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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
2.63M+ 203.06% |
$112M - $124M
|
3.92M
$176M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
381New |
$16.3K - $17.9K
|
381
$17.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-20- 0.14% |
$857 - $941
|
14.1K
$632K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.1K+ 15.81% |
$560K - $616K
|
95.8K
$4.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
57+ 17.38% |
$2.44K - $2.68K
|
385
$17.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-458- 0.78% |
$19.6K - $21.6K
|
58.5K
$2.62M
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-30- 0.11% |
$1.28K - $1.41K
|
27.2K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.1K+ 18.97% |
$261K - $287K
|
38.2K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
650+ 4.66% |
$27.8K - $30.6K
|
14.6K
$655K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-838- 5.85% |
$35.9K - $39.4K
|
13.5K
$606K
|
|
|
Oct 29, 2025
Q3 2025
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
600KNew |
$25.7M - $28.2M
|
600K
$26.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8.14K- 3.22% |
$349K - $383K
|
245K
$11M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
231+ 4.07% |
$9.89K - $10.9K
|
5.9K
$265K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-653- 8.08% |
$28K - $30.7K
|
7.42K
$333K
|
|
|
Oct 29, 2025
Q3 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
1.57K+ 0.19% |
$67.2K - $73.9K
|
843K
$37.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.29K+ 5.7% |
$55.1K - $60.5K
|
23.9K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.82KNew |
$206K - $227K
|
4.82K
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43.6K+ 5.75% |
$1.87M - $2.05M
|
803K
$36M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
37KNew |
$1.58M - $1.74M
|
37K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
194+ 2.17% |
$8.31K - $9.13K
|
9.14K
$410K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
49.5KNew |
$2.12M - $2.33M
|
49.5K
$2.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.31K+ 2.59% |
$98.8K - $109K
|
91.3K
$4.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.9K+ 11.74% |
$510K - $560K
|
113K
$5.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
40.1KNew |
$1.72M - $1.89M
|
40.1K
$1.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.18% |
$385 - $424
|
5.05K
$227K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.8K+ 10.4% |
$849K - $933K
|
210K
$9.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.7K- 4.42% |
$72.8K - $80K
|
36.7K
$1.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-95- 7.28% |
$4.07K - $4.47K
|
1.21K
$54.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-247- 8.45% |
$10.6K - $11.6K
|
2.68K
$120K
|
|
|
Oct 29, 2025
Q3 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-25.7K- 5.57% |
$1.1M - $1.21M
|
437K
$19.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.25KNew |
$96.4K - $106K
|
2.25K
$101K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-117- 1.81% |
$5.01K - $5.51K
|
6.33K
$284K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
20+ 0.18% |
$857 - $941
|
11.1K
$500K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.48KNew |
$192K - $211K
|
4.48K
$201K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.97KNew |
$213K - $234K
|
4.97K
$223K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
4.51KNew |
$193K - $212K
|
4.51K
$202K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.2K+ 52.74% |
$180K - $198K
|
12.2K
$546K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.68K+ 33.89% |
$71.9K - $79K
|
6.63K
$297K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-991- 8.24% |
$42.4K - $46.6K
|
11K
$495K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 0.28% |
$642 - $706
|
5.29K
$237K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
137+ 1.81% |
$5.87K - $6.45K
|
7.71K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
170+ 3.03% |
$7.28K - $8K
|
5.77K
$259K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
308+ 1.15% |
$13.2K - $14.5K
|
27.1K
$1.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-390- 0.37% |
$16.7K - $18.4K
|
106K
$4.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-5.75K- 95.34% |
$246K - $271K
|
281
$12.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-100- 0.32% |
$4.28K - $4.71K
|
31.3K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-800- 0.36% |
$34.3K - $37.7K
|
220K
$9.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-4.41K- 22.57% |
$189K - $208K
|
15.1K
$679K
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-610- 5.56% |
$26.1K - $28.7K
|
10.4K
$465K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-7.48K- 1.07% |
$320K - $352K
|
692K
$31.1M
|
|