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 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
403New |
$16.3K - $19K
|
403
$18.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
379+ 3.83% |
$15.3K - $17.9K
|
10.3K
$465K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
300New |
$12.1K - $14.2K
|
300
$13.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
220New |
$8.89K - $10.4K
|
220
$9.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
175New |
$7.07K - $8.27K
|
175
$7.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
165+ 2.93% |
$6.67K - $7.8K
|
5.79K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 750.0% |
$6.06K - $7.09K
|
170
$7.68K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
150+ 1.75% |
$6.06K - $7.09K
|
8.73K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
131+ 0.77% |
$5.3K - $6.19K
|
17.2K
$775K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
83+ 0.41% |
$3.35K - $3.92K
|
20.1K
$909K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
81New |
$3.27K - $3.83K
|
81
$3.66K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
81New |
$3.27K - $3.83K
|
81
$3.66K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
75+ 1.61% |
$3.03K - $3.54K
|
4.74K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
64+ 0.89% |
$2.59K - $3.02K
|
7.29K
$329K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
52+ 1.11% |
$2.1K - $2.46K
|
4.73K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
49+ 0.0% |
$1.98K - $2.32K
|
2.32M
$105M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
40New |
$1.62K - $1.89K
|
40
$1.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
36New |
$1.46K - $1.7K
|
36
$1.63K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
31New |
$1.25K - $1.47K
|
31
$1.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 37.5% |
$970 - $1.13K
|
88
$3.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
21New |
$849 - $992
|
21
$948
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$323 - $378
|
8
$361
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6+ 0.54% |
$243 - $284
|
1.11K
$50K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$162 - $189
|
5.17K
$234K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
199K+ 91.99% |
$4.07M - $10.1M
|
416K
$18.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
87.8KNew |
$1.79M - $4.43M
|
87.8K
$3.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
76.3KNew |
$1.56M - $3.85M
|
76.3K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
40.7K+ 84.93% |
$831K - $2.05M
|
88.6K
$4M
|
|
|
Oct 27, 2022
Q3 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
38KNew |
$775K - $1.92M
|
38K
$1.72M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14.3KNew |
$291K - $719K
|
14.3K
$644K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14.1KNew |
$287K - $709K
|
14.1K
$635K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.4KNew |
$253K - $627K
|
12.4K
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.5K+ 186.18% |
$235K - $580K
|
17.7K
$798K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9.38K+ 5.37% |
$192K - $474K
|
184K
$8.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
7.66KNew |
$156K - $386K
|
7.66K
$346K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
6.19KNew |
$126K - $313K
|
6.19K
$280K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
5.69KNew |
$116K - $287K
|
5.69K
$257K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.31KNew |
$108K - $268K
|
5.31K
$240K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.07K+ 1267.5% |
$103K - $256K
|
5.47K
$247K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.96KNew |
$101K - $250K
|
4.96K
$224K
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.88KNew |
$99.6K - $246K
|
4.88K
$220K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.81KNew |
$98.1K - $243K
|
4.81K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.8KNew |
$98K - $242K
|
4.8K
$217K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
4.62KNew |
$94.3K - $233K
|
4.62K
$209K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
2.61K+ 66.17% |
$53.2K - $132K
|
6.55K
$296K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.52KNew |
$51.4K - $127K
|
2.52K
$114K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
2.15K+ 11.28% |
$43.8K - $108K
|
21.2K
$955K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.48K+ 82.84% |
$30.1K - $74.5K
|
3.26K
$147K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
931+ 21.63% |
$19K - $47K
|
5.24K
$236K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
922New |
$18.8K - $46.5K
|
922
$41.6K
|
|