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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
883+ 13.57% |
$18K - $44.6K
|
7.39K
$334K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
650+ 15.07% |
$13.3K - $32.8K
|
4.96K
$224K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
615+ 1.85% |
$12.6K - $31K
|
33.8K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
319+ 0.31% |
$6.51K - $16.1K
|
105K
$4.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
318New |
$6.49K - $16K
|
318
$14.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
285+ 0.16% |
$5.82K - $14.4K
|
180K
$8.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
249+ 100.0% |
$5.08K - $12.6K
|
498
$22.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
201New |
$4.1K - $10.1K
|
201
$9.08K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
129New |
$2.63K - $6.51K
|
129
$5.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
88New |
$1.8K - $4.44K
|
88
$3.97K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
73+ 4.05% |
$1.49K - $3.68K
|
1.88K
$84.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
72New |
$1.47K - $3.63K
|
72
$3.25K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
69+ 1.1% |
$1.41K - $3.48K
|
6.37K
$287K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.4% |
$1.31K - $3.23K
|
4.64K
$210K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
61+ 2.27% |
$1.25K - $3.08K
|
2.75K
$124K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
60New |
$1.22K - $3.03K
|
60
$2.71K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
50+ 1.61% |
$1.02K - $2.52K
|
3.16K
$143K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
29New |
$592 - $1.46K
|
29
$1.31K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
28+ 112.0% |
$571 - $1.41K
|
53
$2.39K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
22+ 0.52% |
$449 - $1.11K
|
4.24K
$191K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$204 - $505
|
10
$452
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$102 - $252
|
1.82K
$82.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3+ 0.04% |
$61.2 - $151
|
7.36K
$332K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
475KNew |
$21.7M - $26.3M
|
475K
$21.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
45.5KNew |
$2.08M - $2.52M
|
45.5K
$2.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
26.8KNew |
$1.22M - $1.48M
|
26.8K
$1.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
14.6KNew |
$665K - $806K
|
14.6K
$658K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
14.3KNew |
$653K - $792K
|
14.3K
$646K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.2KNew |
$604K - $732K
|
13.2K
$597K
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
12KNew |
$549K - $665K
|
12K
$543K
|
|
|
Aug 03, 2022
Q2 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
9.36KNew |
$427K - $518K
|
9.36K
$422K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
6.2KNew |
$283K - $343K
|
6.2K
$280K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.53KNew |
$207K - $251K
|
4.53K
$205K
|
|
|
Aug 12, 2022
Q2 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
4.46KNew |
$204K - $247K
|
4.46K
$202K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4K+ 101.81% |
$183K - $221K
|
7.93K
$358K
|
|
|
Aug 02, 2022
Q2 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4KNew |
$183K - $221K
|
4K
$181K
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
3.17K+ 5.08% |
$145K - $175K
|
65.5K
$2.96M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
2.65K+ 7.0% |
$121K - $146K
|
40.4K
$1.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.4K+ 12.49% |
$110K - $133K
|
21.6K
$977K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
1.35K+ 3.74% |
$61.6K - $74.6K
|
37.4K
$1.69M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.04KNew |
$47.3K - $57.4K
|
1.04K
$46.8K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
853New |
$39K - $47.2K
|
853
$38.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
705+ 18.72% |
$32.2K - $39K
|
4.47K
$202K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
491+ 10.75% |
$22.4K - $27.2K
|
5.06K
$228K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
393+ 10.1% |
$18K - $21.8K
|
4.28K
$193K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
317+ 4.38% |
$14.5K - $17.5K
|
7.56K
$341K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
296New |
$13.5K - $16.4K
|
296
$13.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
212New |
$9.68K - $11.7K
|
212
$9.57K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
200New |
$9.14K - $11.1K
|
200
$9.03K
|
|
|
Jul 25, 2022
Q2 2022
|
Capital Management Corp
|
BUY
|
- |
200+ 4.76% |
$9.14K - $11.1K
|
4.4K
$199K
|
|