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 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
176+ 0.33% |
$6.95K - $8.47K
|
53.3K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
162+ 2.53% |
$6.4K - $7.8K
|
6.57K
$297K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
161+ 2.08% |
$6.36K - $7.75K
|
7.9K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
158+ 0.41% |
$6.24K - $7.61K
|
38.8K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
157+ 3.08% |
$6.2K - $7.56K
|
5.26K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
151+ 1.03% |
$5.96K - $7.27K
|
14.8K
$667K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
150+ 1.84% |
$5.92K - $7.22K
|
8.31K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
149+ 0.76% |
$5.88K - $7.17K
|
19.7K
$889K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
144+ 1.33% |
$5.69K - $6.93K
|
10.9K
$494K
|
|
|
Apr 23, 2025
Q1 2025
|
Salzhauer Michael
|
BUY
|
- |
142+ 0.2% |
$5.61K - $6.84K
|
72.4K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
137+ 4.18% |
$5.41K - $6.6K
|
3.42K
$154K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
136+ 2.18% |
$5.37K - $6.55K
|
6.38K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
130+ 24.16% |
$5.13K - $6.26K
|
668
$30.2K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
130+ 15.31% |
$5.13K - $6.26K
|
979
$44.2K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
127+ 0.81% |
$5.01K - $6.12K
|
15.8K
$714K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
126+ 56.76% |
$4.97K - $6.07K
|
348
$15.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
125+ 0.43% |
$4.94K - $6.02K
|
28.9K
$1.31M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125New |
$4.94K - $6.02K
|
125
$5.65K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
120New |
$4.74K - $5.78K
|
120
$5.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
116+ 8.85% |
$4.58K - $5.59K
|
1.43K
$64.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
116+ 1.58% |
$4.58K - $5.59K
|
7.44K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
116+ 0.56% |
$4.58K - $5.59K
|
20.8K
$941K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
109+ 0.67% |
$4.3K - $5.25K
|
16.3K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
109+ 50.7% |
$4.3K - $5.25K
|
324
$14.6K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
108New |
$4.26K - $5.2K
|
108
$4.88K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
106+ 2.91% |
$4.18K - $5.1K
|
3.74K
$169K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
102New |
$4.03K - $4.91K
|
102
$4.61K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
102+ 4.24% |
$4.03K - $4.91K
|
2.51K
$113K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
102+ 0.03% |
$4.03K - $4.91K
|
330K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100+ 6.03% |
$3.95K - $4.82K
|
1.76K
$79.4K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
99New |
$3.91K - $4.77K
|
99
$4.47K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
99+ 0.79% |
$3.91K - $4.77K
|
12.6K
$569K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
98+ 1.16% |
$3.87K - $4.72K
|
8.55K
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
94+ 33.57% |
$3.71K - $4.53K
|
374
$16.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
94+ 0.18% |
$3.71K - $4.53K
|
52K
$2.35M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
92+ 0.71% |
$3.63K - $4.43K
|
13.1K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
91+ 56.17% |
$3.59K - $4.38K
|
253
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
87+ 1.18% |
$3.43K - $4.19K
|
7.48K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
85New |
$3.36K - $4.09K
|
85
$3.84K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
83+ 0.37% |
$3.28K - $4K
|
22.8K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
82+ 46.33% |
$3.24K - $3.95K
|
259
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
81+ 0.48% |
$3.2K - $3.9K
|
16.8K
$759K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
79+ 1.11% |
$3.12K - $3.8K
|
7.19K
$325K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
77+ 0.95% |
$3.04K - $3.71K
|
8.22K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
76+ 0.93% |
$3K - $3.66K
|
8.24K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 2.73% |
$2.96K - $3.61K
|
2.82K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
75+ 0.78% |
$2.96K - $3.61K
|
9.69K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
73+ 0.89% |
$2.88K - $3.51K
|
8.28K
$374K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
70+ 3.54% |
$2.76K - $3.37K
|
2.05K
$92.4K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
69New |
$2.72K - $3.32K
|
69
$3.12K
|