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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.25K- 8.1% |
$134K - $148K
|
36.9K
$1.66M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.51K+ 37.36% |
$144K - $160K
|
12.9K
$579K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
219+ 2.3% |
$9K - $10K
|
9.72K
$436K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.25K+ 345.58% |
$51.4K - $57.1K
|
1.61K
$72.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.13K+ 15.4% |
$87.4K - $97.1K
|
16K
$716K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
28+ 0.16% |
$1.15K - $1.28K
|
18.1K
$811K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 5.76% |
$4.31K - $4.79K
|
1.93K
$86.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-52- 12.75% |
$2.14K - $2.37K
|
356
$16K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-425- 25.68% |
$17.5K - $19.4K
|
1.23K
$55.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.32K- 2.06% |
$54.4K - $60.4K
|
63.1K
$2.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
39+ 0.11% |
$1.6K - $1.78K
|
34.7K
$1.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-23.1K- 14.04% |
$948K - $1.05M
|
141K
$6.33M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.47K- 43.36% |
$266K - $295K
|
8.45K
$379K
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-2.95K- 6.91% |
$121K - $134K
|
39.7K
$1.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
14+ 0.86% |
$575 - $639
|
1.64K
$73.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-237- 1.87% |
$9.74K - $10.8K
|
12.4K
$558K
|
|
|
Jan 20, 2026
Q4 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
244+ 0.81% |
$10K - $11.1K
|
30.3K
$1.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
12.6K+ 46.67% |
$517K - $574K
|
39.5K
$1.77M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3K+ 20.13% |
$123K - $137K
|
17.9K
$804K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
592+ 85.06% |
$24.3K - $27K
|
1.29K
$57.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.54K+ 6.68% |
$104K - $116K
|
40.5K
$1.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
4.21KNew |
$173K - $192K
|
4.21K
$189K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
77+ 106.94% |
$3.16K - $3.51K
|
149
$6.68K
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
7.28KNew |
$299K - $332K
|
7.28K
$326K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-822- 2.93% |
$33.8K - $37.5K
|
27.2K
$1.22M
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-64- 0.28% |
$2.63K - $2.92K
|
22.4K
$1.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-427- 2.84% |
$17.5K - $19.5K
|
14.6K
$655K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-115- 0.65% |
$4.73K - $5.25K
|
17.6K
$788K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3- 1.12% |
$123 - $137
|
264
$11.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
131+ 0.42% |
$5.38K - $5.98K
|
31.4K
$1.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
718+ 2.54% |
$29.5K - $32.8K
|
29K
$1.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
59.5K+ 150.4% |
$2.45M - $2.72M
|
99.1K
$4.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-926- 3.08% |
$38K - $42.3K
|
29.1K
$1.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-300- 3.97% |
$12.3K - $13.7K
|
7.26K
$326K
|
|
|
Jan 16, 2026
Q4 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-460- 0.14% |
$18.9K - $21K
|
319K
$14.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17.4K+ 30.34% |
$715K - $794K
|
74.8K
$3.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
122+ 1.57% |
$5.01K - $5.57K
|
7.9K
$354K
|
|
|
Jan 16, 2026
Q4 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-16- 0.31% |
$657 - $730
|
5.11K
$229K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.01KNew |
$41.5K - $46.1K
|
1.01K
$45.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.64K- 3.31% |
$67.6K - $75K
|
48K
$2.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.29K+ 44900.0% |
$258K - $287K
|
6.3K
$283K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
227+ 1.06% |
$9.33K - $10.4K
|
21.7K
$975K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-240- 3.23% |
$9.86K - $11K
|
7.18K
$322K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.4K- 3.55% |
$98.6K - $110K
|
65.3K
$2.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-12.6K- 1.32% |
$519K - $577K
|
941K
$42.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7New |
$288 - $319
|
7
$314
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9.3K+ 62.87% |
$382K - $425K
|
24.1K
$1.08M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5K+ 43.91% |
$206K - $228K
|
16.4K
$736K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.06KNew |
$208K - $231K
|
5.06K
$227K
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.11K- 3.7% |
$86.7K - $96.3K
|
54.9K
$2.46M
|
|