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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12K+ 85.19% |
$474K - $578K
|
26.1K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
11.9K+ 7.29% |
$468K - $571K
|
174K
$7.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.8K+ 8.92% |
$466K - $568K
|
144K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
11.7K+ 8.64% |
$461K - $562K
|
147K
$6.63M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
11.7KNew |
$460K - $561K
|
11.7K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
11.6K+ 9.19% |
$458K - $558K
|
138K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.6K+ 3.62% |
$457K - $557K
|
331K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.6K+ 14.76% |
$457K - $557K
|
89.9K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
11.4K+ 52.36% |
$451K - $550K
|
33.2K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.3K+ 5.72% |
$447K - $545K
|
209K
$9.46M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.3K+ 161.55% |
$446K - $544K
|
18.3K
$827K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
11.2KNew |
$443K - $541K
|
11.2K
$507K
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
11.1K+ 7.6% |
$436K - $532K
|
156K
$7.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11K+ 13.57% |
$434K - $530K
|
92.1K
$4.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 3.95% |
$430K - $525K
|
287K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
10.6KNew |
$419K - $511K
|
10.6K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.6K+ 6.15% |
$417K - $508K
|
182K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
10.3K+ 22.47% |
$408K - $498K
|
56.3K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
10.3K+ 27.52% |
$407K - $496K
|
47.7K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
10.2K+ 13.8% |
$402K - $491K
|
84.1K
$3.8M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
10.2K+ 31.19% |
$402K - $490K
|
42.8K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
10.1K+ 3.59% |
$398K - $485K
|
291K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.1K+ 71.47% |
$397K - $484K
|
24.1K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$395K - $482K
|
10K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
10K+ 6.06% |
$395K - $482K
|
175K
$7.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
9.99KNew |
$394K - $481K
|
9.99K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.95K+ 1.01% |
$393K - $479K
|
999K
$45.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
9.92K+ 67.38% |
$392K - $478K
|
24.6K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
9.88K+ 5.79% |
$390K - $476K
|
180K
$8.15M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.74K+ 114.66% |
$384K - $469K
|
18.2K
$823K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.2K+ 18.78% |
$363K - $443K
|
58.2K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
9.11K+ 14.92% |
$359K - $438K
|
70.1K
$3.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.02K+ 78.89% |
$356K - $434K
|
20.5K
$924K
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
8.95K+ 32.72% |
$354K - $431K
|
36.3K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.87KNew |
$350K - $427K
|
8.87K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.83K+ 7.24% |
$348K - $425K
|
131K
$5.9M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
8.65KNew |
$342K - $416K
|
8.65K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
8.47KNew |
$335K - $408K
|
8.47K
$383K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
8.46K+ 3.02% |
$334K - $407K
|
289K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.36K+ 63.75% |
$330K - $403K
|
21.5K
$970K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
8.31K+ 53.76% |
$328K - $400K
|
23.8K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.25K+ 20.96% |
$326K - $397K
|
47.6K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
8.2K+ 50.43% |
$324K - $395K
|
24.5K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
8.17KNew |
$323K - $394K
|
8.17K
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
BUY
|
- |
8.07K+ 2.68% |
$318K - $388K
|
309K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
8K+ 9.76% |
$316K - $385K
|
90K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
7.96KNew |
$314K - $383K
|
7.96K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
7.89K+ 8.07% |
$311K - $380K
|
106K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
7.87K+ 13.88% |
$311K - $379K
|
64.6K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.84K+ 9.58% |
$309K - $377K
|
89.7K
$4.05M
|