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
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.97K- 7.47% |
$117K - $143K
|
36.8K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3K- 1.81% |
$118K - $144K
|
163K
$7.39M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3K- 2.25% |
$119K - $145K
|
131K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.02K- 33.81% |
$119K - $145K
|
5.9K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.13K- 2.61% |
$124K - $151K
|
117K
$5.3M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-3.19K- 2.91% |
$126K - $153K
|
106K
$4.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.21K- 5.31% |
$127K - $155K
|
57.3K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.25K- 17.91% |
$128K - $156K
|
14.9K
$676K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.26K- 15.46% |
$129K - $157K
|
17.8K
$808K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.26K- 5.79% |
$129K - $157K
|
53K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.29K- 2.32% |
$130K - $158K
|
138K
$6.27M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.36K- 9.07% |
$132K - $162K
|
33.6K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-3.4K- 2.9% |
$134K - $164K
|
114K
$5.15M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.4K- 0.88% |
$134K - $164K
|
384K
$17.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.5K- 38.74% |
$138K - $169K
|
5.54K
$251K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.52K- 11.14% |
$139K - $169K
|
28K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.54K- 2.07% |
$140K - $170K
|
167K
$7.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-3.59K- 21.04% |
$142K - $173K
|
13.5K
$612K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.63K- 0.3% |
$143K - $175K
|
1.2M
$54.6M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.66K- 3.48% |
$144K - $176K
|
101K
$4.6M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.71K- 14.22% |
$146K - $178K
|
22.4K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-3.73K- 1.88% |
$147K - $179K
|
195K
$8.83M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.74K- 3.85% |
$148K - $180K
|
93.3K
$4.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.74K- 2.12% |
$148K - $180K
|
173K
$7.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.75K- 23.65% |
$148K - $181K
|
12.1K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.86K- 1.44% |
$152K - $186K
|
264K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3.93K- 0.78% |
$155K - $189K
|
498K
$22.6M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-4.03K- 13.31% |
$159K - $194K
|
26.2K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-4.23K- 32.5% |
$167K - $203K
|
8.78K
$398K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-4.26K- 99.05% |
$168K - $205K
|
41
$1.86K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-4.32K- 3.9% |
$171K - $208K
|
106K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.42K- 19.47% |
$174K - $213K
|
18.3K
$829K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.55K- 10.36% |
$180K - $219K
|
39.4K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.59K- 0.48% |
$181K - $221K
|
957K
$43.4M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.67K- 47.03% |
$184K - $225K
|
5.26K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-4.81K- 2.89% |
$190K - $232K
|
162K
$7.34M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4.82K- 17.07% |
$190K - $232K
|
23.4K
$1.06M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4.9K- 7.62% |
$193K - $236K
|
59.4K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-4.97K- 27.2% |
$196K - $239K
|
13.3K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.02K- 35.08% |
$198K - $242K
|
9.29K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.26K- 17.21% |
$208K - $253K
|
25.3K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-5.42K- 20.54% |
$214K - $261K
|
21K
$951K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5.57K- 7.58% |
$220K - $268K
|
67.8K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-5.58K- 51.53% |
$220K - $269K
|
5.25K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-5.73K- 5.88% |
$226K - $276K
|
91.7K
$4.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5.73K- 10.14% |
$226K - $276K
|
50.8K
$2.31M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6K- 3.77% |
$237K - $289K
|
153K
$6.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-6.01K- 24.03% |
$237K - $289K
|
19K
$862K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.22K- 20.65% |
$245K - $299K
|
23.9K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-6.22K- 3.47% |
$246K - $300K
|
173K
$7.85M
|