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 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
19.3K+ 4.0% |
$825K - $906K
|
500K
$22.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
63+ 0.61% |
$2.7K - $2.97K
|
10.4K
$465K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
20+ 0.24% |
$857 - $941
|
8.47K
$380K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.05K- 16.6% |
$131K - $144K
|
15.3K
$687K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-7.39K- 1.03% |
$316K - $348K
|
711K
$31.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
52+ 14.61% |
$2.23K - $2.45K
|
408
$18.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-56- 23.73% |
$2.4K - $2.64K
|
180
$8.07K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.05% |
$257 - $282
|
11.1K
$498K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.31K- 9.28% |
$98.8K - $109K
|
22.6K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
79+ 0.43% |
$3.38K - $3.72K
|
18.6K
$833K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-252- 4.78% |
$10.8K - $11.9K
|
5.02K
$225K
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-229- 0.7% |
$9.81K - $10.8K
|
32.4K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.61K+ 15.06% |
$154K - $170K
|
27.5K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.7KNew |
$201K - $221K
|
4.7K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
36.9K+ 12.34% |
$1.58M - $1.74M
|
336K
$15.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-19- 0.23% |
$814 - $894
|
8.3K
$373K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.17K+ 22.47% |
$50.1K - $55.1K
|
6.38K
$286K
|
|
|
Oct 15, 2025
Q3 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.17K- 0.57% |
$50.2K - $55.2K
|
203K
$9.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-29- 1.83% |
$1.24K - $1.37K
|
1.56K
$69.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-645- 1.66% |
$27.6K - $30.4K
|
38.2K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-33- 0.08% |
$1.41K - $1.55K
|
43.3K
$1.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.05K+ 0.87% |
$45K - $49.5K
|
122K
$5.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
37.8K+ 35.43% |
$1.62M - $1.78M
|
144K
$6.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.01K- 9.54% |
$43.4K - $47.7K
|
9.62K
$431K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.03% |
$2.36K - $2.59K
|
5.39K
$242K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
78.4K+ 102.76% |
$3.36M - $3.69M
|
155K
$6.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-454- 3.07% |
$19.4K - $21.4K
|
14.3K
$643K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
285+ 2.24% |
$12.2K - $13.4K
|
13K
$584K
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-287- 5.54% |
$12.3K - $13.5K
|
4.89K
$219K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.18K+ 20.27% |
$222K - $244K
|
30.7K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
261+ 1.59% |
$11.2K - $12.3K
|
16.7K
$750K
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-4.68K- 4.1% |
$200K - $220K
|
110K
$4.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.59K- 33.16% |
$68.1K - $74.8K
|
3.2K
$144K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6.94K+ 4.93% |
$297K - $326K
|
148K
$6.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-115- 2.32% |
$4.93K - $5.41K
|
4.84K
$217K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-367- 0.91% |
$15.7K - $17.3K
|
40.2K
$1.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
10.3KNew |
$441K - $484K
|
10.3K
$462K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-88- 1.02% |
$3.77K - $4.14K
|
8.54K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-222- 0.56% |
$9.51K - $10.4K
|
39.4K
$1.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
40New |
$1.71K - $1.88K
|
40
$1.79K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
398+ 7.2% |
$17K - $18.7K
|
5.93K
$266K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 8.48% |
$78K - $85.7K
|
23.3K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
94+ 0.31% |
$4.03K - $4.42K
|
30.1K
$1.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-12.1K- 6.75% |
$520K - $571K
|
168K
$7.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-5.11K- 1.99% |
$219K - $241K
|
252K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.88K+ 24.66% |
$166K - $182K
|
19.6K
$879K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
13.1K+ 1.01% |
$561K - $617K
|
1.31M
$58.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-3.02K- 1.13% |
$130K - $142K
|
265K
$11.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
837+ 13.8% |
$35.8K - $39.4K
|
6.9K
$310K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
286+ 1.5% |
$12.2K - $13.5K
|
19.4K
$868K
|
|