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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
700+ 1.6% |
$27.6K - $33.7K
|
44.4K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
690+ 4.92% |
$27.2K - $33.2K
|
14.7K
$665K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
688+ 9.84% |
$27.2K - $33.1K
|
7.68K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
658+ 263.2% |
$26K - $31.7K
|
908
$41K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
653+ 0.41% |
$25.8K - $31.4K
|
162K
$7.3M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
649+ 435.57% |
$25.6K - $31.2K
|
798
$36K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
645+ 2.62% |
$25.5K - $31.1K
|
25.3K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
637+ 3.41% |
$25.1K - $30.7K
|
19.3K
$874K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
629+ 9.39% |
$24.8K - $30.3K
|
7.33K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
624+ 1.65% |
$24.6K - $30K
|
38.4K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
609New |
$24K - $29.3K
|
609
$27.5K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
605+ 5.86% |
$23.9K - $29.1K
|
10.9K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
598New |
$23.6K - $28.8K
|
598
$27K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
580+ 360.25% |
$22.9K - $27.9K
|
741
$33.5K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
576+ 6.83% |
$22.7K - $27.7K
|
9.01K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
569+ 11.64% |
$22.5K - $27.4K
|
5.46K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
560+ 2.89% |
$22.1K - $27K
|
19.9K
$901K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
545+ 10.87% |
$21.5K - $26.2K
|
5.56K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
533+ 2.5% |
$21K - $25.7K
|
21.9K
$988K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
532+ 7.21% |
$21K - $25.6K
|
7.91K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
522New |
$20.6K - $25.1K
|
522
$23.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
521+ 9.8% |
$20.6K - $25.1K
|
5.84K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
515+ 18.37% |
$20.3K - $24.8K
|
3.32K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
506+ 2.58% |
$20K - $24.4K
|
20.1K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
499+ 2.35% |
$19.7K - $24K
|
21.8K
$983K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
495+ 2.81% |
$19.5K - $23.8K
|
18.1K
$818K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
493New |
$19.5K - $23.7K
|
493
$22.3K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
483+ 9.4% |
$19.1K - $23.3K
|
5.62K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
481+ 5.3% |
$19K - $23.2K
|
9.57K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
475+ 3.71% |
$18.8K - $22.9K
|
13.3K
$599K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
468+ 115.27% |
$18.5K - $22.5K
|
874
$39.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
468+ 2.06% |
$18.5K - $22.5K
|
23.2K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
468+ 3.35% |
$18.5K - $22.5K
|
14.4K
$651K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
465+ 2.26% |
$18.4K - $22.4K
|
21K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
460+ 2.62% |
$18.2K - $22.1K
|
18K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
458+ 8.04% |
$18.1K - $22.1K
|
6.16K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
454+ 1.24% |
$17.9K - $21.9K
|
37.2K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
446+ 4.75% |
$17.6K - $21.5K
|
9.83K
$444K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
443New |
$17.5K - $21.3K
|
443
$20K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
432+ 6.31% |
$17.1K - $20.8K
|
7.28K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
420+ 3.95% |
$16.6K - $20.2K
|
11K
$499K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
419+ 8.98% |
$16.5K - $20.2K
|
5.08K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
419+ 0.54% |
$16.5K - $20.2K
|
78.6K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
417New |
$16.5K - $20.1K
|
417
$18.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
404+ 0.28% |
$15.9K - $19.5K
|
143K
$6.45M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
397+ 1526.92% |
$15.7K - $19.1K
|
423
$19.1K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
397+ 0.37% |
$15.7K - $19.1K
|
107K
$4.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
397+ 0.96% |
$15.7K - $19.1K
|
41.6K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
394+ 2.49% |
$15.6K - $19K
|
16.2K
$732K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
382+ 1.44% |
$15.1K - $18.4K
|
26.8K
$1.21M
|