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 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-71- 1.15% |
$2.8K - $3.42K
|
6.09K
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-74- 1.17% |
$2.92K - $3.56K
|
6.23K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-77- 1.35% |
$3.04K - $3.71K
|
5.63K
$254K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-79- 0.26% |
$3.12K - $3.8K
|
30.6K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-79- 0.2% |
$3.12K - $3.8K
|
40.2K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-81- 1.16% |
$3.2K - $3.9K
|
6.88K
$311K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-84- 38.53% |
$3.32K - $4.04K
|
134
$6.05K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-84- 0.37% |
$3.32K - $4.04K
|
22.9K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-90- 1.54% |
$3.55K - $4.33K
|
5.75K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-91- 0.34% |
$3.59K - $4.38K
|
27K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-91- 0.15% |
$3.59K - $4.38K
|
59.7K
$2.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-92- 0.48% |
$3.63K - $4.43K
|
18.9K
$853K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-97- 0.53% |
$3.83K - $4.67K
|
18.2K
$821K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-97- 1.05% |
$3.83K - $4.67K
|
9.19K
$415K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-100- 0.24% |
$3.95K - $4.82K
|
42.2K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-100- 0.17% |
$3.95K - $4.82K
|
58.4K
$2.64M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 0.37% |
$3.95K - $4.82K
|
27.1K
$1.22M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 56.5% |
$3.95K - $4.82K
|
77
$3.48K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-108- 0.42% |
$4.26K - $5.2K
|
25.8K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-110- 1.13% |
$4.34K - $5.3K
|
9.66K
$436K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-113- 3.09% |
$4.46K - $5.44K
|
3.55K
$160K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-113- 5.22% |
$4.46K - $5.44K
|
2.05K
$92.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-114- 0.11% |
$4.5K - $5.49K
|
101K
$4.55M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-116- 0.55% |
$4.58K - $5.59K
|
21K
$949K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-119- 3.42% |
$4.7K - $5.73K
|
3.36K
$152K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-120- 0.29% |
$4.74K - $5.78K
|
41.3K
$1.86M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-121- 1.54% |
$4.78K - $5.83K
|
7.74K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-122- 79.22% |
$4.82K - $5.87K
|
32
$1.45K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-122- 0.85% |
$4.82K - $5.87K
|
14.3K
$646K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-125- 0.06% |
$4.94K - $6.02K
|
194K
$8.75M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-125- 1.91% |
$4.94K - $6.02K
|
6.43K
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-128- 0.21% |
$5.05K - $6.16K
|
61.8K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-129- 1.25% |
$5.09K - $6.21K
|
10.2K
$460K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-132- 1.59% |
$5.21K - $6.36K
|
8.17K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-135- 0.91% |
$5.33K - $6.5K
|
14.8K
$667K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-136- 1.32% |
$5.37K - $6.55K
|
10.2K
$459K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-142- 41.52% |
$5.61K - $6.84K
|
200
$9.03K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-143- 1.44% |
$5.65K - $6.89K
|
9.82K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-145- 1.34% |
$5.72K - $6.98K
|
10.7K
$483K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-147- 0.06% |
$5.8K - $7.08K
|
262K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-149- 14.34% |
$5.88K - $7.17K
|
890
$40.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-150- 0.34% |
$5.92K - $7.22K
|
43.7K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-150- 0.61% |
$5.92K - $7.22K
|
24.3K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-151- 2.44% |
$5.96K - $7.27K
|
6.03K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-155- 2.28% |
$6.12K - $7.46K
|
6.64K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-162- 3.05% |
$6.4K - $7.8K
|
5.15K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-163- 1.68% |
$6.44K - $7.85K
|
9.56K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-168- 1.07% |
$6.63K - $8.09K
|
15.6K
$705K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-175- 0.34% |
$6.91K - $8.43K
|
51.1K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-181- 0.35% |
$7.15K - $8.72K
|
52K
$2.35M
|