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 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
813K+ 8.44% |
$34.8M - $38.3M
|
10.4M
$469M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.49K- 15.88% |
$149K - $164K
|
18.5K
$828K
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-61.5K- 35.61% |
$2.63M - $2.89M
|
111K
$4.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-100- 1.19% |
$4.28K - $4.71K
|
8.29K
$372K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.5K+ 13.75% |
$962K - $1.06M
|
186K
$8.33M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-127K- 7.73% |
$5.42M - $5.96M
|
1.51M
$67.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.06K+ 3.38% |
$45.5K - $50K
|
32.5K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.34K+ 20.13% |
$100K - $110K
|
13.9K
$626K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
237+ 6.78% |
$10.2K - $11.2K
|
3.73K
$167K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1.5K- 3.56% |
$64.2K - $70.6K
|
40.7K
$1.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 3.82% |
$574K - $630K
|
364K
$16.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.53KNew |
$194K - $213K
|
4.53K
$203K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
8+ 0.03% |
$343 - $377
|
23K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
282+ 6.75% |
$12.1K - $13.3K
|
4.46K
$200K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.07K- 46.93% |
$45.9K - $50.4K
|
1.21K
$54.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20.1K+ 4.07% |
$862K - $948K
|
514K
$23.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-110- 0.67% |
$4.71K - $5.18K
|
16.3K
$733K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.95K- 17.3% |
$298K - $327K
|
33.2K
$1.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.32K- 5.31% |
$56.6K - $62.2K
|
23.5K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
35+ 0.38% |
$1.5K - $1.65K
|
9.3K
$417K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-40- 1.89% |
$1.71K - $1.88K
|
2.08K
$93.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
91New |
$3.9K - $4.28K
|
91
$4.08K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
619New |
$26.5K - $29.1K
|
619
$27.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
400+ 0.9% |
$17.1K - $18.8K
|
44.9K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-388- 0.1% |
$16.6K - $18.3K
|
382K
$17.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-765- 4.63% |
$32.8K - $36K
|
15.7K
$706K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
53.3K+ 730.35% |
$2.28M - $2.51M
|
60.6K
$2.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
45+ 0.36% |
$1.93K - $2.12K
|
12.5K
$562K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.15K- 4.69% |
$49.1K - $53.9K
|
23.3K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
288+ 3.3% |
$12.3K - $13.6K
|
9.01K
$404K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
927+ 0.37% |
$39.7K - $43.6K
|
253K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6+ 1.85% |
$257 - $282
|
330
$14.8K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
85.8K+ 2.6% |
$3.68M - $4.04M
|
3.38M
$152M
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
4.47K+ 15.26% |
$191K - $210K
|
33.8K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-4.26K- 99.05% |
$182K - $200K
|
41
$1.84K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-21K- 3.76% |
$900K - $990K
|
539K
$24.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-24.1K- 4.98% |
$1.03M - $1.14M
|
461K
$20.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.1K+ 27.92% |
$691K - $759K
|
73.9K
$3.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
976+ 2.18% |
$41.8K - $45.9K
|
45.8K
$2.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.5K+ 1.54% |
$321K - $353K
|
494K
$22.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.24K+ 8.94% |
$95.9K - $105K
|
27.3K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.36K- 2.2% |
$230K - $252K
|
238K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-320- 4.98% |
$13.7K - $15.1K
|
6.11K
$274K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.2K+ 25.19% |
$180K - $198K
|
20.9K
$937K
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-200- 0.6% |
$8.57K - $9.41K
|
33.1K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15.6K- 6.84% |
$670K - $736K
|
213K
$9.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
21+ 0.23% |
$899 - $988
|
9.32K
$418K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 1.32% |
$214 - $235
|
384
$17.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.74K+ 7.96% |
$74.3K - $81.7K
|
23.5K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.59K- 0.64% |
$68.1K - $74.8K
|
245K
$11M
|
|