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 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-923- 21.74% |
$37.9K - $42.1K
|
3.32K
$149K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
331+ 6.91% |
$13.6K - $15.1K
|
5.12K
$230K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.33KNew |
$54.8K - $60.9K
|
1.33K
$59.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-143- 3.35% |
$5.88K - $6.53K
|
4.13K
$185K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.77K+ 28.23% |
$155K - $172K
|
17.1K
$769K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1- -0.0% |
$41.1 - $45.6
|
34.6K
$1.55M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.23K+ 41.08% |
$133K - $147K
|
11.1K
$497K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
BUY
|
- |
5.21K+ 68.17% |
$214K - $238K
|
12.8K
$576K
|
|
|
Jan 21, 2026
Q4 2025
|
Edmp, Inc.
|
SELL
|
- |
-637- 0.96% |
$26.2K - $29.1K
|
65.5K
$2.94M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.43K- 4.95% |
$99.6K - $111K
|
46.5K
$2.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
58+ 80.56% |
$2.38K - $2.65K
|
130
$5.83K
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
134New |
$5.51K - $6.12K
|
134
$6.01K
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
333New |
$13.7K - $15.2K
|
333
$14.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
168+ 8.05% |
$6.9K - $7.67K
|
2.26K
$101K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
55+ 0.27% |
$2.26K - $2.51K
|
20.7K
$929K
|
|
|
Jan 21, 2026
Q4 2025
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
10.1KNew |
$417K - $463K
|
10.1K
$455K
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
355+ 6.45% |
$14.6K - $16.2K
|
5.86K
$263K
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
10.6KNew |
$435K - $483K
|
10.6K
$475K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.21K- 0.93% |
$90.8K - $101K
|
236K
$10.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-684- 1.95% |
$28.1K - $31.2K
|
34.3K
$1.54M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
347+ 0.77% |
$14.3K - $15.8K
|
45.3K
$2.03M
|
|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
17.4KNew |
$714K - $793K
|
17.4K
$780K
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.95K+ 45.78% |
$203K - $226K
|
15.8K
$707K
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
16New |
$657 - $730
|
16
$718
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
180New |
$7.4K - $8.22K
|
180
$8.07K
|
|
|
Jan 21, 2026
Q4 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-335- 2.88% |
$13.8K - $15.3K
|
11.3K
$507K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26K+ 197.09% |
$1.07M - $1.18M
|
39.1K
$1.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-1.31K- 3.33% |
$53.9K - $59.9K
|
38.1K
$1.71M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10.4K- 6.2% |
$427K - $474K
|
157K
$7.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.41K+ 28.91% |
$263K - $293K
|
28.6K
$1.28M
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
8+ 2.94% |
$329 - $365
|
280
$12.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
5.13K+ 46.75% |
$211K - $234K
|
16.1K
$723K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.63K+ 3.95% |
$149K - $166K
|
95.6K
$4.29M
|
|
|
Jan 21, 2026
Q4 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
264+ 1.38% |
$10.8K - $12K
|
19.3K
$867K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
101+ 26.51% |
$4.15K - $4.61K
|
482
$21.6K
|
|
|
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
|
|