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 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-387- 2.97% |
$15.3K - $18.6K
|
12.6K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-389- 5.18% |
$15.4K - $18.7K
|
7.12K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-398- 3.08% |
$15.7K - $19.2K
|
12.5K
$566K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-400- 8.2% |
$15.8K - $19.3K
|
4.48K
$202K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-400- 6.81% |
$15.8K - $19.3K
|
5.48K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-400- 4.29% |
$15.8K - $19.3K
|
8.92K
$403K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-405- 4.31% |
$16K - $19.5K
|
8.98K
$406K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-421- 0.14% |
$16.6K - $20.3K
|
297K
$13.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-425- 4.16% |
$16.8K - $20.5K
|
9.79K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-427- 25.79% |
$16.9K - $20.6K
|
1.23K
$55.5K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-434- 51.85% |
$17.1K - $20.9K
|
403
$18.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-436- 2.6% |
$17.2K - $21K
|
16.3K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-436- 1.08% |
$17.2K - $21K
|
39.8K
$1.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-438- 16.68% |
$17.3K - $21.1K
|
2.19K
$98.8K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-445- 6.05% |
$17.6K - $21.4K
|
6.92K
$312K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-458- 2.53% |
$18.1K - $22.1K
|
17.7K
$798K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-458- 10.22% |
$18.1K - $22.1K
|
4.02K
$182K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-463- 2.93% |
$18.3K - $22.3K
|
15.3K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-470- 10.56% |
$18.6K - $22.6K
|
3.98K
$180K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-471- 1.13% |
$18.6K - $22.7K
|
41.1K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-477- 3.57% |
$18.8K - $23K
|
12.9K
$581K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-478- 2.85% |
$18.9K - $23K
|
16.3K
$736K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-481- 2.33% |
$19K - $23.2K
|
20.2K
$911K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-482- 15.49% |
$19K - $23.2K
|
2.63K
$119K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-498- 0.89% |
$19.7K - $24K
|
55.6K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-498- 3.54% |
$19.7K - $24K
|
13.6K
$613K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-500- 0.9% |
$19.7K - $24.1K
|
55.3K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-505- 68.15% |
$19.9K - $24.3K
|
236
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-508- 3.25% |
$20.1K - $24.5K
|
15.1K
$683K
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-510- 0.38% |
$20.1K - $24.6K
|
135K
$6.1M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-512- 7.59% |
$20.2K - $24.7K
|
6.23K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-513- 2.18% |
$20.3K - $24.7K
|
23.1K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-518- 31.0% |
$20.5K - $24.9K
|
1.15K
$52.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-520- 2.51% |
$20.5K - $25K
|
20.2K
$913K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-523- 2.83% |
$20.6K - $25.2K
|
18K
$811K
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-540- 2.35% |
$21.3K - $26K
|
22.4K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-542- 5.28% |
$21.4K - $26.1K
|
9.73K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-550- 0.86% |
$21.7K - $26.5K
|
63.5K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-550- 2.6% |
$21.7K - $26.5K
|
20.6K
$932K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-551- 8.49% |
$21.8K - $26.5K
|
5.94K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-563- 8.75% |
$22.2K - $27.1K
|
5.87K
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-583- 5.91% |
$23K - $28.1K
|
9.28K
$419K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-586- 3.6% |
$23.1K - $28.2K
|
15.7K
$709K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-590- 76.62% |
$23.3K - $28.4K
|
180
$8.13K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-593- 3.57% |
$23.4K - $28.6K
|
16K
$723K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-600- 11.32% |
$23.7K - $28.9K
|
4.7K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-600- 2.61% |
$23.7K - $28.9K
|
22.4K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 0.84% |
$23.7K - $28.9K
|
70.8K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-600- 5.02% |
$23.7K - $28.9K
|
11.4K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-600- 6.25% |
$23.7K - $28.9K
|
9K
$406K
|