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 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.83KNew |
$309K - $377K
|
7.83K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.75KNew |
$306K - $373K
|
7.75K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
7.69KNew |
$304K - $370K
|
7.69K
$347K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
BUY
|
- |
7.68K+ 2.85% |
$303K - $370K
|
277K
$12.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.53KNew |
$297K - $363K
|
7.53K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
7.41K+ 2.15% |
$292K - $357K
|
352K
$15.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.3KNew |
$288K - $352K
|
7.3K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.27KNew |
$287K - $350K
|
7.27K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.14KNew |
$282K - $344K
|
7.14K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.14K+ 37.44% |
$282K - $344K
|
26.2K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.99K+ 69.36% |
$276K - $337K
|
17.1K
$771K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
6.95K+ 0.56% |
$274K - $335K
|
1.25M
$56.6M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6.89K+ 7.95% |
$272K - $332K
|
93.6K
$4.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.84K+ 18.74% |
$270K - $329K
|
43.3K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.82K+ 2.03% |
$269K - $328K
|
342K
$15.4M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.8KNew |
$268K - $327K
|
6.8K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
6.71K+ 8.87% |
$265K - $323K
|
82.4K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.69K+ 90.86% |
$264K - $322K
|
14.1K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.62K+ 2.35% |
$261K - $319K
|
288K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.59K+ 6.52% |
$260K - $317K
|
108K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
6.53KNew |
$258K - $314K
|
6.53K
$295K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.51K+ 4.11% |
$257K - $314K
|
165K
$7.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
6.48K+ 18.66% |
$256K - $312K
|
41.2K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.35KNew |
$251K - $306K
|
6.35K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
6.33K+ 9.31% |
$250K - $305K
|
74.3K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6.27K+ 77.66% |
$248K - $302K
|
14.4K
$648K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.23KNew |
$246K - $300K
|
6.23K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.17K+ 15.65% |
$244K - $297K
|
45.6K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.09K+ 42.35% |
$240K - $293K
|
20.5K
$924K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.93K+ 11.68% |
$234K - $286K
|
56.7K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.92KNew |
$234K - $285K
|
5.92K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.8K+ 12.79% |
$229K - $279K
|
51.2K
$2.31M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.78KNew |
$228K - $278K
|
5.78K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5.66K+ 1.71% |
$224K - $273K
|
337K
$15.2M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.66K+ 48.65% |
$223K - $273K
|
17.3K
$781K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
5.57KNew |
$220K - $268K
|
5.57K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5.5K+ 20.37% |
$217K - $265K
|
32.5K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
5.5K+ 1.21% |
$217K - $265K
|
459K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.5KNew |
$217K - $265K
|
5.5K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.42K+ 19.75% |
$214K - $261K
|
32.9K
$1.49M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
5.4KNew |
$213K - $260K
|
5.4K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.38K+ 1.33% |
$212K - $259K
|
409K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.38K+ 3.04% |
$212K - $259K
|
182K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.36KNew |
$211K - $258K
|
5.36K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
5.33K+ 8.04% |
$211K - $257K
|
71.7K
$3.24M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.19K+ 5.95% |
$205K - $250K
|
92.3K
$4.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.18KNew |
$205K - $249K
|
5.18K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.13K+ 1.33% |
$203K - $247K
|
390K
$17.6M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
5.09KNew |
$201K - $245K
|
5.09K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.08KNew |
$200K - $244K
|
5.08K
$229K
|