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 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
64+ 5.02% |
$2.53K - $3.08K
|
1.34K
$60.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
62+ 1.13% |
$2.45K - $2.99K
|
5.53K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
61+ 1.13% |
$2.41K - $2.94K
|
5.45K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
60+ 56.6% |
$2.37K - $2.89K
|
166
$7.5K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
59+ 0.31% |
$2.33K - $2.84K
|
19.1K
$862K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
59+ 0.31% |
$2.33K - $2.84K
|
19K
$857K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
58+ 1.07% |
$2.29K - $2.79K
|
5.5K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
58New |
$2.29K - $2.79K
|
58
$2.62K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
57+ 17.59% |
$2.25K - $2.74K
|
381
$17.2K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
54+ 0.02% |
$2.13K - $2.6K
|
236K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
53+ 0.89% |
$2.09K - $2.55K
|
6K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
51+ 1.04% |
$2.01K - $2.46K
|
4.96K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
51+ 0.93% |
$2.01K - $2.46K
|
5.56K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 2.95% |
$1.97K - $2.41K
|
1.75K
$78.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
49+ 0.67% |
$1.93K - $2.36K
|
7.36K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
49+ 1.12% |
$1.93K - $2.36K
|
4.42K
$200K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
48+ 0.06% |
$1.9K - $2.31K
|
78K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
46+ 0.05% |
$1.82K - $2.21K
|
85.6K
$3.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
44+ 3.93% |
$1.74K - $2.12K
|
1.17K
$52.6K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
43+ 69.35% |
$1.7K - $2.07K
|
105
$4.74K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
42+ 9.66% |
$1.66K - $2.02K
|
477
$21.5K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
38+ 0.46% |
$1.5K - $1.83K
|
8.26K
$373K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
37+ 0.33% |
$1.46K - $1.78K
|
11.1K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
35+ 350.0% |
$1.38K - $1.69K
|
45
$2.03K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
34+ 2.81% |
$1.34K - $1.64K
|
1.25K
$56.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
32+ 0.61% |
$1.26K - $1.54K
|
5.3K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
31+ 44.93% |
$1.22K - $1.49K
|
100
$4.52K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
29+ 9.63% |
$1.14K - $1.4K
|
330
$14.9K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
29+ 0.54% |
$1.14K - $1.4K
|
5.43K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.18% |
$1.14K - $1.4K
|
15.8K
$714K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 0.13% |
$1.11K - $1.35K
|
20.8K
$939K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
27+ 0.82% |
$1.07K - $1.3K
|
3.32K
$150K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
27+ 1.49% |
$1.07K - $1.3K
|
1.84K
$83.1K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
26+ 0.45% |
$1.03K - $1.25K
|
5.8K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
26New |
$1.03K - $1.25K
|
26
$1.17K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
25+ 5.8% |
$987 - $1.2K
|
456
$20.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 9.4% |
$987 - $1.2K
|
291
$13.1K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
25+ 192.31% |
$987 - $1.2K
|
38
$1.72K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
22+ 6.47% |
$869 - $1.06K
|
362
$16.3K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22+ 62.86% |
$869 - $1.06K
|
57
$2.57K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
21+ 0.06% |
$829 - $1.01K
|
35.4K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
20+ 0.04% |
$790 - $963
|
55.4K
$2.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19+ 0.23% |
$750 - $915
|
8.34K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19+ 0.21% |
$750 - $915
|
8.95K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19+ 0.06% |
$750 - $915
|
31.3K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
18New |
$711 - $867
|
18
$813
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18New |
$711 - $867
|
18
$813
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
17+ 0.03% |
$671 - $819
|
64.6K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17+ 0.14% |
$671 - $819
|
12.6K
$567K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
15+ 0.15% |
$592 - $722
|
9.95K
$449K
|