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 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.84K- 15.05% |
$293K - $322K
|
38.6K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.27K+ 21.59% |
$54.5K - $59.9K
|
7.17K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
BUY
|
- |
4.44KNew |
$190K - $209K
|
4.44K
$199K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.23K+ 14.38% |
$138K - $152K
|
25.6K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
2.81K+ 51.16% |
$120K - $132K
|
8.31K
$373K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-111- 0.54% |
$4.75K - $5.22K
|
20.3K
$910K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.04K+ 5.0% |
$44.4K - $48.8K
|
21.8K
$976K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-33K- 2.34% |
$1.41M - $1.55M
|
1.38M
$61.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 1.98% |
$45.2K - $49.7K
|
54.4K
$2.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-333- 2.28% |
$14.3K - $15.7K
|
14.3K
$639K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
202K+ 13.91% |
$8.64M - $9.5M
|
1.65M
$74.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
16KNew |
$685K - $752K
|
16K
$717K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
10.6K+ 168.98% |
$455K - $500K
|
16.9K
$759K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
46.4K+ 32.16% |
$1.99M - $2.18M
|
191K
$8.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
61+ 12.58% |
$2.61K - $2.87K
|
546
$24.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.53K- 7.22% |
$65.7K - $72.2K
|
19.7K
$884K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
46New |
$1.97K - $2.17K
|
46
$2.06K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
602+ 0.99% |
$25.8K - $28.3K
|
61.5K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-879- 0.28% |
$37.6K - $41.4K
|
316K
$14.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
969+ 1.42% |
$41.5K - $45.6K
|
69.3K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-59.9K- 79.87% |
$2.57M - $2.82M
|
15.1K
$677K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.54K+ 26.91% |
$408K - $449K
|
45K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-167- 0.81% |
$7.15K - $7.86K
|
20.5K
$919K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
376+ 27.79% |
$16.1K - $17.7K
|
1.73K
$77.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-176- 95.65% |
$7.54K - $8.28K
|
8
$359
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-3.72K- 4.74% |
$159K - $175K
|
74.7K
$3.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-377- 98.43% |
$16.1K - $17.7K
|
6
$269
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
541+ 6.46% |
$23.2K - $25.5K
|
8.91K
$400K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-1.28K- 3.04% |
$54.6K - $60K
|
40.7K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.21K+ 9.7% |
$51.8K - $57K
|
13.7K
$614K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 18.13% |
$44.4K - $48.8K
|
6.75K
$303K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.61K+ 6.25% |
$112K - $123K
|
44.4K
$1.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.87K+ 263.19% |
$123K - $135K
|
3.97K
$178K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
264+ 0.37% |
$11.3K - $12.4K
|
71.3K
$3.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
364K+ 10.17% |
$15.6M - $17.1M
|
3.94M
$177M
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
6.64K+ 0.29% |
$284K - $312K
|
2.26M
$102M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.27K- 10.9% |
$54.4K - $59.8K
|
10.4K
$466K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 0.86% |
$2.14K - $2.35K
|
5.76K
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
11.3KNew |
$482K - $530K
|
11.3K
$505K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-388- 15.58% |
$16.6K - $18.3K
|
2.1K
$94.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-1.71K- 3.86% |
$73.3K - $80.6K
|
42.6K
$1.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.01K+ 30.45% |
$129K - $141K
|
12.9K
$578K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.12% |
$343 - $377
|
6.94K
$312K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
70+ 0.48% |
$3K - $3.29K
|
14.8K
$664K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
10.3K+ 57.22% |
$439K - $483K
|
28.2K
$1.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-970- 6.06% |
$41.5K - $45.7K
|
15K
$675K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-263- 0.42% |
$11.3K - $12.4K
|
62.8K
$2.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
495K+ 11.32% |
$21.2M - $23.3M
|
4.87M
$218M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-4.72K- 10.72% |
$202K - $222K
|
39.3K
$1.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.03% |
$257 - $282
|
22.3K
$999K
|
|