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
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.98K- 11.54% |
$78K - $95.1K
|
15.1K
$684K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.98K- 13.65% |
$78.1K - $95.2K
|
12.5K
$565K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.98K- 13.11% |
$78.1K - $95.3K
|
13.1K
$593K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.99K- 31.48% |
$78.4K - $95.7K
|
4.32K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
SELL
|
- |
-1.99K- 22.71% |
$78.6K - $95.9K
|
6.78K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2K- 8.31% |
$79K - $96.3K
|
22.1K
$996K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.03K- 55.32% |
$80.2K - $97.8K
|
1.64K
$74.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.05K- 0.44% |
$80.9K - $98.7K
|
459K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.08K- 2.08% |
$82.2K - $100K
|
97.9K
$4.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-2.19K- 23.85% |
$86.5K - $105K
|
6.99K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.2K- 8.48% |
$86.8K - $106K
|
23.7K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.23K- 8.32% |
$88.2K - $108K
|
24.6K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.28K- 8.34% |
$89.9K - $110K
|
25K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.28K- 3.08% |
$90K - $110K
|
71.7K
$3.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-2.29K- 12.74% |
$90.2K - $110K
|
15.7K
$707K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-2.33K- 0.91% |
$92K - $112K
|
253K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.39K- 16.13% |
$94.5K - $115K
|
12.4K
$562K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.4K- 21.49% |
$94.8K - $116K
|
8.77K
$396K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.4K- 16.35% |
$94.8K - $116K
|
12.3K
$554K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.41K- 7.52% |
$95.3K - $116K
|
29.7K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.5K- 3.88% |
$98.6K - $120K
|
61.9K
$2.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.53K- 15.79% |
$99.9K - $122K
|
13.5K
$609K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.53K- 3.48% |
$100K - $122K
|
70.3K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.54K- 0.26% |
$100K - $122K
|
966K
$43.6M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.55K- 9.33% |
$100K - $123K
|
24.7K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-2.55K- 0.99% |
$101K - $123K
|
254K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.57K- 15.26% |
$101K - $124K
|
14.3K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.61K- 8.48% |
$103K - $126K
|
28.2K
$1.27M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.64K- 3.47% |
$104K - $127K
|
73.4K
$3.31M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.66K- 9.6% |
$105K - $128K
|
25K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.66K- 8.33% |
$105K - $128K
|
29.3K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.67K- 2.17% |
$105K - $129K
|
121K
$5.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.69K- 17.85% |
$106K - $130K
|
12.4K
$559K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.69K- 12.31% |
$106K - $130K
|
19.2K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.7K- 3.24% |
$107K - $130K
|
80.7K
$3.64M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.85K- 18.24% |
$113K - $137K
|
12.8K
$577K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.87K- 12.02% |
$113K - $138K
|
21K
$948K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.89K- 57.11% |
$114K - $139K
|
2.17K
$97.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.95K- 7.02% |
$116K - $142K
|
39K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.97K- 8.84% |
$117K - $143K
|
30.6K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.97K- 7.47% |
$117K - $143K
|
36.8K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3K- 1.81% |
$118K - $144K
|
163K
$7.35M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3K- 2.25% |
$119K - $145K
|
131K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.02K- 33.81% |
$119K - $145K
|
5.9K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.13K- 2.61% |
$124K - $151K
|
117K
$5.28M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-3.19K- 2.91% |
$126K - $153K
|
106K
$4.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.21K- 5.31% |
$127K - $155K
|
57.3K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.25K- 17.91% |
$128K - $156K
|
14.9K
$672K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.26K- 15.46% |
$129K - $157K
|
17.8K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.26K- 5.79% |
$129K - $157K
|
53K
$2.4M
|