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 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
$274K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-155- 2.28% |
$6.12K - $7.46K
|
6.64K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-162- 3.05% |
$6.4K - $7.8K
|
5.15K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-163- 1.68% |
$6.44K - $7.85K
|
9.56K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-168- 1.07% |
$6.63K - $8.09K
|
15.6K
$708K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-175- 0.34% |
$6.91K - $8.43K
|
51.1K
$2.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-181- 0.35% |
$7.15K - $8.72K
|
52K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-183- 0.34% |
$7.22K - $8.81K
|
52.9K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-184- 74.8% |
$7.26K - $8.86K
|
62
$2.81K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-185- 2.04% |
$7.3K - $8.91K
|
8.89K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-188- 2.41% |
$7.42K - $9.05K
|
7.61K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-193- 2.0% |
$7.62K - $9.29K
|
9.44K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-194- 1.33% |
$7.66K - $9.34K
|
14.3K
$651K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-194Closed |
$7.66K - $9.34K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-200- 0.77% |
$7.9K - $9.63K
|
25.9K
$1.17M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-200Closed |
$7.9K - $9.63K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-215- 1.57% |
$8.49K - $10.4K
|
13.5K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-219- 0.88% |
$8.65K - $10.5K
|
24.7K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-220- 2.16% |
$8.69K - $10.6K
|
9.99K
$453K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-221- 2.53% |
$8.73K - $10.6K
|
8.52K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-227- 0.96% |
$8.96K - $10.9K
|
23.5K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-229- 1.24% |
$9.04K - $11K
|
18.2K
$826K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-236- 3.75% |
$9.32K - $11.4K
|
6.07K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-240- 1.04% |
$9.48K - $11.6K
|
22.9K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-245- 2.4% |
$9.67K - $11.8K
|
9.96K
$452K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 6.85% |
$9.87K - $12K
|
3.4K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-257- 0.48% |
$10.1K - $12.4K
|
53.6K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-261- 7.88% |
$10.3K - $12.6K
|
3.05K
$139K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-261- 0.43% |
$10.3K - $12.6K
|
60.7K
$2.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-264- 6.6% |
$10.4K - $12.7K
|
3.73K
$169K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-271- 4.28% |
$10.7K - $13K
|
6.07K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-273- 1.42% |
$10.8K - $13.1K
|
18.9K
$857K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-278- 4.18% |
$11K - $13.4K
|
6.37K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-284- 0.96% |
$11.2K - $13.7K
|
29.2K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-287- 21.91% |
$11.3K - $13.8K
|
1.02K
$46.4K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-287- 0.82% |
$11.3K - $13.8K
|
34.8K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-291- 51.41% |
$11.5K - $14K
|
275
$12.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-291- 1.32% |
$11.5K - $14K
|
21.7K
$987K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-291- 2.45% |
$11.5K - $14K
|
11.6K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-296- 0.7% |
$11.7K - $14.3K
|
41.9K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-299- 0.49% |
$11.8K - $14.4K
|
60.9K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-300- 5.16% |
$11.8K - $14.4K
|
5.51K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-306- 2.17% |
$12.1K - $14.7K
|
13.8K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-308- 3.67% |
$12.2K - $14.8K
|
8.09K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-313- 2.5% |
$12.4K - $15.1K
|
12.2K
$554K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-317- 3.77% |
$12.5K - $15.3K
|
8.1K
$367K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-328- 0.21% |
$12.9K - $15.8K
|
158K
$7.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-336- 4.51% |
$13.3K - $16.2K
|
7.12K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-336- 78.14% |
$13.3K - $16.2K
|
94
$4.27K
|