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 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.1K+ 7.82% |
$122K - $149K
|
42.7K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3.04KNew |
$120K - $147K
|
3.04K
$137K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
3.04K+ 8.33% |
$120K - $146K
|
39.5K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
3KNew |
$118K - $144K
|
3K
$135K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 7.22% |
$118K - $144K
|
44.6K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.99K+ 2.21% |
$118K - $144K
|
138K
$6.24M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.96K+ 180.12% |
$117K - $143K
|
4.61K
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.95K+ 13.04% |
$116K - $142K
|
25.6K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.91K+ 12.22% |
$115K - $140K
|
26.7K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.9K+ 55.1% |
$115K - $140K
|
8.17K
$369K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.9K+ 1.14% |
$114K - $139K
|
258K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.89K+ 133.27% |
$114K - $139K
|
5.06K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 39.63% |
$114K - $139K
|
10.1K
$458K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.87K+ 13.0% |
$113K - $138K
|
25K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.83K+ 10.17% |
$112K - $136K
|
30.6K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.82KNew |
$111K - $136K
|
2.82K
$127K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.8K+ 1.85% |
$111K - $135K
|
154K
$6.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.78K+ 28.28% |
$110K - $134K
|
12.6K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.76K+ 31.6% |
$109K - $133K
|
11.5K
$520K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
2.76K+ 53.1% |
$109K - $133K
|
7.96K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.66K+ 3.92% |
$105K - $128K
|
70.5K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.6K+ 0.67% |
$103K - $125K
|
391K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
2.59K+ 0.45% |
$102K - $125K
|
581K
$26.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.58K+ 3.39% |
$102K - $124K
|
78.6K
$3.55M
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
2.52K+ 2.05% |
$99.5K - $121K
|
125K
$5.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.51K+ 0.08% |
$98.9K - $121K
|
3.02M
$136M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.48K+ 10.08% |
$98.1K - $120K
|
27.1K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
2.48K+ 2.64% |
$97.9K - $119K
|
96.5K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.47K+ 5.47% |
$97.5K - $119K
|
47.6K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.44KNew |
$96.4K - $118K
|
2.44K
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.41K+ 20.16% |
$95.1K - $116K
|
14.4K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.38K+ 16.71% |
$94K - $115K
|
16.6K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.35K+ 0.67% |
$92.8K - $113K
|
351K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.33K+ 0.2% |
$92K - $112K
|
1.17M
$52.8M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.31KNew |
$91.2K - $111K
|
2.31K
$104K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.3K+ 38.09% |
$90.8K - $111K
|
8.34K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.29KNew |
$90.5K - $110K
|
2.29K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.29K+ 17.0% |
$90.4K - $110K
|
15.8K
$712K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.28K+ 20.48% |
$89.9K - $110K
|
13.4K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.25K+ 37.9% |
$89K - $109K
|
8.2K
$370K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.25K+ 41.57% |
$88.8K - $108K
|
7.66K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.22K+ 8.3% |
$87.8K - $107K
|
29K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.19K+ 1.33% |
$86.4K - $105K
|
166K
$7.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.17K+ 1.12% |
$85.8K - $105K
|
195K
$8.83M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.12K+ 15.9% |
$83.9K - $102K
|
15.5K
$699K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.11K+ 28.22% |
$83.3K - $102K
|
9.59K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.08K+ 14.2% |
$82K - $100K
|
16.7K
$755K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
2.04K+ 11.85% |
$80.5K - $98.2K
|
19.2K
$869K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2K+ 36.66% |
$79.1K - $96.5K
|
7.47K
$337K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
2KNew |
$79K - $96.4K
|
2K
$90.4K
|