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 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.17% |
$197 - $241
|
2.85K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 1.84% |
$276 - $337
|
374
$16.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-10- 0.2% |
$395 - $482
|
5.07K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-10- -0.0% |
$395 - $482
|
332K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 9.57% |
$434 - $530
|
104
$4.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-12- 0.04% |
$474 - $578
|
27.4K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-12- 0.03% |
$474 - $578
|
36.6K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-12- 0.88% |
$474 - $578
|
1.35K
$60.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-13- 46.43% |
$513 - $626
|
15
$677
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-14- 0.15% |
$553 - $674
|
9.41K
$425K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-16- 0.14% |
$632 - $770
|
11.1K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-16- 0.02% |
$632 - $770
|
74.8K
$3.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-18- 0.14% |
$711 - $867
|
12.5K
$565K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-18- 0.12% |
$711 - $867
|
14.5K
$656K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-18- 4.59% |
$711 - $867
|
374
$16.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-19- 0.07% |
$750 - $915
|
26.7K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-19- 0.12% |
$750 - $915
|
16.2K
$733K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-21- 0.36% |
$829 - $1.01K
|
5.8K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-21- 0.33% |
$829 - $1.01K
|
6.37K
$288K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-21- 0.04% |
$829 - $1.01K
|
49.2K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-23- 7.12% |
$908 - $1.11K
|
300
$13.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-28- 0.42% |
$1.11K - $1.35K
|
6.63K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-28- 11.02% |
$1.11K - $1.35K
|
226
$10.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-30- 0.55% |
$1.18K - $1.44K
|
5.45K
$246K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-32- 0.53% |
$1.26K - $1.54K
|
6.03K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-33- 0.37% |
$1.3K - $1.59K
|
8.98K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-34- 0.51% |
$1.34K - $1.64K
|
6.69K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-35- 15.49% |
$1.38K - $1.69K
|
191
$8.63K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-37- 0.43% |
$1.46K - $1.78K
|
8.48K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-41- 0.66% |
$1.62K - $1.97K
|
6.16K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-41- 0.45% |
$1.62K - $1.97K
|
9.11K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-42- 0.02% |
$1.66K - $2.02K
|
170K
$7.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-43- 0.22% |
$1.7K - $2.07K
|
19.1K
$861K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-44- 0.14% |
$1.74K - $2.12K
|
31.5K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-47- 0.34% |
$1.86K - $2.26K
|
13.8K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-47- 0.66% |
$1.86K - $2.26K
|
7.04K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-49- 0.72% |
$1.93K - $2.36K
|
6.72K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.59% |
$1.97K - $2.41K
|
8.44K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-51- 0.63% |
$2.01K - $2.46K
|
7.98K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-53- 0.5% |
$2.09K - $2.55K
|
10.5K
$476K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-53- 0.86% |
$2.09K - $2.55K
|
6.11K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-54- 51.92% |
$2.13K - $2.6K
|
50
$2.26K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-54- 1.01% |
$2.13K - $2.6K
|
5.29K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-56- 6.96% |
$2.21K - $2.7K
|
749
$33.8K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-56- 24.45% |
$2.21K - $2.7K
|
173
$7.81K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-65- 0.54% |
$2.57K - $3.13K
|
12.1K
$545K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-65- 0.32% |
$2.57K - $3.13K
|
20.5K
$924K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-68- 0.32% |
$2.68K - $3.27K
|
20.9K
$946K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-69- 2.17% |
$2.72K - $3.32K
|
3.11K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-70- 8.22% |
$2.76K - $3.37K
|
782
$35.3K
|