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 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-4.82K- 5.38% |
$206K - $227K
|
84.7K
$3.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
942+ 11.4% |
$40.3K - $44.3K
|
9.21K
$413K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
7+ 0.12% |
$300 - $329
|
6.01K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
11.9K+ 33.7% |
$511K - $562K
|
47.4K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
229+ 1.08% |
$9.81K - $10.8K
|
21.5K
$965K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
29+ 0.3% |
$1.24K - $1.37K
|
9.83K
$441K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
5.41KNew |
$232K - $255K
|
5.41K
$243K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.96% |
$171 - $188
|
421
$18.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
239+ 1.1% |
$10.2K - $11.2K
|
21.9K
$984K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.94K+ 157.72% |
$426K - $468K
|
16.2K
$729K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
115New |
$4.93K - $5.41K
|
115
$5.16K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-715- 8.68% |
$30.6K - $33.7K
|
7.52K
$338K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.06K+ 15.56% |
$45.3K - $49.8K
|
7.86K
$352K
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-400- 0.13% |
$17.1K - $18.8K
|
319K
$14.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 10.47% |
$46.3K - $50.8K
|
11.4K
$511K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
283+ 1.9% |
$12.1K - $13.3K
|
15.2K
$680K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
606+ 6.14% |
$26K - $28.5K
|
10.5K
$470K
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-13K- 1.94% |
$557K - $613K
|
657K
$29.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-645- 9.77% |
$27.6K - $30.4K
|
5.95K
$267K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
122+ 0.32% |
$5.23K - $5.74K
|
38.3K
$1.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 0.08% |
$300 - $329
|
8.64K
$388K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-170- 1.32% |
$7.28K - $8K
|
12.8K
$572K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
431+ 5.3% |
$18.5K - $20.3K
|
8.57K
$384K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-6.36K- 10.05% |
$273K - $300K
|
57K
$2.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
174+ 1.42% |
$7.45K - $8.19K
|
12.4K
$558K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-1- 0.01% |
$42.8 - $47.1
|
9.61K
$431K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
1+ 0.01% |
$42.8 - $47.1
|
15.9K
$711K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.39K+ 1.98% |
$145K - $160K
|
175K
$7.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-855- 4.45% |
$36.6K - $40.2K
|
18.4K
$824K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-16.8K- 1.47% |
$720K - $791K
|
1.12M
$50.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
260+ 2.17% |
$11.1K - $12.2K
|
12.2K
$549K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
817New |
$35K - $38.5K
|
817
$36.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
13.9K+ 15.91% |
$595K - $654K
|
101K
$4.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-29- 0.16% |
$1.24K - $1.37K
|
18.1K
$810K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.13K+ 2.93% |
$48.3K - $53.1K
|
39.6K
$1.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.3K- 26.25% |
$184K - $202K
|
12.1K
$542K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.55K- 4.28% |
$66.5K - $73.1K
|
34.7K
$1.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
510+ 4.95% |
$21.8K - $24K
|
10.8K
$485K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-38.2K- 23.1% |
$1.64M - $1.8M
|
127K
$5.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
203+ 0.58% |
$8.69K - $9.56K
|
35.4K
$1.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
82+ 29.18% |
$3.51K - $3.86K
|
363
$16.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
105New |
$4.5K - $4.94K
|
105
$4.71K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.26K+ 25.77% |
$96.8K - $106K
|
11K
$495K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
600+ 631.58% |
$25.7K - $28.2K
|
695
$31.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
267+ 1.09% |
$11.4K - $12.6K
|
24.8K
$1.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.32K- 1.24% |
$56.7K - $62.3K
|
105K
$4.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-49.9K- 46.75% |
$2.14M - $2.35M
|
56.8K
$2.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.51K+ 10.75% |
$279K - $306K
|
67K
$3.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.02K+ 2.42% |
$86.6K - $95.1K
|
85.4K
$3.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.18K+ 5.77% |
$136K - $149K
|
58.2K
$2.61M
|
|