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 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
541+ 1.32% |
$23.2K - $25.5K
|
41.5K
$1.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 3.85% |
$55.5K - $61K
|
32.3K
$1.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3K- 86.98% |
$128K - $141K
|
449
$20.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.26K+ 23.62% |
$54K - $59.3K
|
6.6K
$296K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-7- 0.1% |
$300 - $329
|
6.83K
$307K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.8K+ 5.4% |
$463K - $509K
|
211K
$9.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-55.4K- 3.75% |
$2.37M - $2.61M
|
1.42M
$63.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
5.24KNew |
$225K - $247K
|
5.24K
$235K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 0.81% |
$85.7 - $94.1
|
246
$11K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
138+ 50.55% |
$5.91K - $6.5K
|
411
$18.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
50+ 6.38% |
$2.14K - $2.35K
|
834
$37.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
89+ 9.58% |
$3.81K - $4.19K
|
1.02K
$45.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.7K+ 18.46% |
$159K - $174K
|
23.8K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.85% |
$4.28K - $4.71K
|
11.6K
$522K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5.6K- 4.23% |
$240K - $264K
|
127K
$5.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.97K+ 64.62% |
$127K - $140K
|
7.57K
$340K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
210New |
$8.99K - $9.88K
|
210
$9.42K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-2.13K- 5.83% |
$91.1K - $100K
|
34.3K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-12.1K- 1.33% |
$517K - $569K
|
898K
$40.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.14K- 18.35% |
$91.4K - $100K
|
9.5K
$426K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
22.5KNew |
$964K - $1.06M
|
22.5K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
179New |
$7.67K - $8.43K
|
179
$8.03K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.41K- 5.42% |
$60.3K - $66.3K
|
24.6K
$1.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.84K- 16.53% |
$122K - $134K
|
14.3K
$644K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-704- 65.86% |
$30.2K - $33.1K
|
365
$16.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.78K- 0.99% |
$205K - $225K
|
478K
$21.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.33K+ 15.01% |
$185K - $204K
|
33.2K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
11.3K+ 374.88% |
$482K - $530K
|
14.3K
$640K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.17K- 9.02% |
$264K - $291K
|
62.3K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
8New |
$343 - $377
|
8
$359
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
17.5K+ 3.82% |
$750K - $824K
|
476K
$21.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-2.75K- 31.11% |
$118K - $129K
|
6.09K
$273K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 2.21% |
$45K - $49.4K
|
48.6K
$2.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.91KNew |
$210K - $231K
|
4.91K
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
2.81K+ 29.72% |
$120K - $132K
|
12.3K
$551K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
106+ 0.7% |
$4.54K - $4.99K
|
15.2K
$682K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
35.4K+ 29.79% |
$1.52M - $1.67M
|
154K
$6.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
406+ 5.95% |
$17.4K - $19.1K
|
7.23K
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
23+ 0.27% |
$985 - $1.08K
|
8.43K
$378K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-30- 0.16% |
$1.28K - $1.41K
|
18.8K
$843K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
287K+ 3760.4% |
$12.3M - $13.5M
|
294K
$13.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35.2K+ 15.66% |
$1.51M - $1.66M
|
260K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
327+ 2.81% |
$14K - $15.4K
|
12K
$537K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-70- 0.63% |
$3K - $3.29K
|
11.1K
$499K
|
|
|
Oct 23, 2025
Q3 2025
|
Coerente Capital Management
|
BUY
|
- |
4.12K+ 1.26% |
$176K - $194K
|
331K
$14.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-790- 6.06% |
$33.8K - $37.2K
|
12.3K
$550K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-237- 1.46% |
$10.2K - $11.2K
|
15.9K
$715K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
37.6KNew |
$1.61M - $1.77M
|
37.6K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
887New |
$38K - $41.8K
|
887
$39.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.62K+ 0.79% |
$69.4K - $76.3K
|
207K
$9.28M
|
|