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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
773+ 2.75% |
$30.5K - $37.2K
|
28.9K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
770+ 13.36% |
$30.4K - $37.1K
|
6.53K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
715+ 2.79% |
$28.2K - $34.4K
|
26.3K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
710+ 4.23% |
$28K - $34.2K
|
17.5K
$791K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
700+ 1.6% |
$27.6K - $33.7K
|
44.4K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
700+ 2.24% |
$27.6K - $33.7K
|
31.9K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
700+ 1.51% |
$27.6K - $33.7K
|
47K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
690+ 4.92% |
$27.2K - $33.2K
|
14.7K
$665K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
688+ 9.84% |
$27.2K - $33.1K
|
7.68K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
658+ 263.2% |
$26K - $31.7K
|
908
$41K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
653+ 0.41% |
$25.8K - $31.4K
|
162K
$7.3M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
649+ 435.57% |
$25.6K - $31.2K
|
798
$36K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
645+ 2.62% |
$25.5K - $31.1K
|
25.3K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
640+ 11.09% |
$25.3K - $30.8K
|
6.41K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
637+ 3.41% |
$25.1K - $30.7K
|
19.3K
$874K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
629+ 9.39% |
$24.8K - $30.3K
|
7.33K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
624+ 1.65% |
$24.6K - $30K
|
38.4K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
609New |
$24K - $29.3K
|
609
$27.5K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
605+ 5.86% |
$23.9K - $29.1K
|
10.9K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
598New |
$23.6K - $28.8K
|
598
$27K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
580+ 360.25% |
$22.9K - $27.9K
|
741
$33.5K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
576+ 6.83% |
$22.7K - $27.7K
|
9.01K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
569+ 11.64% |
$22.5K - $27.4K
|
5.46K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
560+ 2.89% |
$22.1K - $27K
|
19.9K
$901K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
545+ 10.87% |
$21.5K - $26.2K
|
5.56K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
533+ 2.5% |
$21K - $25.7K
|
21.9K
$988K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
532+ 7.21% |
$21K - $25.6K
|
7.91K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
522New |
$20.6K - $25.1K
|
522
$23.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
521+ 9.8% |
$20.6K - $25.1K
|
5.84K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
515+ 21.72% |
$20.3K - $24.8K
|
2.89K
$130K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
515+ 18.37% |
$20.3K - $24.8K
|
3.32K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
506+ 2.58% |
$20K - $24.4K
|
20.1K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
499+ 2.35% |
$19.7K - $24K
|
21.8K
$983K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
495+ 2.81% |
$19.5K - $23.8K
|
18.1K
$818K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
493New |
$19.5K - $23.7K
|
493
$22.3K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
483+ 9.4% |
$19.1K - $23.3K
|
5.62K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
481+ 5.3% |
$19K - $23.2K
|
9.57K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
475+ 3.71% |
$18.8K - $22.9K
|
13.3K
$599K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
468+ 3.35% |
$18.5K - $22.5K
|
14.4K
$651K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
468+ 2.06% |
$18.5K - $22.5K
|
23.2K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
468+ 115.27% |
$18.5K - $22.5K
|
874
$39.5K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
465+ 2.26% |
$18.4K - $22.4K
|
21K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
460+ 2.62% |
$18.2K - $22.1K
|
18K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
458+ 8.04% |
$18.1K - $22.1K
|
6.16K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
454+ 1.24% |
$17.9K - $21.9K
|
37.2K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
446+ 4.75% |
$17.6K - $21.5K
|
9.83K
$444K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
443New |
$17.5K - $21.3K
|
443
$20K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
432+ 6.31% |
$17.1K - $20.8K
|
7.28K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
420+ 3.95% |
$16.6K - $20.2K
|
11K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
419+ 0.54% |
$16.5K - $20.2K
|
78.6K
$3.55M
|