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 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
144+ 1.33% |
$5.69K - $6.93K
|
10.9K
$494K
|
|
|
Apr 23, 2025
Q1 2025
|
Salzhauer Michael
|
BUY
|
- |
142+ 0.2% |
$5.61K - $6.84K
|
72.4K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
137+ 4.18% |
$5.41K - $6.6K
|
3.42K
$154K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
136+ 2.18% |
$5.37K - $6.55K
|
6.38K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
130+ 15.31% |
$5.13K - $6.26K
|
979
$44.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
130+ 24.16% |
$5.13K - $6.26K
|
668
$30.2K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
127+ 0.81% |
$5.01K - $6.12K
|
15.8K
$714K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
126+ 56.76% |
$4.97K - $6.07K
|
348
$15.7K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125New |
$4.94K - $6.02K
|
125
$5.65K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
125+ 0.43% |
$4.94K - $6.02K
|
28.9K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
120New |
$4.74K - $5.78K
|
120
$5.42K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
116+ 0.56% |
$4.58K - $5.59K
|
20.8K
$941K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
116+ 1.58% |
$4.58K - $5.59K
|
7.44K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
116+ 8.85% |
$4.58K - $5.59K
|
1.43K
$64.4K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
109+ 50.7% |
$4.3K - $5.25K
|
324
$14.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
109+ 0.67% |
$4.3K - $5.25K
|
16.3K
$735K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
108New |
$4.26K - $5.2K
|
108
$4.88K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
106+ 2.91% |
$4.18K - $5.1K
|
3.74K
$169K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
102+ 0.03% |
$4.03K - $4.91K
|
330K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
102+ 4.24% |
$4.03K - $4.91K
|
2.51K
$113K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
102New |
$4.03K - $4.91K
|
102
$4.61K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100+ 6.03% |
$3.95K - $4.82K
|
1.76K
$79.4K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
99+ 0.79% |
$3.91K - $4.77K
|
12.6K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
99New |
$3.91K - $4.77K
|
99
$4.47K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
98+ 1.16% |
$3.87K - $4.72K
|
8.55K
$386K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
94+ 0.18% |
$3.71K - $4.53K
|
52K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
94+ 33.57% |
$3.71K - $4.53K
|
374
$16.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
92+ 0.71% |
$3.63K - $4.43K
|
13.1K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
91+ 56.17% |
$3.59K - $4.38K
|
253
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
87+ 1.18% |
$3.43K - $4.19K
|
7.48K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
85New |
$3.36K - $4.09K
|
85
$3.84K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
82+ 46.33% |
$3.24K - $3.95K
|
259
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
81+ 0.48% |
$3.2K - $3.9K
|
16.8K
$759K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
79+ 1.11% |
$3.12K - $3.8K
|
7.19K
$325K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
77+ 0.95% |
$3.04K - $3.71K
|
8.22K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
76+ 0.93% |
$3K - $3.66K
|
8.24K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
75+ 0.78% |
$2.96K - $3.61K
|
9.69K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 2.73% |
$2.96K - $3.61K
|
2.82K
$127K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
73+ 0.89% |
$2.88K - $3.51K
|
8.28K
$374K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
70+ 3.54% |
$2.76K - $3.37K
|
2.05K
$92.4K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
69New |
$2.72K - $3.32K
|
69
$3.12K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
64+ 5.02% |
$2.53K - $3.08K
|
1.34K
$60.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
62+ 1.13% |
$2.45K - $2.99K
|
5.53K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
60+ 56.6% |
$2.37K - $2.89K
|
166
$7.5K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
59+ 0.31% |
$2.33K - $2.84K
|
19K
$857K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
59+ 0.31% |
$2.33K - $2.84K
|
19.1K
$862K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
58New |
$2.29K - $2.79K
|
58
$2.62K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
58+ 1.07% |
$2.29K - $2.79K
|
5.5K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
57+ 17.59% |
$2.25K - $2.74K
|
381
$17.2K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
54+ 0.02% |
$2.13K - $2.6K
|
236K
$10.7M
|