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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
324+ 4.66% |
$11.3K - $13.9K
|
7.27K
$326K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
36New |
$1.25K - $1.55K
|
36
$1.61K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
2K+ 3.99% |
$69.6K - $86K
|
52.2K
$2.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-2.19K- 30.49% |
$76.3K - $94.3K
|
5K
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.64K- 0.38% |
$57.2K - $70.7K
|
429K
$19.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
10.2KNew |
$355K - $439K
|
10.2K
$458K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
13.4K+ 2.39% |
$465K - $575K
|
573K
$25.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-575- 20.38% |
$20K - $24.7K
|
2.25K
$101K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21New |
$731 - $903
|
21
$942
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
178New |
$6.19K - $7.65K
|
178
$7.99K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
5.73KNew |
$199K - $246K
|
5.73K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
300New |
$10.4K - $12.9K
|
300
$13.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
120New |
$4.17K - $5.16K
|
120
$5.38K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
328+ 1.96% |
$11.4K - $14.1K
|
17.1K
$767K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
162New |
$5.64K - $6.96K
|
162
$7.27K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-39- 55.71% |
$1.36K - $1.68K
|
31
$1.39K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 0.73% |
$313 - $387
|
1.24K
$55.4K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.62K- 10.47% |
$91.3K - $113K
|
22.4K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-43- 0.47% |
$1.5K - $1.85K
|
9.11K
$409K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 1.6% |
$6.96K - $8.6K
|
12.3K
$553K
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-335- 4.33% |
$11.7K - $14.4K
|
7.4K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
54+ 17.65% |
$1.88K - $2.32K
|
360
$16.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
696New |
$24.2K - $29.9K
|
696
$31.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
30+ 0.12% |
$1.04K - $1.29K
|
24.7K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
20.4K+ 3.15% |
$710K - $877K
|
667K
$29.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-445- 4.61% |
$15.5K - $19.1K
|
9.22K
$413K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-279- 0.4% |
$9.71K - $12K
|
69.8K
$3.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.55K- 25.22% |
$263K - $324K
|
22.4K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
300+ 3.73% |
$10.4K - $12.9K
|
8.34K
$374K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
300+ 4.0% |
$10.4K - $12.9K
|
7.8K
$350K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-47- 1.26% |
$1.64K - $2.02K
|
3.7K
$166K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
238New |
$8.28K - $10.2K
|
238
$10.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
129+ 6.58% |
$4.49K - $5.55K
|
2.09K
$93.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.4K+ 5.11% |
$83.5K - $103K
|
49.4K
$2.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300+ 60.0% |
$10.4K - $12.9K
|
800
$35.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-2- 0.04% |
$69.6 - $86
|
5.08K
$228K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-4.58K- 46.3% |
$159K - $197K
|
5.31K
$238K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
50New |
$1.74K - $2.15K
|
50
$2.24K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-824- 8.12% |
$28.7K - $35.4K
|
9.32K
$418K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
65+ 84.42% |
$2.26K - $2.79K
|
142
$6.37K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-9- 23.68% |
$313 - $387
|
29
$1.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-15.6K- 75.74% |
$543K - $671K
|
5K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24K- 73.72% |
$835K - $1.03M
|
8.55K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
670+ 192.53% |
$23.3K - $28.8K
|
1.02K
$45.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.54K+ 30.2% |
$88.4K - $109K
|
11K
$492K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4K+ 12.31% |
$139K - $172K
|
36.5K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1K- 4.21% |
$34.8K - $43K
|
22.7K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
18+ 0.16% |
$626 - $774
|
11K
$492K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-200- 2.45% |
$6.96K - $8.6K
|
7.97K
$358K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.06KNew |
$176K - $218K
|
5.06K
$227K
|
|