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 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-7.11K- 37.55% |
$305K - $335K
|
11.8K
$531K
|
|
|
Oct 28, 2025
Q3 2025
|
Washington Capital Management Inc
|
BUY
|
- |
5K+ 41.67% |
$214K - $235K
|
17K
$763K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
365+ 1140.63% |
$15.6K - $17.2K
|
397
$17.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
15K+ 169.14% |
$642K - $705K
|
23.8K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
7.86K+ 10.43% |
$336K - $370K
|
83.2K
$3.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-218- 2.66% |
$9.34K - $10.3K
|
7.96K
$357K
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-695- 0.44% |
$29.8K - $32.7K
|
156K
$6.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.69K+ 9.86% |
$72.4K - $79.6K
|
18.8K
$845K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
40.4K+ 30.04% |
$1.73M - $1.9M
|
175K
$7.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
847+ 5.34% |
$36.3K - $39.9K
|
16.7K
$749K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-146- 8.61% |
$6.25K - $6.87K
|
1.55K
$69.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.85K- 31.04% |
$250K - $275K
|
13K
$583K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.54K- 3.68% |
$152K - $167K
|
92.8K
$4.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
485+ 0.87% |
$20.8K - $22.8K
|
55.9K
$2.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.22K+ 24.06% |
$95.1K - $105K
|
11.5K
$514K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-22.6K- 21.11% |
$969K - $1.06M
|
84.5K
$3.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-4.26K- 31.97% |
$183K - $201K
|
9.07K
$407K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
43.1KNew |
$1.85M - $2.03M
|
43.1K
$1.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
945+ 1.48% |
$40.5K - $44.5K
|
64.6K
$2.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-10.5K- 50.01% |
$449K - $494K
|
10.5K
$470K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
658+ 4.68% |
$28.2K - $31K
|
14.7K
$660K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 1.12% |
$128 - $141
|
272
$12.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-39.6K- 1.3% |
$1.7M - $1.86M
|
3.01M
$135M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-100- 20.0% |
$4.28K - $4.71K
|
400
$17.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
14+ 5.43% |
$600 - $659
|
272
$12.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.3K+ 4.2% |
$1.77M - $1.94M
|
1.02M
$45.9M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-196- 0.51% |
$8.39K - $9.23K
|
38.2K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
98+ 10.53% |
$4.2K - $4.61K
|
1.03K
$46.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
12.2K+ 10.72% |
$523K - $574K
|
126K
$5.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3- 1.11% |
$128 - $141
|
267
$12K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.56KNew |
$110K - $120K
|
2.56K
$115K
|
|
|
Oct 27, 2025
Q3 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.87K- 12.13% |
$79.9K - $87.8K
|
13.5K
$606K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-93.9K- 26.76% |
$4.02M - $4.42M
|
257K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.3K+ 34.37% |
$1.13M - $1.24M
|
103K
$4.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
624+ 2.02% |
$26.7K - $29.4K
|
31.6K
$1.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.7K+ 8.82% |
$546K - $600K
|
157K
$7.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
6.1KNew |
$261K - $287K
|
6.1K
$274K
|
|
|
Oct 27, 2025
Q3 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-3.02K- 2.34% |
$129K - $142K
|
126K
$5.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
83+ 0.61% |
$3.55K - $3.91K
|
13.6K
$609K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
7+ 1.15% |
$300 - $329
|
617
$27.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
16.9KNew |
$723K - $794K
|
16.9K
$757K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.44K- 10.23% |
$61.6K - $67.7K
|
12.6K
$566K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-840- 6.08% |
$36K - $39.5K
|
13K
$582K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-5.18K- 17.11% |
$222K - $244K
|
25.1K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-9- 0.21% |
$385 - $424
|
4.35K
$195K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
64+ 0.05% |
$2.74K - $3.01K
|
129K
$5.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-142K- 44.82% |
$6.1M - $6.7M
|
175K
$7.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-45.1K- 43.98% |
$1.93M - $2.12M
|
57.4K
$2.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
415+ 24.28% |
$17.8K - $19.5K
|
2.12K
$95.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-120- 0.09% |
$5.14K - $5.65K
|
131K
$5.87M
|
|