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 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
419+ 8.98% |
$16.5K - $20.2K
|
5.08K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
417New |
$16.5K - $20.1K
|
417
$18.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
404+ 0.28% |
$15.9K - $19.5K
|
143K
$6.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
400+ 2.1% |
$15.8K - $19.3K
|
19.5K
$880K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
397+ 0.96% |
$15.7K - $19.1K
|
41.6K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
397+ 1526.92% |
$15.7K - $19.1K
|
423
$19.1K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
397+ 0.37% |
$15.7K - $19.1K
|
107K
$4.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
394+ 2.49% |
$15.6K - $19K
|
16.2K
$732K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
382+ 1.44% |
$15.1K - $18.4K
|
26.8K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
379+ 13.7% |
$15K - $18.2K
|
3.15K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
378+ 2.58% |
$14.9K - $18.2K
|
15K
$678K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
365+ 1.59% |
$14.4K - $17.6K
|
23.3K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
352+ 64.35% |
$13.9K - $16.9K
|
899
$40.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
350+ 2.04% |
$13.8K - $16.9K
|
17.5K
$789K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
350+ 2.69% |
$13.8K - $16.9K
|
13.4K
$603K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
346+ 1.61% |
$13.7K - $16.7K
|
21.8K
$984K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
345New |
$13.6K - $16.6K
|
345
$15.6K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
343+ 0.32% |
$13.5K - $16.5K
|
108K
$4.86M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
342+ 0.18% |
$13.5K - $16.5K
|
191K
$8.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
324+ 3.03% |
$12.8K - $15.6K
|
11K
$498K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
323+ 17.54% |
$12.8K - $15.6K
|
2.16K
$97.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
317+ 3.47% |
$12.5K - $15.3K
|
9.46K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
315+ 2.42% |
$12.4K - $15.2K
|
13.3K
$602K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
309+ 1.9% |
$12.2K - $14.9K
|
16.6K
$749K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
305+ 1.58% |
$12K - $14.7K
|
19.7K
$888K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
290+ 0.74% |
$11.4K - $14K
|
39.3K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
288+ 7.98% |
$11.4K - $13.9K
|
3.9K
$176K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
281New |
$11.1K - $13.5K
|
281
$12.7K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
262+ 3.5% |
$10.3K - $12.6K
|
7.75K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
261+ 11.82% |
$10.3K - $12.6K
|
2.47K
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
251+ 4.62% |
$9.91K - $12.1K
|
5.68K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
250+ 2.04% |
$9.87K - $12K
|
12.5K
$564K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
248New |
$9.79K - $11.9K
|
248
$11.2K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
248+ 2.16% |
$9.79K - $11.9K
|
11.8K
$531K
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
230+ 4.5% |
$9.08K - $11.1K
|
5.34K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
226+ 1.96% |
$8.92K - $10.9K
|
11.8K
$531K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
218+ 2.98% |
$8.61K - $10.5K
|
7.53K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
216New |
$8.53K - $10.4K
|
216
$9.75K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
210+ 0.31% |
$8.29K - $10.1K
|
66.9K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
209+ 3.2% |
$8.25K - $10.1K
|
6.74K
$304K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
207+ 0.48% |
$8.17K - $9.97K
|
43.4K
$1.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
201+ 1.9% |
$7.94K - $9.68K
|
10.8K
$486K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
200+ 0.66% |
$7.9K - $9.63K
|
30.7K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
197+ 1.29% |
$7.78K - $9.49K
|
15.4K
$697K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
193+ 3.24% |
$7.62K - $9.29K
|
6.16K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
186+ 2.26% |
$7.34K - $8.96K
|
8.41K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
185New |
$7.3K - $8.91K
|
185
$8.35K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
185+ 0.55% |
$7.3K - $8.91K
|
33.6K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
182+ 3.08% |
$7.19K - $8.76K
|
6.1K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
180+ 51.14% |
$7.11K - $8.67K
|
532
$24K
|