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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
336+ 0.23% |
$11.7K - $14.4K
|
144K
$6.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
330+ 2.19% |
$11.5K - $14.2K
|
15.4K
$698K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
330+ 2.58% |
$11.5K - $14.2K
|
13.1K
$596K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
328+ 1.96% |
$11.4K - $14.1K
|
17.1K
$775K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
325+ 4.4% |
$11.3K - $14K
|
7.71K
$350K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
324+ 4.66% |
$11.3K - $13.9K
|
7.27K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
315+ 6.38% |
$11K - $13.5K
|
5.26K
$239K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
313+ 1.66% |
$10.9K - $13.5K
|
19.2K
$872K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
311+ 1.26% |
$10.8K - $13.4K
|
25K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
308+ 1.04% |
$10.7K - $13.2K
|
30K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
300New |
$10.4K - $12.9K
|
300
$13.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
300+ 3.73% |
$10.4K - $12.9K
|
8.34K
$378K
|
|
|
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
$354K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300+ 60.0% |
$10.4K - $12.9K
|
800
$36.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
296+ 1.25% |
$10.3K - $12.7K
|
24K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
289+ 0.63% |
$10.1K - $12.4K
|
46.3K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
284New |
$9.88K - $12.2K
|
284
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
282+ 6.38% |
$9.81K - $12.1K
|
4.7K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
281New |
$9.78K - $12.1K
|
281
$12.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
273+ 6.86% |
$9.5K - $11.7K
|
4.26K
$193K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
270+ 13.2% |
$9.39K - $11.6K
|
2.32K
$105K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
268+ 71.47% |
$9.32K - $11.5K
|
643
$29.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
266+ 1.27% |
$9.25K - $11.4K
|
21.3K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
259+ 0.1% |
$9.01K - $11.1K
|
262K
$11.9M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
258+ 4.22% |
$8.98K - $11.1K
|
6.37K
$289K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
248New |
$8.63K - $10.7K
|
248
$11.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
246+ 0.86% |
$8.56K - $10.6K
|
28.8K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
245New |
$8.52K - $10.5K
|
245
$11.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
242+ 0.39% |
$8.42K - $10.4K
|
62.1K
$2.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
241+ 753.13% |
$8.38K - $10.4K
|
273
$12.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
238New |
$8.28K - $10.2K
|
238
$10.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
237New |
$8.25K - $10.2K
|
237
$10.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
226+ 0.19% |
$7.86K - $9.72K
|
121K
$5.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
223+ 1.67% |
$7.76K - $9.59K
|
13.6K
$615K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
223+ 1715.38% |
$7.76K - $9.59K
|
236
$10.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
220+ 0.56% |
$7.65K - $9.46K
|
39.7K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
216+ 15.14% |
$7.51K - $9.29K
|
1.64K
$74.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
215+ 11.76% |
$7.48K - $9.24K
|
2.04K
$92.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
213+ 1.7% |
$7.41K - $9.16K
|
12.7K
$578K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
211New |
$7.34K - $9.07K
|
211
$9.58K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
211+ 0.93% |
$7.34K - $9.07K
|
23K
$1.04M
|
|
|
Aug 26, 2025
Q2 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
210+ 0.9% |
$7.31K - $9.03K
|
23.5K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
207+ 3.36% |
$7.2K - $8.9K
|
6.36K
$289K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
198+ 2828.57% |
$6.89K - $8.51K
|
205
$9.3K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
196+ 2.08% |
$6.82K - $8.43K
|
9.61K
$436K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
196+ 0.12% |
$6.82K - $8.43K
|
161K
$7.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
195+ 22.31% |
$6.78K - $8.38K
|
1.07K
$48.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
195+ 2.55% |
$6.78K - $8.38K
|
7.86K
$357K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
193New |
$6.71K - $8.3K
|
193
$8.76K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
185+ 138.06% |
$6.44K - $7.95K
|
319
$14.5K
|