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 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
184+ 1.25% |
$6.4K - $7.91K
|
15K
$679K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
181+ 3.12% |
$6.3K - $7.78K
|
5.98K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
180+ 2.28% |
$6.26K - $7.74K
|
8.09K
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
178New |
$6.19K - $7.65K
|
178
$8.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
176New |
$6.12K - $7.57K
|
176
$7.99K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
174+ 3.09% |
$6.05K - $7.48K
|
5.8K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
168+ 1.98% |
$5.84K - $7.22K
|
8.64K
$392K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
166+ 1.71% |
$5.78K - $7.14K
|
9.87K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
165+ 1.09% |
$5.74K - $7.09K
|
15.3K
$695K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
165+ 0.78% |
$5.74K - $7.09K
|
21.4K
$970K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
162New |
$5.64K - $6.96K
|
162
$7.35K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
149+ 6.17% |
$5.18K - $6.41K
|
2.57K
$116K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
146+ 5.12% |
$5.08K - $6.28K
|
3K
$136K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
141+ 4.25% |
$4.91K - $6.06K
|
3.46K
$157K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
141+ 0.86% |
$4.91K - $6.06K
|
16.5K
$747K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
140+ 1.28% |
$4.87K - $6.02K
|
11.1K
$503K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
139New |
$4.84K - $5.98K
|
139
$6.31K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
138+ 4.53% |
$4.8K - $5.93K
|
3.18K
$144K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
135+ 53.36% |
$4.7K - $5.8K
|
388
$17.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
129+ 6.58% |
$4.49K - $5.55K
|
2.09K
$94.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
125New |
$4.35K - $5.37K
|
125
$5.67K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
122+ 1.33% |
$4.24K - $5.24K
|
9.32K
$423K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
120New |
$4.17K - $5.16K
|
120
$5.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
119+ 8.24% |
$4.14K - $5.12K
|
1.56K
$70.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
118+ 1.18% |
$4.11K - $5.07K
|
10.1K
$459K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
117+ 0.81% |
$4.07K - $5.03K
|
14.5K
$657K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
116+ 2.29% |
$4.04K - $4.99K
|
5.18K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
114+ 63.33% |
$3.97K - $4.9K
|
294
$13.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
105+ 1.26% |
$3.65K - $4.51K
|
8.45K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
104New |
$3.62K - $4.47K
|
104
$4.72K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
104+ 0.6% |
$3.62K - $4.47K
|
17.4K
$789K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
101+ 1.37% |
$3.51K - $4.34K
|
7.46K
$338K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
100+ 0.67% |
$3.48K - $4.3K
|
15.1K
$685K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.09% |
$3.48K - $4.3K
|
113K
$5.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
97+ 0.42% |
$3.37K - $4.17K
|
23K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
94+ 1.16% |
$3.27K - $4.04K
|
8.18K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
89+ 0.17% |
$3.1K - $3.83K
|
52.7K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
88+ 1.06% |
$3.06K - $3.78K
|
8.37K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
81+ 1.49% |
$2.82K - $3.48K
|
5.53K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
80+ 76.92% |
$2.78K - $3.44K
|
184
$8.35K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
77New |
$2.68K - $3.31K
|
77
$3.49K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76+ 39.79% |
$2.64K - $3.27K
|
267
$12.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
75+ 1.03% |
$2.61K - $3.22K
|
7.37K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
74+ 0.22% |
$2.57K - $3.18K
|
33.7K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
73+ 21.16% |
$2.54K - $3.14K
|
418
$19K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
73+ 1.32% |
$2.54K - $3.14K
|
5.6K
$254K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
70+ 0.63% |
$2.44K - $3.01K
|
11.2K
$508K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
69+ 0.22% |
$2.4K - $2.97K
|
32K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66New |
$2.3K - $2.84K
|
66
$3K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
66+ 0.8% |
$2.3K - $2.84K
|
8.31K
$377K
|