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 05, 2025
Q3 2025
|
Homestead Advisers Corp
|
SELL
|
- |
-226K- 21.43% |
$9.7M - $10.7M
|
830K
$37.2M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.66K+ 11.0% |
$114K - $125K
|
26.8K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
447+ 2.84% |
$19.1K - $21K
|
16.2K
$726K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.17% |
$385 - $424
|
5.36K
$241K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
271+ 1.41% |
$11.6K - $12.8K
|
19.5K
$874K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.25K- 28.49% |
$53.5K - $58.8K
|
3.14K
$141K
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-373- 0.71% |
$16K - $17.6K
|
52.4K
$2.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
88+ 77.19% |
$3.77K - $4.14K
|
202
$9.06K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.6K- 2.75% |
$111K - $122K
|
91.9K
$4.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
152+ 1.2% |
$6.51K - $7.15K
|
12.8K
$576K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
100New |
$4.28K - $4.71K
|
100
$4.49K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-7.3K- 1.9% |
$313K - $344K
|
377K
$16.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-59.4K- 85.04% |
$2.54M - $2.8M
|
10.4K
$469K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-637- 0.62% |
$27.3K - $30K
|
101K
$4.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-24.3K- 46.73% |
$1.04M - $1.14M
|
27.7K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-550- 8.22% |
$23.6K - $25.9K
|
6.14K
$276K
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
7.06K+ 15.3% |
$302K - $332K
|
53.2K
$2.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-60.2K- 9.99% |
$2.58M - $2.83M
|
543K
$24.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-92- 3.07% |
$3.94K - $4.33K
|
2.91K
$130K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.25K+ 4.81% |
$53.3K - $58.6K
|
27.1K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.36K- 7.63% |
$58.2K - $64K
|
16.5K
$738K
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.6KNew |
$197K - $217K
|
4.6K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-147- 0.67% |
$6.3K - $6.92K
|
21.7K
$972K
|
|
|
Nov 05, 2025
Q3 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
1.01K+ 10.45% |
$43.3K - $47.6K
|
10.7K
$479K
|
|
|
Nov 05, 2025
Q3 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-88.8K- 12.21% |
$3.8M - $4.18M
|
638K
$28.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.6K+ 30.22% |
$240K - $263K
|
24.1K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-18- 10.34% |
$771 - $847
|
156
$7K
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.58K+ 21.6% |
$196K - $215K
|
25.8K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.62K+ 25.2% |
$69.5K - $76.4K
|
8.06K
$362K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.99K+ 11.41% |
$85.4K - $93.9K
|
19.5K
$873K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
6.32K+ 2.18% |
$271K - $297K
|
296K
$13.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.92K+ 163.12% |
$339K - $373K
|
12.8K
$573K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.68K- 11.46% |
$115K - $126K
|
20.7K
$929K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.5K+ 18.62% |
$1.14M - $1.25M
|
169K
$7.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10.7K+ 2.6% |
$459K - $504K
|
422K
$18.9M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.01K- 1.69% |
$129K - $142K
|
175K
$7.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-5.25K- 21.57% |
$225K - $247K
|
19.1K
$857K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
353+ 1.27% |
$15.1K - $16.6K
|
28.2K
$1.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
151+ 9.25% |
$6.47K - $7.11K
|
1.78K
$80K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-1.23K- 16.96% |
$52.9K - $58.1K
|
6.04K
$271K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
13.1K+ 14.47% |
$559K - $615K
|
103K
$4.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 19.24% |
$67.9K - $74.6K
|
9.82K
$441K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-225- 0.46% |
$9.64K - $10.6K
|
48.2K
$2.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.25K+ 10.03% |
$53.7K - $59K
|
13.7K
$617K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.5K- 21.5% |
$705K - $774K
|
60.1K
$2.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
29.2K+ 9.73% |
$1.25M - $1.37M
|
329K
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5.15KNew |
$220K - $242K
|
5.15K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.38K- 3.5% |
$59.1K - $65K
|
38.1K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.75K+ 24.9% |
$75.1K - $82.6K
|
8.8K
$395K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.37K- 11.18% |
$102K - $112K
|
18.8K
$845K
|
|