Latest Institutional Purchases of Truist Financial Corp (TFC)
This list provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
702+ 3.46% |
$24.4K - $30.2K
|
21K
$953K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
696New |
$24.2K - $29.9K
|
696
$31.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
682+ 2.55% |
$23.7K - $29.3K
|
27.4K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
681+ 8.62% |
$23.7K - $29.3K
|
8.58K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
670+ 192.53% |
$23.3K - $28.8K
|
1.02K
$46.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
654+ 1.23% |
$22.8K - $28.1K
|
54K
$2.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
647+ 3.43% |
$22.5K - $27.8K
|
19.5K
$887K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
642+ 3.89% |
$22.3K - $27.6K
|
17.1K
$778K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
632+ 46.5% |
$22K - $27.2K
|
1.99K
$90.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
611+ 0.54% |
$21.3K - $26.3K
|
114K
$5.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
610New |
$21.2K - $26.2K
|
610
$27.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
587+ 10.81% |
$20.4K - $25.2K
|
6.02K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
584+ 7.6% |
$20.3K - $25.1K
|
8.27K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
577+ 10.88% |
$20.1K - $24.8K
|
5.88K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
565+ 1.62% |
$19.7K - $24.3K
|
35.4K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
556+ 3.12% |
$19.3K - $23.9K
|
18.4K
$834K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
550+ 6.69% |
$19.1K - $23.6K
|
8.77K
$398K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
546+ 4.97% |
$19K - $23.5K
|
11.5K
$523K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
521+ 9.85% |
$18.1K - $22.4K
|
5.81K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
521+ 201.16% |
$18.1K - $22.4K
|
780
$35.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
520+ 1.92% |
$18.1K - $22.4K
|
27.6K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
508+ 2.64% |
$17.7K - $21.8K
|
19.8K
$896K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
500+ 6.48% |
$17.4K - $21.5K
|
8.21K
$373K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
500+ 34.99% |
$17.4K - $21.5K
|
1.93K
$87.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
496+ 14.52% |
$17.3K - $21.3K
|
3.91K
$178K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
494+ 4.45% |
$17.2K - $21.2K
|
11.6K
$527K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
479+ 2.87% |
$16.7K - $20.6K
|
17.2K
$780K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
477+ 7.01% |
$16.6K - $20.5K
|
7.28K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
470+ 0.79% |
$16.4K - $20.2K
|
60.2K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
469+ 1.38% |
$16.3K - $20.2K
|
34.4K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
464+ 2.47% |
$16.1K - $19.9K
|
19.2K
$873K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
439+ 0.99% |
$15.3K - $18.9K
|
44.9K
$2.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
426+ 1.66% |
$14.8K - $18.3K
|
26.1K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
424New |
$14.8K - $18.2K
|
424
$19.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
423+ 4.77% |
$14.7K - $18.2K
|
9.3K
$422K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
420+ 2.93% |
$14.6K - $18.1K
|
14.8K
$670K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
418+ 5.06% |
$14.5K - $18K
|
8.68K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
411+ 2.12% |
$14.3K - $17.7K
|
19.8K
$896K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
409+ 0.79% |
$14.2K - $17.6K
|
52K
$2.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
402+ 1.99% |
$14K - $17.3K
|
20.6K
$935K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
399+ 7.04% |
$13.9K - $17.2K
|
6.07K
$275K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
394+ 5.26% |
$13.7K - $16.9K
|
7.89K
$358K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
383New |
$13.3K - $16.5K
|
383
$17.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
379+ 0.72% |
$13.2K - $16.3K
|
53.3K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
379+ 12.17% |
$13.2K - $16.3K
|
3.49K
$159K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
371+ 7.47% |
$12.9K - $15.9K
|
5.34K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
361+ 3.4% |
$12.6K - $15.5K
|
11K
$498K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
357+ 4.18% |
$12.4K - $15.3K
|
8.9K
$404K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
351+ 1.49% |
$12.2K - $15.1K
|
23.9K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
343+ 5.62% |
$11.9K - $14.7K
|
6.44K
$292K
|