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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.11K- 4.48% |
$43.6K - $53.2K
|
23.6K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.11K- 15.3% |
$43.7K - $53.3K
|
6.13K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.11K- 3.16% |
$43.8K - $53.4K
|
34K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.11K- 90.1% |
$43.8K - $53.4K
|
122
$5.51K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.11K- 17.62% |
$43.8K - $53.4K
|
5.19K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.12K- 18.07% |
$44.1K - $53.8K
|
5.06K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.14K- 38.31% |
$44.8K - $54.7K
|
1.83K
$82.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.14K- 5.56% |
$45K - $54.9K
|
19.4K
$875K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.17K- 8.32% |
$46.3K - $56.5K
|
12.9K
$584K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.18K- 13.33% |
$46.4K - $56.6K
|
7.64K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.19K- 9.6% |
$46.8K - $57.1K
|
11.2K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.2K- 3.01% |
$47.4K - $57.8K
|
38.6K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.24K- 3.38% |
$49K - $59.8K
|
35.5K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 14.63% |
$49.3K - $60.2K
|
7.3K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.27K- 11.15% |
$50.3K - $61.3K
|
10.1K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.3K- 2.7% |
$51.4K - $62.6K
|
47K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.32K- 2.13% |
$51.9K - $63.3K
|
60.3K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.37K- 12.93% |
$54K - $65.9K
|
9.22K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.39K- 2.55% |
$54.9K - $66.9K
|
53.1K
$2.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.4K- 12.61% |
$55.3K - $67.4K
|
9.7K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.41K- 97.64% |
$55.6K - $67.8K
|
34
$1.54K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.41K- 10.91% |
$55.8K - $68.1K
|
11.5K
$522K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.43K- 2.12% |
$56.3K - $68.6K
|
65.9K
$2.98M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.44K- 4.26% |
$56.8K - $69.3K
|
32.3K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.45K- 21.79% |
$57K - $69.6K
|
5.19K
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 4.71% |
$57.8K - $70.4K
|
29.6K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.47K- 14.45% |
$57.9K - $70.6K
|
8.68K
$392K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.47K- 5.18% |
$58.1K - $70.8K
|
26.9K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-1.5K- 22.73% |
$59.2K - $72.2K
|
5.1K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.5K- 6.98% |
$59.2K - $72.2K
|
20K
$903K
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-1.5K- 9.09% |
$59.2K - $72.2K
|
15K
$677K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.51K- 7.54% |
$59.6K - $72.7K
|
18.5K
$835K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.53K- 10.58% |
$60.5K - $73.8K
|
13K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.54K- 2.87% |
$60.8K - $74.2K
|
52.2K
$2.36M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.54K- 2.42% |
$61K - $74.3K
|
62.3K
$2.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.56K- 3.98% |
$61.5K - $75K
|
37.6K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.56K- 10.07% |
$61.6K - $75.1K
|
13.9K
$629K
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.61K- 3.31% |
$63.6K - $77.5K
|
47K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.63K- 1.92% |
$64.2K - $78.3K
|
82.9K
$3.75M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.64K- 2.3% |
$64.8K - $79K
|
69.7K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.72K- 6.64% |
$68K - $83K
|
24.2K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.75K- 14.34% |
$69.2K - $84.4K
|
10.5K
$473K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.79K- 25.49% |
$70.6K - $86.1K
|
5.23K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.82% |
$71.1K - $86.7K
|
62.1K
$2.8M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.82K- 39.14% |
$71.8K - $87.5K
|
2.83K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.86K- 12.6% |
$73.3K - $89.4K
|
12.9K
$581K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 0.9% |
$75K - $91.4K
|
210K
$9.47M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-1.92K- 9.02% |
$75.8K - $92.4K
|
19.4K
$874K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.97K- 1.16% |
$77.7K - $94.7K
|
168K
$7.58M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.98K- 2.41% |
$78K - $95.1K
|
80K
$3.61M
|