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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-648- 1.97% |
$27.8K - $30.5K
|
32.3K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 1.0% |
$300 - $329
|
704
$31.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
690+ 4.01% |
$29.6K - $32.5K
|
17.9K
$803K
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.94K+ 7.12% |
$83K - $91.3K
|
29.2K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-25.9K- 8.72% |
$1.11M - $1.22M
|
271K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.87K+ 14.69% |
$80.1K - $88.1K
|
14.6K
$655K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.11KNew |
$47.4K - $52.1K
|
1.11K
$49.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
29.8K+ 95.81% |
$1.28M - $1.4M
|
61K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-13.5K- 35.74% |
$578K - $635K
|
24.3K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-700- 4.19% |
$30K - $32.9K
|
16K
$718K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16.1K- 14.41% |
$689K - $758K
|
95.6K
$4.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.68M- 30.75% |
$71.9M - $79M
|
3.78M
$170M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
38+ 0.07% |
$1.63K - $1.79K
|
58.3K
$2.62M
|
|
|
Nov 12, 2025
Q3 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.68K+ 2.85% |
$158K - $173K
|
133K
$5.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.93K+ 12.73% |
$82.7K - $90.8K
|
17.1K
$767K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
423+ 7.89% |
$18.1K - $19.9K
|
5.79K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
5.47KNew |
$234K - $258K
|
5.47K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-110K- 53.8% |
$4.71M - $5.18M
|
94.5K
$4.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
2.3KNew |
$98.5K - $108K
|
2.3K
$103K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.56K- 1.99% |
$66.6K - $73.2K
|
76.4K
$3.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
5.45KNew |
$233K - $256K
|
5.45K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
18.8K+ 131.39% |
$807K - $887K
|
33.2K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
89.2K+ 38.34% |
$3.82M - $4.2M
|
322K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8.99KNew |
$385K - $423K
|
8.99K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
208+ 0.53% |
$8.91K - $9.79K
|
39.4K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.98K+ 0.21% |
$84.7K - $93.1K
|
952K
$42.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.17K+ 18.91% |
$93K - $102K
|
13.7K
$613K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.12K+ 1.91% |
$348K - $382K
|
434K
$19.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
46+ 0.2% |
$1.97K - $2.17K
|
23.3K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.17K+ 54.48% |
$136K - $149K
|
8.98K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
9.3KNew |
$398K - $438K
|
9.3K
$417K
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
349K+ 159.14% |
$14.9M - $16.4M
|
568K
$25.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.99K- 65.68% |
$85K - $93.4K
|
1.04K
$46.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-2.32K- 38.3% |
$99.2K - $109K
|
3.73K
$167K
|
|
|
Nov 12, 2025
Q3 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
2.09K+ 17.09% |
$89.3K - $98.1K
|
14.3K
$641K
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-390- 8.41% |
$16.7K - $18.4K
|
4.25K
$190K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-5.37K- 36.01% |
$230K - $253K
|
9.55K
$428K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
63New |
$2.7K - $2.97K
|
63
$2.83K
|
|
|
Nov 10, 2025
Q3 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
9.88KNew |
$423K - $465K
|
9.88K
$443K
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.51KNew |
$64.7K - $71.1K
|
1.51K
$67.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
35+ 0.28% |
$1.5K - $1.65K
|
12.6K
$565K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-821- 8.71% |
$35.2K - $38.6K
|
8.61K
$386K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-956K- 41.3% |
$41M - $45M
|
1.36M
$61M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
PUT |
425K+ 224.04% |
$18.2M - $20M
|
615K
$27.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
17.4K+ 6.17% |
$745K - $819K
|
299K
$13.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-27.4K- 64.52% |
$1.18M - $1.29M
|
15.1K
$677K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
7.01KNew |
$300K - $330K
|
7.01K
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.22K+ 3.28% |
$52.3K - $57.4K
|
38.4K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.8K- 11.3% |
$77K - $84.6K
|
14.1K
$633K
|
|
|
Nov 10, 2025
Q3 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5K+ 4.63% |
$214K - $235K
|
113K
$5.07M
|
|