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 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
22+ 1.05% |
$942 - $1.04K
|
2.11K
$94.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
89+ 1.44% |
$3.81K - $4.19K
|
6.29K
$282K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
190+ 2.58% |
$8.14K - $8.94K
|
7.56K
$339K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.27K- 6.74% |
$54.4K - $59.8K
|
17.6K
$789K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.63KNew |
$198K - $218K
|
4.63K
$208K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.42KNew |
$189K - $208K
|
4.42K
$198K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-11.3K- 0.98% |
$486K - $534K
|
1.14M
$51.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-356- 6.92% |
$15.2K - $16.8K
|
4.79K
$215K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.04K- 1.21% |
$44.7K - $49.1K
|
85.4K
$3.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.88K+ 4.64% |
$123K - $136K
|
65K
$2.91M
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
2.14K+ 3.78% |
$91.8K - $101K
|
58.8K
$2.64M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
10.1KNew |
$434K - $477K
|
10.1K
$455K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.19K- 28.05% |
$93.6K - $103K
|
5.61K
$251K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-614- 10.62% |
$26.3K - $28.9K
|
5.17K
$232K
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
345+ 10.14% |
$14.8K - $16.2K
|
3.75K
$168K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 31.48% |
$728 - $800
|
71
$3.19K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-163- 0.49% |
$6.98K - $7.67K
|
33.1K
$1.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-50.9K- 19.41% |
$2.18M - $2.4M
|
211K
$9.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.02K+ 10.69% |
$43.6K - $47.9K
|
10.5K
$473K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.3K- 47.56% |
$398K - $438K
|
10.2K
$460K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.94K- 36.85% |
$126K - $138K
|
5.03K
$226K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
74+ 0.15% |
$3.17K - $3.48K
|
49.7K
$2.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
71+ 0.76% |
$3.04K - $3.34K
|
9.39K
$421K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
156+ 1.05% |
$6.68K - $7.34K
|
15K
$671K
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-8.09K- 45.77% |
$346K - $381K
|
9.58K
$430K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-118- 2.27% |
$5.05K - $5.55K
|
5.09K
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-102- 5.3% |
$4.37K - $4.8K
|
1.82K
$81.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.05K- 15.27% |
$216K - $238K
|
28K
$1.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
859+ 1.72% |
$36.8K - $40.4K
|
50.9K
$2.28M
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.39K+ 2.31% |
$317K - $348K
|
327K
$14.7M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.34K+ 10.13% |
$57.4K - $63.1K
|
14.6K
$654K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.17K+ 14.84% |
$49.9K - $54.9K
|
9.02K
$405K
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-8.05K- 5.25% |
$345K - $379K
|
145K
$6.52M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.89K- 6.37% |
$252K - $277K
|
86.5K
$3.88M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
19+ 2.4% |
$814 - $894
|
810
$36.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.28K- 5.19% |
$54.8K - $60.2K
|
23.4K
$1.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-803- 6.36% |
$34.4K - $37.8K
|
11.8K
$530K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.17K+ 19.15% |
$50K - $55K
|
7.27K
$326K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.19K- 7.27% |
$51K - $56.1K
|
15.2K
$682K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
121New |
$5.18K - $5.7K
|
121
$5.43K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.72K- 0.76% |
$116K - $128K
|
355K
$15.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.85K- 1.75% |
$208K - $228K
|
273K
$12.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.96M- 59.44% |
$83.9M - $92.2M
|
1.34M
$60M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10.3K+ 161.92% |
$442K - $485K
|
16.7K
$748K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
355+ 1.12% |
$15.2K - $16.7K
|
32.1K
$1.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-1.24K- 5.8% |
$53.1K - $58.3K
|
20.1K
$903K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.68K- 82.28% |
$72K - $79.1K
|
362
$16.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
12.4KNew |
$532K - $585K
|
12.4K
$558K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-389- 0.31% |
$16.7K - $18.3K
|
124K
$5.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
24+ 0.12% |
$1.03K - $1.13K
|
19.3K
$864K
|
|