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 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
65+ 84.42% |
$2.26K - $2.79K
|
142
$6.44K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 49.61% |
$2.23K - $2.75K
|
193
$8.76K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
64+ 0.76% |
$2.23K - $2.75K
|
8.54K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
64+ 1.12% |
$2.23K - $2.75K
|
5.79K
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
60+ 1.07% |
$2.09K - $2.58K
|
5.67K
$257K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
57+ 12.87% |
$1.98K - $2.45K
|
500
$22.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
54+ 17.65% |
$1.88K - $2.32K
|
360
$16.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
53+ 0.8% |
$1.84K - $2.28K
|
6.69K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
52+ 0.48% |
$1.81K - $2.24K
|
10.8K
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
50New |
$1.74K - $2.15K
|
50
$2.27K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47+ 1.26% |
$1.64K - $2.02K
|
3.78K
$172K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
42+ 0.04% |
$1.46K - $1.81K
|
112K
$5.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
42+ 0.63% |
$1.46K - $1.81K
|
6.69K
$304K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
41+ 0.5% |
$1.43K - $1.76K
|
8.24K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
39+ 0.66% |
$1.36K - $1.68K
|
5.97K
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
37+ 0.28% |
$1.29K - $1.59K
|
13.3K
$605K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
36New |
$1.25K - $1.55K
|
36
$1.63K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
36+ 200.0% |
$1.25K - $1.55K
|
54
$2.45K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 4.67% |
$1.22K - $1.5K
|
784
$35.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
33+ 0.16% |
$1.15K - $1.42K
|
21K
$952K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
32+ 5.25% |
$1.11K - $1.38K
|
641
$29.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
32New |
$1.11K - $1.38K
|
32
$1.45K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
31+ 0.52% |
$1.08K - $1.33K
|
6.04K
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
30+ 0.67% |
$1.04K - $1.29K
|
4.51K
$204K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
30+ 0.12% |
$1.04K - $1.29K
|
24.7K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
29+ 0.51% |
$1.01K - $1.25K
|
5.7K
$259K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
29+ 1.86% |
$1.01K - $1.25K
|
1.58K
$71.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
28+ 0.61% |
$974 - $1.2K
|
4.64K
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 13.15% |
$974 - $1.2K
|
241
$10.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
28+ 0.09% |
$974 - $1.2K
|
30.9K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
27+ 158.82% |
$939 - $1.16K
|
44
$2K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.42% |
$939 - $1.16K
|
6.4K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21New |
$731 - $903
|
21
$953
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18+ 0.2% |
$626 - $774
|
9.24K
$419K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
18+ 0.16% |
$626 - $774
|
11K
$498K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
17+ 0.32% |
$591 - $731
|
5.28K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
16+ 0.17% |
$557 - $688
|
9.26K
$420K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.15% |
$522 - $645
|
10.2K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14+ 14.89% |
$487 - $602
|
108
$4.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.17% |
$487 - $602
|
8.32K
$378K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13+ 0.13% |
$452 - $559
|
9.8K
$445K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 0.12% |
$452 - $559
|
10.5K
$479K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
13+ 0.07% |
$452 - $559
|
18.1K
$821K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.18% |
$417 - $516
|
6.54K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
12+ 85.71% |
$417 - $516
|
26
$1.18K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 1.46% |
$348 - $430
|
697
$31.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 60.0% |
$313 - $387
|
24
$1.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9+ 2.41% |
$313 - $387
|
383
$17.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 0.73% |
$313 - $387
|
1.24K
$56K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.17% |
$313 - $387
|
5.27K
$239K
|