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 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
155+ 2.62% |
$6.64K - $7.3K
|
6.06K
$272K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.27K+ 1.07% |
$140K - $154K
|
309K
$13.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
23K+ 0.13% |
$987K - $1.08M
|
17.6M
$789M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-64- 0.47% |
$2.74K - $3.01K
|
13.4K
$603K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.57K+ 50.69% |
$238K - $262K
|
16.6K
$743K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.84K+ 15.13% |
$293K - $322K
|
52K
$2.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-465- 2.08% |
$19.9K - $21.9K
|
21.9K
$984K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-614- 3.12% |
$26.3K - $28.9K
|
19.1K
$856K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-241- 0.85% |
$10.3K - $11.3K
|
28.1K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
X Square Capital, LLC
|
BUY
|
- |
6+ 0.04% |
$257 - $282
|
14.6K
$657K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
495+ 3.52% |
$21.2K - $23.3K
|
14.6K
$654K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
38.9K+ 48.92% |
$1.66M - $1.83M
|
118K
$5.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.28K+ 2.37% |
$97.5K - $107K
|
98.3K
$4.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-607- 4.91% |
$26K - $28.6K
|
11.8K
$527K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
32+ 0.36% |
$1.37K - $1.51K
|
8.81K
$395K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-784- 0.66% |
$33.6K - $36.9K
|
118K
$5.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-541- 18.91% |
$23.2K - $25.5K
|
2.32K
$104K
|
|
|
Nov 10, 2025
Q3 2025
|
Nkcfo LLC
|
BUY
|
- |
38.7KNew |
$1.66M - $1.82M
|
38.7K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.25% |
$8.57K - $9.41K
|
15.8K
$707K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.57K- 6.95% |
$67.1K - $73.7K
|
21K
$940K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.65KNew |
$199K - $219K
|
4.65K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
59.8K+ 58.06% |
$2.56M - $2.81M
|
163K
$7.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.79K+ 27.5% |
$76.5K - $84.1K
|
8.29K
$372K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.67K+ 11.31% |
$71.7K - $78.7K
|
16.5K
$739K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
10.6K+ 6.88% |
$453K - $498K
|
164K
$7.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.59K+ 8.24% |
$282K - $310K
|
86.5K
$3.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.55K- 5.76% |
$66.3K - $72.8K
|
25.3K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
275+ 3.85% |
$11.8K - $12.9K
|
7.41K
$332K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 3.54% |
$385 - $424
|
245
$11K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.81K- 12.19% |
$335K - $368K
|
56.3K
$2.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
247+ 0.25% |
$10.6K - $11.6K
|
100K
$4.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.09K- 1.87% |
$46.9K - $51.5K
|
57.3K
$2.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.31K+ 28.18% |
$185K - $203K
|
19.6K
$880K
|
|
|
Nov 10, 2025
Q3 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
4.42KNew |
$189K - $208K
|
4.42K
$198K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
6.24K+ 19.88% |
$267K - $294K
|
37.6K
$1.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-9.6K- 1.58% |
$411K - $452K
|
597K
$26.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-106- 18.47% |
$4.54K - $4.99K
|
468
$21K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-34- 0.69% |
$1.46K - $1.6K
|
4.92K
$221K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.27K- 17.84% |
$97.1K - $107K
|
10.4K
$468K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-450- 0.12% |
$19.3K - $21.2K
|
372K
$16.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-10.8K- 5.65% |
$463K - $508K
|
180K
$8.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
77.9K+ 3.12% |
$3.33M - $3.66M
|
2.57M
$115M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
20.2K+ 47.18% |
$863K - $949K
|
62.9K
$2.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-68.5K- 65.33% |
$2.93M - $3.22M
|
36.3K
$1.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.41KNew |
$103K - $113K
|
2.41K
$108K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
41.4KNew |
$1.77M - $1.95M
|
41.4K
$1.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-785- 4.96% |
$33.6K - $36.9K
|
15K
$675K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
46+ 0.7% |
$1.97K - $2.17K
|
6.62K
$297K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.67KNew |
$200K - $220K
|
4.67K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$214 - $235
|
5
$224
|
|