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 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.06K+ 4.79% |
$200K - $244K
|
111K
$5M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
5.05KNew |
$199K - $243K
|
5.05K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
5.04KNew |
$199K - $242K
|
5.04K
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.99KNew |
$197K - $240K
|
4.99K
$225K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.98K+ 14.18% |
$197K - $240K
|
40.1K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.97K+ 47.53% |
$196K - $239K
|
15.4K
$696K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
4.86K+ 171.18% |
$192K - $234K
|
7.7K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.79K+ 47.21% |
$189K - $231K
|
14.9K
$674K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.74K+ 12.37% |
$187K - $228K
|
43K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.71K+ 26.15% |
$186K - $227K
|
22.7K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.55K+ 5.6% |
$180K - $219K
|
85.9K
$3.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.54K+ 34.18% |
$179K - $219K
|
17.8K
$804K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
4.39KNew |
$173K - $211K
|
4.39K
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.38K+ 32.47% |
$173K - $211K
|
17.9K
$807K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.2K+ 20.41% |
$166K - $202K
|
24.8K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.15K+ 1.36% |
$164K - $200K
|
309K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.13K+ 12.19% |
$163K - $199K
|
38K
$1.72M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.08K+ 32.06% |
$161K - $196K
|
16.8K
$759K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.05K+ 2.85% |
$160K - $195K
|
146K
$6.59M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
4K+ 4.97% |
$158K - $193K
|
84.4K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.99K+ 18.14% |
$157K - $192K
|
26K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.98K+ 1.51% |
$157K - $192K
|
267K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.98K+ 3.99% |
$157K - $192K
|
104K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.96K+ 10.78% |
$156K - $191K
|
40.7K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3.78K+ 9.12% |
$149K - $182K
|
45.2K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.75K+ 8.92% |
$148K - $180K
|
45.8K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.74K+ 25.51% |
$148K - $180K
|
18.4K
$831K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
3.66K+ 49.94% |
$144K - $176K
|
11K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.65K+ 5.39% |
$144K - $176K
|
71.3K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.64K+ 0.83% |
$144K - $175K
|
445K
$20.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.63K+ 66.64% |
$143K - $175K
|
9.09K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
3.63K+ 1.94% |
$143K - $175K
|
190K
$8.6M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.59K+ 2.41% |
$142K - $173K
|
153K
$6.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
3.53K+ 55.49% |
$139K - $170K
|
9.89K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.52K+ 2.32% |
$139K - $169K
|
155K
$7M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.51K+ 13515.38% |
$139K - $169K
|
3.54K
$160K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.51K+ 10.9% |
$138K - $169K
|
35.7K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
3.47K+ 1.78% |
$137K - $167K
|
199K
$8.98M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.45K+ 8.98% |
$136K - $166K
|
41.8K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.38K+ 2.77% |
$133K - $163K
|
126K
$5.67M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.37K+ 3.46% |
$133K - $162K
|
101K
$4.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
3.36K+ 15.05% |
$132K - $162K
|
25.7K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.33K+ 0.77% |
$131K - $160K
|
436K
$19.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.24K+ 9.22% |
$128K - $156K
|
38.3K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.2K+ 6.13% |
$126K - $154K
|
55.4K
$2.5M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.14K+ 40.58% |
$124K - $151K
|
10.9K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.14K+ 42.22% |
$124K - $151K
|
10.6K
$477K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.14K+ 17.61% |
$124K - $151K
|
20.9K
$946K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.13K+ 49.91% |
$124K - $151K
|
9.41K
$425K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.12K+ 3.14% |
$123K - $150K
|
102K
$4.63M
|