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 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-176- 0.6% |
$6.12K - $7.57K
|
29K
$1.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-212- 4.9% |
$7.38K - $9.11K
|
4.11K
$188K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-217- 12.34% |
$7.55K - $9.33K
|
1.54K
$70.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-219- 75.26% |
$7.62K - $9.41K
|
72
$3.29K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-258- 2.63% |
$8.98K - $11.1K
|
9.54K
$436K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-273- 5.23% |
$9.5K - $11.7K
|
4.95K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-281- 1.72% |
$9.78K - $12.1K
|
16K
$732K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-334- 0.6% |
$11.6K - $14.4K
|
55.3K
$2.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-350- 2.31% |
$12.2K - $15K
|
14.8K
$675K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-436- 1.29% |
$15.2K - $18.7K
|
33.3K
$1.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-467- 4.76% |
$16.2K - $20.1K
|
9.35K
$427K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-503- 6.89% |
$17.5K - $21.6K
|
6.8K
$310K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-517- 9.44% |
$18K - $22.2K
|
4.96K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-517- 0.99% |
$18K - $22.2K
|
51.5K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-526- 4.21% |
$18.3K - $22.6K
|
12K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-557- 6.41% |
$19.4K - $23.9K
|
8.13K
$371K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-670- 3.44% |
$23.3K - $28.8K
|
18.8K
$860K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-682- 5.06% |
$23.7K - $29.3K
|
12.8K
$584K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-698- 1.69% |
$24.3K - $30K
|
40.5K
$1.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-705- 26.81% |
$24.5K - $30.3K
|
1.93K
$87.9K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-709- 2.16% |
$24.7K - $30.5K
|
32.1K
$1.46M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-865- 48.16% |
$30.1K - $37.2K
|
931
$42.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.09K- 16.21% |
$37.8K - $46.7K
|
5.61K
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.2K- 58.28% |
$41.7K - $51.6K
|
859
$39.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.35K- 5.69% |
$47K - $58.1K
|
22.4K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.44K- 21.69% |
$50.2K - $62K
|
5.21K
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.47K- 0.85% |
$51.1K - $63.1K
|
171K
$7.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.5K- 46.73% |
$52.2K - $64.4K
|
1.71K
$78.1K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-1.53K- 2.62% |
$53.1K - $65.6K
|
56.7K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.02K- 2.57% |
$70.3K - $86.9K
|
76.5K
$3.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.14K- 4.88% |
$74.3K - $91.8K
|
41.6K
$1.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.15K- 1.1% |
$74.7K - $92.3K
|
193K
$8.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.38K- 21.88% |
$82.6K - $102K
|
8.48K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.5K- 18.06% |
$87K - $107K
|
11.3K
$518K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.6K- 7.03% |
$125K - $155K
|
47.6K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.6K- 33.19% |
$125K - $155K
|
7.25K
$331K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-4.48K- 12.9% |
$156K - $193K
|
30.3K
$1.38M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.54K- 11.73% |
$158K - $195K
|
34.1K
$1.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-4.94K- 49.45% |
$172K - $212K
|
5.05K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.27K- 8.65% |
$183K - $226K
|
55.6K
$2.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-5.96K- 4.41% |
$207K - $256K
|
129K
$5.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-6.19K- 6.28% |
$215K - $266K
|
92.4K
$4.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.68K- 8.89% |
$232K - $287K
|
68.5K
$3.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-6.98K- 16.54% |
$243K - $300K
|
35.2K
$1.61M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-10.1K- 16.56% |
$351K - $434K
|
50.9K
$2.32M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-10.8K- 8.36% |
$376K - $465K
|
119K
$5.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-11K- 99.91% |
$383K - $473K
|
10
$457
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-13.5K- 13.4% |
$470K - $581K
|
87.3K
$3.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-14.6K- 2.66% |
$509K - $629K
|
534K
$24.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-17K- 44.48% |
$591K - $731K
|
21.2K
$969K
|