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 21, 2025
Q3 2025
|
Edmp, Inc.
|
BUY
|
- |
1.07K+ 1.64% |
$45.9K - $50.4K
|
66.2K
$2.97M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
380+ 333.33% |
$16.3K - $17.9K
|
494
$22.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-122- 1.84% |
$5.23K - $5.74K
|
6.5K
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.98K+ 9.79% |
$84.7K - $93.1K
|
22.2K
$995K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
85.2K+ 80.63% |
$3.65M - $4.01M
|
191K
$8.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-424- 20.39% |
$18.2K - $20K
|
1.66K
$74.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-100- 0.64% |
$4.28K - $4.71K
|
15.5K
$695K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
189+ 1.26% |
$8.09K - $8.9K
|
15.1K
$680K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
11+ 0.16% |
$471 - $518
|
7K
$314K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
76.9K+ 1327.65% |
$3.29M - $3.62M
|
82.7K
$3.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
56+ 0.16% |
$2.4K - $2.64K
|
35K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.06% |
$171 - $188
|
6.62K
$297K
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.54K+ 2.45% |
$109K - $120K
|
106K
$4.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.45K- 3.21% |
$233K - $256K
|
164K
$7.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
326+ 0.87% |
$14K - $15.3K
|
38K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
67.7KNew |
$2.9M - $3.19M
|
67.7K
$3.04M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
13+ 0.09% |
$557 - $612
|
14.4K
$644K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-143- 0.13% |
$6.12K - $6.73K
|
108K
$4.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.06K+ 1.9% |
$45.4K - $49.8K
|
56.7K
$2.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-223K- 83.1% |
$9.54M - $10.5M
|
45.3K
$2.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
12New |
$514 - $565
|
12
$538
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.14K+ 12.31% |
$306K - $336K
|
65.1K
$2.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
91+ 3.55% |
$3.9K - $4.28K
|
2.66K
$119K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-554- 6.13% |
$23.7K - $26.1K
|
8.48K
$381K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-4.82K- 17.04% |
$207K - $227K
|
23.5K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-43- 0.55% |
$1.84K - $2.02K
|
7.78K
$349K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5.61K- 3.48% |
$240K - $264K
|
156K
$6.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-4K- 2.33% |
$171K - $188K
|
167K
$7.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-15- 0.16% |
$642 - $706
|
9.41K
$422K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
4+ 0.06% |
$171 - $188
|
6.62K
$297K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
9.47KNew |
$405K - $446K
|
9.47K
$425K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-2.68K- 12.77% |
$115K - $126K
|
18.3K
$820K
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-6.05K- 2.31% |
$259K - $285K
|
256K
$11.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.62K+ 26.36% |
$241K - $264K
|
26.9K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-26- 0.21% |
$1.11K - $1.22K
|
12.6K
$563K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-542- 9.74% |
$23.2K - $25.5K
|
5.02K
$225K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.04K+ 3.93% |
$44.6K - $49K
|
27.5K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1+ 0.02% |
$42.8 - $47.1
|
5.26K
$236K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
177+ 1.32% |
$7.58K - $8.33K
|
13.6K
$608K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.64KNew |
$199K - $218K
|
4.64K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-461- 1.51% |
$19.7K - $21.7K
|
30.1K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-80- 0.69% |
$3.43K - $3.77K
|
11.4K
$513K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-9- 0.07% |
$385 - $424
|
12.5K
$562K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
20.2KNew |
$865K - $950K
|
20.2K
$906K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$42.8 - $47.1
|
8.64K
$388K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
890K+ 630.99% |
$38.1M - $41.9M
|
1.03M
$46.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.73K+ 5.13% |
$160K - $176K
|
76.5K
$3.43M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-2.88K- 16.54% |
$123K - $135K
|
14.5K
$651K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
4+ 12.12% |
$171 - $188
|
37
$1.66K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-122- 0.2% |
$5.23K - $5.74K
|
61.2K
$2.75M
|
|