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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.31KNew |
$54.4K - $63K
|
1.31K
$59.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.3K+ 119.03% |
$54K - $62.6K
|
2.39K
$108K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.3K+ 23.39% |
$53.9K - $62.4K
|
6.85K
$309K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.21KNew |
$50.1K - $58.1K
|
1.21K
$54.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.2K+ 12.3% |
$49.8K - $57.7K
|
11K
$495K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.14K+ 6.85% |
$47.2K - $54.7K
|
17.7K
$801K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.07K+ 12.32% |
$44.4K - $51.4K
|
9.74K
$440K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
800+ 7.29% |
$33.2K - $38.5K
|
11.8K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
740+ 12.46% |
$30.7K - $35.6K
|
6.68K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
724+ 102.7% |
$30.1K - $34.8K
|
1.43K
$64.5K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
716+ 158.06% |
$29.7K - $34.4K
|
1.17K
$52.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
623+ 8.79% |
$25.9K - $30K
|
7.71K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
600New |
$24.9K - $28.9K
|
600
$27.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
600New |
$24.9K - $28.9K
|
600
$27.1K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
500New |
$20.8K - $24.1K
|
500
$22.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500+ 62.5% |
$20.8K - $24.1K
|
1.3K
$58.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
420+ 0.76% |
$17.4K - $20.2K
|
56K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
412+ 8.14% |
$17.1K - $19.8K
|
5.47K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
411New |
$17.1K - $19.8K
|
411
$18.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
381+ 8.51% |
$15.8K - $18.3K
|
4.86K
$219K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
347+ 1156.67% |
$14.4K - $16.7K
|
377
$17K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
328New |
$13.6K - $15.8K
|
328
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.14% |
$12.5K - $14.4K
|
221K
$9.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
281New |
$11.7K - $13.5K
|
281
$12.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
270New |
$11.2K - $13K
|
270
$12.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
234+ 4.29% |
$9.71K - $11.3K
|
5.69K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
156+ 2.44% |
$6.48K - $7.5K
|
6.55K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
155+ 387.5% |
$6.43K - $7.46K
|
195
$8.81K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
154New |
$6.39K - $7.41K
|
154
$6.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
150New |
$6.23K - $7.22K
|
150
$6.77K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
136New |
$5.65K - $6.54K
|
136
$6.14K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
125New |
$5.19K - $6.01K
|
125
$5.65K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
110+ 1.8% |
$4.57K - $5.29K
|
6.22K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
106New |
$4.4K - $5.1K
|
106
$4.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.52K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.52K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.52K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
83New |
$3.45K - $3.99K
|
83
$3.75K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
83+ 1.75% |
$3.45K - $3.99K
|
4.83K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
82New |
$3.4K - $3.94K
|
82
$3.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$2.66K - $3.08K
|
64
$2.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
62+ 0.37% |
$2.57K - $2.98K
|
17K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 89.71% |
$2.53K - $2.93K
|
129
$5.83K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$2.53K - $2.93K
|
61
$2.75K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.81% |
$2.08K - $2.41K
|
6.22K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
47+ 0.84% |
$1.95K - $2.26K
|
5.63K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
25+ 0.36% |
$1.04K - $1.2K
|
7.04K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
24+ 0.5% |
$996 - $1.15K
|
4.82K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21+ 0.23% |
$872 - $1.01K
|
9.13K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
17+ 0.36% |
$706 - $818
|
4.76K
$215K
|