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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
10+ 0.08% |
$395 - $482
|
12.6K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.01% |
$395 - $482
|
106K
$4.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10+ 0.04% |
$395 - $482
|
25.1K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
10+ 0.19% |
$395 - $482
|
5.27K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
9+ 0.09% |
$355 - $433
|
9.61K
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 0.14% |
$316 - $385
|
5.67K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 1.03% |
$276 - $337
|
687
$31K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7+ 0.12% |
$276 - $337
|
5.61K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
7+ 0.07% |
$276 - $337
|
10.4K
$468K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$276 - $337
|
7
$316
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
5+ 0.09% |
$197 - $241
|
5.67K
$256K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5+ 1.34% |
$197 - $241
|
378
$17.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.02% |
$197 - $241
|
20.6K
$932K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 30.77% |
$158 - $193
|
17
$768
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.01% |
$158 - $193
|
70.1K
$3.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.02% |
$158 - $193
|
396
$17.9K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3+ 0.04% |
$118 - $144
|
7.49K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3+ 0.73% |
$118 - $144
|
413
$18.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$118 - $144
|
12.9K
$583K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 1.44% |
$79 - $96.3
|
141
$6.37K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
2+ 2.15% |
$79 - $96.3
|
95
$4.29K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.02% |
$79 - $96.3
|
12.3K
$555K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 2.0% |
$79 - $96.3
|
102
$4.61K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$39.5 - $48.2
|
13.4K
$606K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
1+ 0.0% |
$39.5 - $48.2
|
20.3K
$917K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.16% |
$39.5 - $48.2
|
637
$28.8K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
2.08MNew |
$86.4M - $100M
|
2.08M
$94M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.7M+ 40.82% |
$70.5M - $81.7M
|
5.86M
$265M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
800KNew |
$33.2M - $38.5M
|
800K
$36.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
520KNew |
$21.6M - $25M
|
520K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
230KNew |
$9.55M - $11.1M
|
230K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
203KNew |
$8.44M - $9.78M
|
203K
$9.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
183KNew |
$7.59M - $8.8M
|
183K
$8.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
163K+ 163.76% |
$6.78M - $7.85M
|
263K
$11.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
126KNew |
$5.22M - $6.04M
|
126K
$5.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
109KNew |
$4.52M - $5.24M
|
109K
$4.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
73.1KNew |
$3.03M - $3.51M
|
73.1K
$3.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
69.5K+ 204.7% |
$2.88M - $3.34M
|
103K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
64.4K+ 76.03% |
$2.67M - $3.1M
|
149K
$6.73M
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
61.3K+ 257.13% |
$2.54M - $2.95M
|
85.1K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Nkcfo LLC
|
BUY
|
- |
58.6KNew |
$2.43M - $2.82M
|
58.6K
$2.65M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
54.3KNew |
$2.25M - $2.61M
|
54.3K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Homestead Advisers Corp
|
BUY
|
- |
47.6K+ 3.92% |
$1.98M - $2.29M
|
1.26M
$57M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
41.6KNew |
$1.73M - $2M
|
41.6K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
30.1KNew |
$1.25M - $1.45M
|
30.1K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
27.7K+ 36.12% |
$1.15M - $1.33M
|
104K
$4.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
25.5K+ 131.59% |
$1.06M - $1.23M
|
44.9K
$2.03M
|
|