Purchases and Sales Made in Q2 2025 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q2 2025. The information is specifically focused on institutions that hold shares of TRUIST FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
722+ 1.5% |
$25.1K - $31K
|
49K
$2.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
611+ 0.54% |
$21.3K - $26.3K
|
114K
$5.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
584+ 7.6% |
$20.3K - $25.1K
|
8.27K
$378K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
426+ 1.66% |
$14.8K - $18.3K
|
26.1K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
424New |
$14.8K - $18.2K
|
424
$19.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
402+ 1.99% |
$14K - $17.3K
|
20.6K
$941K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
371+ 7.47% |
$12.9K - $15.9K
|
5.34K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
361+ 3.4% |
$12.6K - $15.5K
|
11K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
357+ 4.18% |
$12.4K - $15.3K
|
8.9K
$407K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
343+ 5.62% |
$11.9K - $14.7K
|
6.44K
$294K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
330+ 2.58% |
$11.5K - $14.2K
|
13.1K
$600K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
315+ 6.38% |
$11K - $13.5K
|
5.26K
$240K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
313+ 1.66% |
$10.9K - $13.5K
|
19.2K
$877K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
242+ 0.39% |
$8.42K - $10.4K
|
62.1K
$2.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
226+ 0.19% |
$7.86K - $9.72K
|
121K
$5.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
220+ 0.56% |
$7.65K - $9.46K
|
39.7K
$1.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
215+ 11.76% |
$7.48K - $9.24K
|
2.04K
$93.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
211+ 0.93% |
$7.34K - $9.07K
|
23K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
196+ 0.12% |
$6.82K - $8.43K
|
161K
$7.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
195+ 2.55% |
$6.78K - $8.38K
|
7.86K
$359K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
166+ 1.71% |
$5.78K - $7.14K
|
9.87K
$451K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
165+ 0.78% |
$5.74K - $7.09K
|
21.4K
$976K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
139New |
$4.84K - $5.98K
|
139
$6.35K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
122+ 1.33% |
$4.24K - $5.24K
|
9.32K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
114+ 63.33% |
$3.97K - $4.9K
|
294
$13.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
101+ 1.37% |
$3.51K - $4.34K
|
7.46K
$341K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
81+ 1.49% |
$2.82K - $3.48K
|
5.53K
$252K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
75+ 1.03% |
$2.61K - $3.22K
|
7.37K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
52+ 0.48% |
$1.81K - $2.24K
|
10.8K
$494K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47+ 1.26% |
$1.64K - $2.02K
|
3.78K
$173K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
37+ 0.28% |
$1.29K - $1.59K
|
13.3K
$609K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
33+ 0.16% |
$1.15K - $1.42K
|
21K
$958K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.42% |
$939 - $1.16K
|
6.4K
$292K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.17% |
$487 - $602
|
8.32K
$380K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
13+ 0.07% |
$452 - $559
|
18.1K
$826K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.15% |
$313 - $387
|
791
$36.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.52% |
$244 - $301
|
1.35K
$61.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7+ 0.13% |
$244 - $301
|
5.58K
$255K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-4- 0.32% |
$139 - $172
|
1.24K
$56.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 1.82% |
$174 - $215
|
270
$12.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-14- 2.84% |
$487 - $602
|
479
$21.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-21- 0.42% |
$731 - $903
|
4.95K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-94- 28.48% |
$3.27K - $4.04K
|
236
$10.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-102- 1.67% |
$3.55K - $4.38K
|
6K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-120- 1.79% |
$4.17K - $5.16K
|
6.6K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-120- 0.1% |
$4.17K - $5.16K
|
124K
$5.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-121- 1.19% |
$4.21K - $5.2K
|
10.1K
$460K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-129- 4.23% |
$4.49K - $5.55K
|
2.92K
$134K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-147- 2.28% |
$5.11K - $6.32K
|
6.31K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-163- 1.09% |
$5.67K - $7.01K
|
14.8K
$674K
|