Purchases and Sales Made in Q1 2025 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q1 2025. The information is specifically focused on institutions that hold shares of TRUIST FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.27K+ 10.85% |
$50K - $61K
|
12.9K
$584K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.26K+ 7.22% |
$49.9K - $60.9K
|
18.8K
$847K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.26K+ 6.31% |
$49.7K - $60.6K
|
21.2K
$958K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.25K+ 2.77% |
$49.2K - $60K
|
46.2K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.25K+ 26.58% |
$49.2K - $59.9K
|
5.93K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.24K+ 8.49% |
$48.9K - $59.6K
|
15.8K
$715K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.22K+ 3.24% |
$48K - $58.5K
|
38.7K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.21K+ 7.94% |
$47.9K - $58.5K
|
16.5K
$745K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.2K+ 3.37% |
$47.2K - $57.6K
|
36.7K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.18K+ 8.42% |
$46.6K - $56.9K
|
15.2K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.18K+ 282.54% |
$46.6K - $56.9K
|
1.6K
$72.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.18K+ 9.4% |
$46.4K - $56.6K
|
13.7K
$618K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.17K+ 3.19% |
$46.1K - $56.2K
|
37.7K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.13K+ 8.3% |
$44.7K - $54.6K
|
14.8K
$668K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.13KNew |
$44.6K - $54.4K
|
1.13K
$51K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.13K+ 8.25% |
$44.5K - $54.3K
|
14.8K
$669K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.11K+ 19.72% |
$43.8K - $53.4K
|
6.74K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 23.97% |
$43.7K - $53.4K
|
5.73K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.1K+ 5.06% |
$43.6K - $53.2K
|
22.9K
$1.04M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.1KNew |
$43.3K - $52.8K
|
1.1K
$49.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.09K+ 2.43% |
$43.2K - $52.7K
|
46.1K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.09K+ 362.67% |
$43K - $52.4K
|
1.39K
$62.7K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.08K+ 9.34% |
$42.5K - $51.9K
|
12.6K
$569K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.06K+ 2.24% |
$41.7K - $50.9K
|
48.2K
$2.18M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 2.87% |
$41.1K - $50.1K
|
37.4K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.04K+ 11.81% |
$40.9K - $49.8K
|
9.8K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.03K+ 3.49% |
$40.5K - $49.5K
|
30.5K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.02K+ 10.88% |
$40.1K - $48.9K
|
10.3K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1K+ 39.1% |
$39.6K - $48.3K
|
3.57K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
999+ 3.57% |
$39.4K - $48.1K
|
29K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
989+ 3.34% |
$39K - $47.6K
|
30.6K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
986+ 4.06% |
$38.9K - $47.5K
|
25.3K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
981+ 0.56% |
$38.7K - $47.2K
|
177K
$7.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
981+ 17.93% |
$38.7K - $47.2K
|
6.45K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
979+ 12.69% |
$38.7K - $47.1K
|
8.69K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
971+ 9.91% |
$38.3K - $46.8K
|
10.8K
$486K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
948+ 8.58% |
$37.4K - $45.6K
|
12K
$542K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
944+ 1.23% |
$37.3K - $45.5K
|
77.5K
$3.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
936+ 0.96% |
$37K - $45.1K
|
98.6K
$4.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
917+ 6.32% |
$36.2K - $44.2K
|
15.4K
$696K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
915+ 3.56% |
$36.1K - $44.1K
|
26.6K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
899+ 20.59% |
$35.5K - $43.3K
|
5.27K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
897+ 4.06% |
$35.4K - $43.2K
|
23K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
890+ 3.2% |
$35.1K - $42.9K
|
28.7K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
860+ 1.91% |
$34K - $41.4K
|
46K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
840+ 4.43% |
$33.2K - $40.4K
|
19.8K
$895K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
832+ 5.78% |
$32.8K - $40.1K
|
15.2K
$688K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
819+ 10.81% |
$32.3K - $39.4K
|
8.4K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
796+ 4.73% |
$31.4K - $38.3K
|
17.6K
$796K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
775+ 12.7% |
$30.6K - $37.3K
|
6.88K
$311K
|