% |
$2.57K - $3.18K
|
33.7K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7- 7.0% |
$244 - $301
|
93
$4.09K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.89K+ 20.97% |
$101K - $124K
|
16.7K
$734K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-99.7K- 96.1% |
$3.47M - $4.29M
|
4.05K
$178K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
983+ 6.04% |
$34.2K - $42.3K
|
17.2K
$759K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-69.2K- 51.9% |
$2.41M - $2.97M
|
64.1K
$2.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.85KNew |
$169K - $208K
|
4.85K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 12.02% |
$76.9K - $95.1K
|
20.6K
$907K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.53K- 1.91% |
$53.3K - $65.8K
|
78.4K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-10.5K- 35.68% |
$364K - $449K
|
18.8K
$830K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 1.42% |
$69.6 - $86
|
143
$6.29K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
180+ 2.28% |
$6.26K - $7.74K
|
8.09K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 2.66% |
$43.7K - $54K
|
48.4K
$2.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
281New |
$9.78K - $12.1K
|
281
$12.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-74- 0.04% |
$2.57K - $3.18K
|
188K
$8.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
15.5K+ 303.69% |
$538K - $665K
|
20.6K
$905K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.1K- 4.6% |
$247K - $305K
|
147K
$6.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
5.85KNew |
$203K - $251K
|
5.85K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-621- 10.64% |
$21.6K - $26.7K
|
5.22K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76+ 39.79% |
$2.64K - $3.27K
|
267
$11.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.92K- 26.65% |
$66.7K - $82.4K
|
5.27K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10.5K- 21.84% |
$366K - $452K
|
37.7K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
241+ 753.13% |
$8.38K - $10.4K
|
273
$12K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-17.7K- 36.63% |
$614K - $759K
|
30.5K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-200- 0.52% |
$6.96K - $8.6K
|
38.4K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-7.35K- 29.27% |
$256K - $316K
|
17.8K
$782K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5+ 0.1% |
$174 - $215
|
5.07K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-39- 0.17% |
$1.36K - $1.68K
|
22.7K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
213+ 1.7% |
$7.41K - $9.16K
|
12.7K
$560K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
792+ 0.96% |
$27.6K - $34K
|
83.4K
$3.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-6.07K- 23.73% |
$211K - $261K
|
19.5K
$859K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.02K- 24.27% |
$105K - $130K
|
9.43K
$415K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-441- 2.16% |
$15.3K - $19K
|
19.9K
$877K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-150- 2.81% |
$5.22K - $6.45K
|
5.18K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
10.6K+ 29.94% |
$369K - $456K
|
46K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-176- 0.6% |
$6.12K - $7.57K
|
29K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-219- 75.26% |
$7.62K - $9.41K
|
72
$3.17K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
1.51K+ 1.77% |
$52.6K - $65K
|
87.1K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
9.53KNew |
$331K - $409K
|
9.53K
$419K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
13+ 0.07% |
$452 - $559
|
18.1K
$796K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-51.2K- 43.81% |
$1.78M - $2.2M
|
65.7K
$2.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-217- 12.34% |
$7.55K - $9.33K
|
1.54K
$67.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
424New |
$14.8K - $18.2K
|
424
$18.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
584+ 7.6% |
$20.3K - $25.1K
|
8.27K
$364K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.44K- 21.69% |
$50.2K - $62K
|
5.21K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
968+ 3.35% |
$33.7K - $41.6K
|
29.9K
$1.31M
|