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 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.62K+ 0.79% |
$69.4K - $76.3K
|
207K
$9.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
298+ 4.0% |
$12.8K - $14K
|
7.76K
$348K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
4.86KNew |
$208K - $229K
|
4.86K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-59.4K- 13.13% |
$2.54M - $2.8M
|
393K
$17.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
52+ 0.94% |
$2.23K - $2.45K
|
5.58K
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
33New |
$1.41K - $1.55K
|
33
$1.48K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
94+ 62.67% |
$4.03K - $4.42K
|
244
$10.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
250New |
$10.7K - $11.8K
|
250
$11.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.9K- 8.96% |
$167K - $183K
|
39.6K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-6.15K- 4.18% |
$263K - $289K
|
141K
$6.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
34.1K+ 30.16% |
$1.46M - $1.61M
|
147K
$6.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-46- 0.44% |
$1.97K - $2.17K
|
10.5K
$471K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.56KNew |
$195K - $215K
|
4.56K
$204K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.66K- 0.49% |
$114K - $125K
|
544K
$24.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.53K+ 0.86% |
$237K - $260K
|
651K
$29.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.15K- 2.08% |
$49.3K - $54.1K
|
54K
$2.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
942+ 1.24% |
$40.3K - $44.3K
|
76.9K
$3.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-16- 0.97% |
$685 - $753
|
1.63K
$73K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.61K+ 30.82% |
$112K - $123K
|
11.1K
$496K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.58K+ 17.47% |
$67.5K - $74.2K
|
10.6K
$476K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-160- 0.83% |
$6.85K - $7.53K
|
19.1K
$855K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
556+ 3.84% |
$23.8K - $26.2K
|
15K
$675K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
5.27K+ 34.27% |
$226K - $248K
|
20.6K
$926K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-400- 5.41% |
$17.1K - $18.8K
|
7K
$314K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.59K- 3.21% |
$68.2K - $74.9K
|
48K
$2.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-500- 2.56% |
$21.4K - $23.5K
|
19K
$853K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.6K+ 11.25% |
$154K - $169K
|
35.6K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
145+ 48.33% |
$6.21K - $6.83K
|
445
$20K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-51.1K- 18.34% |
$2.19M - $2.41M
|
228K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
BUY
|
- |
174+ 2.09% |
$7.45K - $8.19K
|
8.5K
$381K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
965+ 7.5% |
$41.3K - $45.4K
|
13.8K
$621K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
233+ 4.42% |
$9.98K - $11K
|
5.51K
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.1K- 13.26% |
$133K - $146K
|
20.3K
$910K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
322+ 2.83% |
$13.8K - $15.2K
|
11.7K
$524K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
127+ 0.97% |
$5.44K - $5.98K
|
13.2K
$591K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.37K+ 4.45% |
$102K - $112K
|
55.6K
$2.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-90- 1.72% |
$3.85K - $4.24K
|
5.13K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-113- 0.88% |
$4.84K - $5.32K
|
12.7K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.4K- 2.03% |
$60K - $65.9K
|
67.7K
$3.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.76K- 12.59% |
$161K - $177K
|
26.1K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
248+ 0.54% |
$10.6K - $11.7K
|
46.1K
$2.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.57KNew |
$196K - $215K
|
4.57K
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-46- 4.32% |
$1.97K - $2.17K
|
1.02K
$45.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
214+ 1.72% |
$9.17K - $10.1K
|
12.7K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.77K- 4.36% |
$119K - $130K
|
60.8K
$2.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.16K- 42.88% |
$49.8K - $54.7K
|
1.55K
$69.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.7K+ 6.02% |
$1.4M - $1.54M
|
577K
$25.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-115- 0.33% |
$4.93K - $5.41K
|
34.6K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-720- 2.57% |
$30.8K - $33.9K
|
27.2K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2K- 16.98% |
$85.6K - $94K
|
9.77K
$438K
|
|