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 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5.81K+ 19.61% |
$202K - $250K
|
35.4K
$1.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.35K- 5.69% |
$47K - $58.1K
|
22.4K
$986K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
81+ 1.49% |
$2.82K - $3.48K
|
5.53K
$243K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.24K+ 2.0% |
$43.2K - $53.4K
|
63.5K
$2.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-102K- 8.11% |
$3.55M - $4.38M
|
1.16M
$50.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 1.82% |
$174 - $215
|
270
$11.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.84K+ 2.53% |
$238K - $294K
|
278K
$12.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
808+ 5.78% |
$28.1K - $34.7K
|
14.8K
$651K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
215+ 11.76% |
$7.48K - $9.24K
|
2.04K
$89.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-467- 4.76% |
$16.2K - $20.1K
|
9.35K
$411K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
139New |
$4.84K - $5.98K
|
139
$6.12K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.5K- 46.73% |
$52.2K - $64.4K
|
1.71K
$75.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.49K+ 49.2% |
$86.5K - $107K
|
7.54K
$332K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-4.94K- 49.45% |
$172K - $212K
|
5.05K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.68K- 8.89% |
$232K - $287K
|
68.5K
$3.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
402+ 1.99% |
$14K - $17.3K
|
20.6K
$907K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.95K+ 37.99% |
$137K - $170K
|
14.3K
$631K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
371+ 7.47% |
$12.9K - $15.9K
|
5.34K
$235K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-698- 1.69% |
$24.3K - $30K
|
40.5K
$1.78M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-6.98K- 16.54% |
$243K - $300K
|
35.2K
$1.55M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.95KNew |
$172K - $213K
|
4.95K
$218K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.15K- 1.1% |
$74.7K - $92.3K
|
193K
$8.47M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-4- 0.32% |
$139 - $172
|
1.24K
$54.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-865- 48.16% |
$30.1K - $37.2K
|
931
$41K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.54K- 11.73% |
$158K - $195K
|
34.1K
$1.5M
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8.1KNew |
$320K - $390K
|
8.1K
$357K
|
|
|
Aug 08, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.91KNew |
$233K - $284K
|
5.91K
$260K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-357- 2.21% |
$14.1K - $17.2K
|
15.8K
$697K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-194Closed |
$7.66K - $9.34K
|
0
$0
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
2KNew |
$79K - $96.4K
|
2K
$88.1K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125New |
$4.94K - $6.02K
|
125
$5.5K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-200Closed |
$7.9K - $9.63K
|
0
$0
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.05% |
$158 - $193
|
8.23K
$362K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-523- 2.83% |
$20.6K - $25.2K
|
18K
$790K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
13New |
$513 - $626
|
13
$572
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.81K- 26.1% |
$269K - $328K
|
19.3K
$848K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.64K- 3.47% |
$104K - $127K
|
73.4K
$3.23M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
69New |
$2.72K - $3.32K
|
69
$3.04K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19.8K+ 367.54% |
$781K - $952K
|
25.2K
$1.11M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
5.4KNew |
$213K - $260K
|
5.4K
$238K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.78KNew |
$228K - $278K
|
5.78K
$254K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
419+ 8.98% |
$16.5K - $20.2K
|
5.08K
$224K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6.89K+ 7.95% |
$272K - $332K
|
93.6K
$4.12M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
55KNew |
$2.17M - $2.65M
|
55K
$2.42M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-54- 1.01% |
$2.13K - $2.6K
|
5.29K
$233K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.1KNew |
$43.3K - $52.8K
|
1.1K
$48.2K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.86M- 78.69% |
$113M - $138M
|
776K
$34.1M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-26.5K- 20.47% |
$1.05M - $1.28M
|
103K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
7.96KNew |
$314K - $383K
|
7.96K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-41.5K- 47.97% |
$1.64M - $2M
|
45K
$1.98M
|
|