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 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.3K+ 23.39% |
$53.9K - $62.4K
|
6.85K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.28KNew |
$53K - $61.4K
|
1.28K
$60.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.21K+ 18.22% |
$50.4K - $58.3K
|
7.87K
$375K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21K+ 17.28% |
$50.3K - $58.2K
|
8.22K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.21K+ 12.77% |
$50.3K - $58.2K
|
10.7K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.21KNew |
$50.1K - $58.1K
|
1.21K
$57.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.21K+ 3.39% |
$50.1K - $58.1K
|
36.8K
$1.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.2K+ 12.3% |
$49.8K - $57.7K
|
11K
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.14K+ 6.85% |
$47.2K - $54.7K
|
17.7K
$845K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.09K+ 18.69% |
$45.4K - $52.6K
|
6.94K
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.08K+ 4.62% |
$45K - $52.1K
|
24.5K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.07K+ 12.32% |
$44.4K - $51.4K
|
9.74K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.04K+ 9.53% |
$43.2K - $50K
|
12K
$570K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.04K+ 20.77% |
$43.1K - $49.9K
|
6.04K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
988+ 2.69% |
$41K - $47.5K
|
37.7K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
971+ 48.74% |
$40.3K - $46.7K
|
2.96K
$141K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
965+ 1.76% |
$40.1K - $46.4K
|
55.8K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
947+ 0.61% |
$39.3K - $45.6K
|
155K
$7.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
BUY
|
- |
930+ 0.31% |
$38.6K - $44.7K
|
301K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
927+ 5.13% |
$38.5K - $44.6K
|
19K
$905K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
907+ 2.54% |
$37.6K - $43.6K
|
36.6K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
905+ 1.13% |
$37.6K - $43.5K
|
80.8K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
901+ 3.31% |
$37.4K - $43.3K
|
28.1K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
886+ 4.48% |
$36.8K - $42.6K
|
20.7K
$985K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
884+ 0.23% |
$36.7K - $42.5K
|
384K
$18.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
868+ 15.95% |
$36K - $41.8K
|
6.31K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
819+ 99.15% |
$34K - $39.4K
|
1.65K
$78.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
812+ 4.08% |
$33.7K - $39.1K
|
20.7K
$988K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
800+ 7.29% |
$33.2K - $38.5K
|
11.8K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
768+ 2.73% |
$31.9K - $36.9K
|
28.9K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
757+ 6.29% |
$31.4K - $36.4K
|
12.8K
$610K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
750+ 4.98% |
$31.1K - $36.1K
|
15.8K
$754K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
740+ 12.46% |
$30.7K - $35.6K
|
6.68K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
724+ 102.7% |
$30.1K - $34.8K
|
1.43K
$68.1K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
716+ 158.06% |
$29.7K - $34.4K
|
1.17K
$55.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
700+ 8.99% |
$29.1K - $33.7K
|
8.49K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
697+ 14.62% |
$28.9K - $33.5K
|
5.47K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
682+ 6.58% |
$28.3K - $32.8K
|
11K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
673+ 1.65% |
$27.9K - $32.4K
|
41.4K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
656+ 1.69% |
$27.2K - $31.6K
|
39.4K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
636+ 0.66% |
$26.4K - $30.6K
|
97.5K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
616+ 1.79% |
$25.6K - $29.6K
|
35.1K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
604+ 6.62% |
$25.1K - $29.1K
|
9.72K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
600+ 4.58% |
$24.9K - $28.9K
|
13.7K
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
557+ 1.08% |
$23.1K - $26.8K
|
52.2K
$2.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
550+ 8.88% |
$22.8K - $26.5K
|
6.75K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
547New |
$22.7K - $26.3K
|
547
$26.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
535+ 0.21% |
$22.2K - $25.7K
|
253K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
531+ 10.35% |
$22K - $25.5K
|
5.66K
$270K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
520+ 3.57% |
$21.6K - $25K
|
15.1K
$720K
|