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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 18.6% |
$323 - $378
|
51
$2.43K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6+ 0.54% |
$243 - $284
|
1.11K
$52.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$162 - $189
|
5.17K
$247K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
199K+ 91.99% |
$4.07M - $10.1M
|
416K
$19.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
100KNew |
$2.04M - $5.05M
|
100K
$4.77M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
87.8KNew |
$1.79M - $4.43M
|
87.8K
$4.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
76.3KNew |
$1.56M - $3.85M
|
76.3K
$3.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
40.7K+ 84.93% |
$831K - $2.05M
|
88.6K
$4.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
38KNew |
$775K - $1.92M
|
38K
$1.81M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14.3KNew |
$291K - $719K
|
14.3K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14.1KNew |
$287K - $709K
|
14.1K
$670K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.4KNew |
$253K - $627K
|
12.4K
$592K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.5K+ 186.18% |
$235K - $580K
|
17.7K
$842K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9.38K+ 5.37% |
$192K - $474K
|
184K
$8.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
7.66KNew |
$156K - $386K
|
7.66K
$365K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
6.19KNew |
$126K - $313K
|
6.19K
$295K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
5.69KNew |
$116K - $287K
|
5.69K
$271K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.31KNew |
$108K - $268K
|
5.31K
$253K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.07K+ 1267.5% |
$103K - $256K
|
5.47K
$261K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.96KNew |
$101K - $250K
|
4.96K
$237K
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.88KNew |
$99.6K - $246K
|
4.88K
$233K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.81KNew |
$98.1K - $243K
|
4.81K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.8KNew |
$98K - $242K
|
4.8K
$229K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
4.62KNew |
$94.3K - $233K
|
4.62K
$220K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
3.6KNew |
$73.5K - $182K
|
3.6K
$172K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
2.61K+ 66.17% |
$53.2K - $132K
|
6.55K
$312K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.52KNew |
$51.4K - $127K
|
2.52K
$120K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
2.15K+ 11.28% |
$43.8K - $108K
|
21.2K
$1.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.48K+ 82.84% |
$30.1K - $74.5K
|
3.26K
$155K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
931+ 21.63% |
$19K - $47K
|
5.24K
$250K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
922New |
$18.8K - $46.5K
|
922
$44K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
883+ 13.57% |
$18K - $44.6K
|
7.39K
$352K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
650+ 15.07% |
$13.3K - $32.8K
|
4.96K
$237K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
615+ 1.85% |
$12.6K - $31K
|
33.8K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
319+ 0.31% |
$6.51K - $16.1K
|
105K
$4.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
318New |
$6.49K - $16K
|
318
$15.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
285+ 0.16% |
$5.82K - $14.4K
|
180K
$8.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
249+ 100.0% |
$5.08K - $12.6K
|
498
$23.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
201New |
$4.1K - $10.1K
|
201
$9.58K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
129New |
$2.63K - $6.51K
|
129
$6.15K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
88New |
$1.8K - $4.44K
|
88
$4.2K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
73+ 4.05% |
$1.49K - $3.68K
|
1.88K
$89.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
72New |
$1.47K - $3.63K
|
72
$3.43K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
69+ 1.1% |
$1.41K - $3.48K
|
6.37K
$303K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.4% |
$1.31K - $3.23K
|
4.64K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
61+ 2.27% |
$1.25K - $3.08K
|
2.75K
$131K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
60New |
$1.22K - $3.03K
|
60
$2.86K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
50+ 1.61% |
$1.02K - $2.52K
|
3.16K
$151K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
29New |
$592 - $1.46K
|
29
$1.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
28+ 112.0% |
$571 - $1.41K
|
53
$2.53K
|
|