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 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-605- 31.76% |
$23.9K - $29.1K
|
1.3K
$58.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-609- 5.53% |
$24K - $29.3K
|
10.4K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-626- 4.34% |
$24.7K - $30.1K
|
13.8K
$623K
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-640- 0.9% |
$25.3K - $30.8K
|
70.5K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-641- 6.44% |
$25.3K - $30.9K
|
9.32K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-646- 1.29% |
$25.5K - $31.1K
|
49.3K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-647- 0.43% |
$25.5K - $31.2K
|
151K
$6.84M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-665- 2.62% |
$26.3K - $32K
|
24.7K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-685- 11.85% |
$27K - $33K
|
5.1K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-689- 0.29% |
$27.2K - $33.2K
|
238K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-700- 1.74% |
$27.6K - $33.7K
|
39.4K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-703- 0.39% |
$27.8K - $33.8K
|
178K
$8.05M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-706- 7.89% |
$27.9K - $34K
|
8.24K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-723- 4.5% |
$28.5K - $34.8K
|
15.3K
$692K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-730- 8.63% |
$28.8K - $35.1K
|
7.73K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-730- 0.64% |
$28.8K - $35.1K
|
113K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-735- 6.74% |
$29K - $35.4K
|
10.2K
$459K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-739- 6.15% |
$29.2K - $35.6K
|
11.3K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-740- 1.49% |
$29.2K - $35.6K
|
49K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-748- 0.48% |
$29.5K - $36K
|
155K
$6.98M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-750- 1.82% |
$29.6K - $36.1K
|
40.4K
$1.82M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-759- 1.29% |
$30K - $36.5K
|
58.2K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-777- 12.78% |
$30.7K - $37.4K
|
5.3K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-780- 2.6% |
$30.8K - $37.6K
|
29.2K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-786- 13.72% |
$31K - $37.8K
|
4.94K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-787- 5.38% |
$31.1K - $37.9K
|
13.8K
$625K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-796- 3.24% |
$31.4K - $38.3K
|
23.7K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-800- 0.05% |
$31.6K - $38.5K
|
1.66M
$75.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-808- 0.89% |
$31.9K - $38.9K
|
90.1K
$4.07M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-817- 1.67% |
$32.3K - $39.3K
|
48.2K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-845- 5.32% |
$33.4K - $40.7K
|
15K
$679K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-881- 0.96% |
$34.8K - $42.4K
|
91.1K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-888- 1.79% |
$35.1K - $42.8K
|
48.6K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-908- 8.33% |
$35.8K - $43.7K
|
10K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-912- 0.29% |
$36K - $43.9K
|
316K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-918- 4.14% |
$36.2K - $44.2K
|
21.3K
$961K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-932- 24.55% |
$36.8K - $44.9K
|
2.87K
$129K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-946- 2.7% |
$37.3K - $45.5K
|
34.1K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-950- 38.78% |
$37.5K - $45.7K
|
1.5K
$67.7K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-973- 1.63% |
$38.4K - $46.8K
|
58.8K
$2.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-990- 2.13% |
$39.1K - $47.7K
|
45.5K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-1K- 7.18% |
$39.5K - $48.2K
|
12.9K
$584K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.04K- 99.81% |
$40.9K - $49.8K
|
2
$90.3
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.04K- 8.9% |
$40.9K - $49.9K
|
10.6K
$479K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-1.05K- 17.4% |
$41.5K - $50.6K
|
4.99K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.07K- 2.61% |
$42.4K - $51.7K
|
40K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.09K- 0.6% |
$43K - $52.4K
|
181K
$8.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.09K- 6.92% |
$43.2K - $52.6K
|
14.7K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.1K- 14.17% |
$43.3K - $52.8K
|
6.64K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.1K- 12.93% |
$43.3K - $52.8K
|
7.38K
$333K
|