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 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-989- 0.88% |
$42.4K - $46.6K
|
111K
$5M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.31K- 20.16% |
$56.3K - $61.8K
|
5.2K
$233K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.14K+ 3.12% |
$135K - $148K
|
104K
$4.66M
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
12.2K+ 37.88% |
$520K - $572K
|
44.2K
$1.98M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-250- 6.08% |
$10.7K - $11.8K
|
3.86K
$173K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
4.51KNew |
$193K - $212K
|
4.51K
$202K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
8.19K+ 39.85% |
$351K - $386K
|
28.7K
$1.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 7.21% |
$52.3K - $57.4K
|
15.7K
$704K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
6.64KNew |
$284K - $312K
|
6.64K
$298K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.39K- 42.59% |
$102K - $112K
|
3.22K
$145K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.68K+ 4.9% |
$115K - $126K
|
57.4K
$2.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-98- 0.31% |
$4.2K - $4.61K
|
31.5K
$1.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.55K- 11.1% |
$109K - $120K
|
20.4K
$917K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.38% |
$1.03K - $1.13K
|
6.42K
$288K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.47K- 8.67% |
$191K - $210K
|
47.1K
$2.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-173- 0.31% |
$7.41K - $8.14K
|
55.1K
$2.47M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-50- 35.97% |
$2.14K - $2.35K
|
89
$3.99K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.23K+ 64.32% |
$224K - $246K
|
13.4K
$600K
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
BUY
|
- |
478+ 0.53% |
$20.5K - $22.5K
|
90.1K
$4.04M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-82- 0.4% |
$3.51K - $3.86K
|
20.5K
$921K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
300+ 0.69% |
$12.8K - $14.1K
|
43.7K
$1.96M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.66K- 3.98% |
$70.9K - $77.9K
|
40K
$1.79M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.13K- 4.22% |
$48.3K - $53.1K
|
25.6K
$1.15M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.92K+ 9.97% |
$125K - $137K
|
32.2K
$1.44M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
11New |
$471 - $518
|
11
$493
|
|
|
Oct 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.3K- 3.81% |
$55.7K - $61.2K
|
32.8K
$1.47M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.06K- 1.07% |
$88.4K - $97.2K
|
190K
$8.54M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
82+ 0.88% |
$3.51K - $3.86K
|
9.43K
$423K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
BUY
|
- |
41.1K+ 25.51% |
$1.43M - $1.77M
|
202K
$9.06M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
28.4K+ 4.69% |
$989K - $1.22M
|
634K
$28.5M
|
|
|
Nov 25, 2025
Q2 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
5KNew |
$174K - $215K
|
5K
$224K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.4K+ 4.61% |
$83.4K - $103K
|
54.3K
$2.44M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.96M- 24.95% |
$172M - $213M
|
14.9M
$669M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
CALL |
-11.7K- 2.29% |
$407K - $503K
|
500K
$22.4M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-935- 3.93% |
$32.5K - $40.2K
|
22.9K
$1.03M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.35K- 8.22% |
$46.9K - $57.9K
|
15K
$675K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.04K- 47.19% |
$245K - $303K
|
7.88K
$353K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.2K+ 59.02% |
$146K - $181K
|
11.3K
$508K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
50New |
$1.74K - $2.15K
|
50
$2.24K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1.5K- 21.74% |
$52.2K - $64.5K
|
5.4K
$242K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-817- 4.62% |
$28.4K - $35.1K
|
16.9K
$757K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-362- 2.02% |
$12.6K - $15.6K
|
17.6K
$789K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
678+ 1189.47% |
$23.6K - $29.1K
|
735
$33K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-50.1K- 35.27% |
$1.74M - $2.15M
|
92K
$4.13M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
98+ 0.61% |
$3.41K - $4.21K
|
16.1K
$722K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
193New |
$6.71K - $8.3K
|
193
$8.66K
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
29.4KNew |
$1.02M - $1.26M
|
29.4K
$1.32M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
77New |
$2.68K - $3.31K
|
77
$3.45K
|
|
|
Aug 19, 2025
Q2 2025
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
5.52K+ 3.46% |
$192K - $237K
|
165K
$7.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-5- 33.33% |
$174 - $215
|
10
$449
|
|