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
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
53+ 22.46% |
$2.27K - $2.49K
|
289
$13K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-16.3KClosed |
$700K - $769K
|
0
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-54.4K- 5.79% |
$2.33M - $2.56M
|
885K
$39.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.6K+ 18.84% |
$68.4K - $75.2K
|
10.1K
$452K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9+ 2.15% |
$385 - $424
|
427
$19.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-584- 7.67% |
$25K - $27.5K
|
7.03K
$315K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.7M- 60.04% |
$930M - $1.02B
|
14.5M
$648M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-607- 9.6% |
$26K - $28.6K
|
5.72K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
130+ 1.29% |
$5.57K - $6.12K
|
10.2K
$456K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-164- 66.94% |
$7.02K - $7.72K
|
81
$3.63K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.13% |
$85.7 - $94.1
|
1.54K
$69.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
119+ 0.18% |
$5.1K - $5.6K
|
65.8K
$2.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-679- 1.63% |
$29.1K - $32K
|
41.1K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-130- 0.89% |
$5.57K - $6.12K
|
14.4K
$646K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.8K+ 21.99% |
$76.9K - $84.5K
|
9.96K
$447K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.4M- 1.16% |
$60M - $65.9M
|
119M
$5.34B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.17K- 4.32% |
$49.9K - $54.8K
|
25.8K
$1.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
57.9K+ 45.31% |
$2.48M - $2.73M
|
186K
$8.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.43K+ 6.55% |
$61.1K - $67.1K
|
23.2K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.43M+ 164.04% |
$61.4M - $67.5M
|
2.31M
$104M
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
SELL
|
- |
-1.06K- 2.58% |
$45.4K - $49.9K
|
40K
$1.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.25K+ 2.48% |
$225K - $247K
|
217K
$9.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 0.05% |
$214 - $235
|
10.3K
$462K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-16.9K- 31.21% |
$722K - $793K
|
37.1K
$1.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.45K- 4.27% |
$105K - $115K
|
54.8K
$2.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Park Circle CO
|
SELL
|
- |
-11.2K- 33.54% |
$482K - $529K
|
22.3K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
83+ 0.45% |
$3.55K - $3.91K
|
18.6K
$837K
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-356- 3.49% |
$15.2K - $16.8K
|
9.83K
$441K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.24K- 10.68% |
$95.9K - $105K
|
18.7K
$841K
|
|
|
Nov 07, 2025
Q3 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-4.22K- 18.02% |
$181K - $199K
|
19.2K
$862K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
472+ 1.19% |
$20.2K - $22.2K
|
40.3K
$1.81M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.16K- 2.36% |
$92.5K - $102K
|
89.4K
$4.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.55K- 11.56% |
$109K - $120K
|
19.5K
$875K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.94K- 1.06% |
$212K - $233K
|
459K
$20.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-602- 4.53% |
$25.8K - $28.3K
|
12.7K
$569K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
423+ 2.45% |
$18.1K - $19.9K
|
17.7K
$793K
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
780+ 0.26% |
$33.4K - $36.7K
|
303K
$13.6M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.1K+ 79.94% |
$476K - $523K
|
25K
$1.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-28.4K- 6.73% |
$1.22M - $1.34M
|
394K
$17.7M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
116K+ 94.17% |
$4.96M - $5.45M
|
239K
$10.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
12.4KNew |
$531K - $584K
|
12.4K
$556K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-289- 0.8% |
$12.4K - $13.6K
|
36K
$1.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.97K- 24.76% |
$127K - $140K
|
9.01K
$404K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
482K+ 55.4% |
$20.6M - $22.7M
|
1.35M
$60.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-475- 1.22% |
$20.3K - $22.4K
|
38.4K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
686+ 9.43% |
$29.4K - $32.3K
|
7.96K
$357K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-132- 2.21% |
$5.65K - $6.21K
|
5.84K
$262K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
114+ 1.89% |
$4.88K - $5.37K
|
6.15K
$276K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-833- 12.5% |
$35.7K - $39.2K
|
5.83K
$262K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
159+ 13.9% |
$6.81K - $7.48K
|
1.3K
$58.5K
|
|