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 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.99K+ 10.7% |
$78.7K - $96K
|
20.6K
$931K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.96KNew |
$77.4K - $94.4K
|
1.96K
$88.6K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.95K+ 6.57% |
$77.1K - $94.1K
|
31.7K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.94K+ 21.46% |
$76.7K - $93.5K
|
11K
$496K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
1.93K+ 16.12% |
$76.2K - $92.9K
|
13.9K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.9K+ 6.8% |
$74.9K - $91.3K
|
29.8K
$1.34M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.9K+ 144.33% |
$74.8K - $91.2K
|
3.21K
$145K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.87K+ 26.76% |
$74K - $90.2K
|
8.88K
$401K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.87K+ 0.22% |
$74K - $90.2K
|
849K
$38.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.86K+ 5.66% |
$73.5K - $89.7K
|
34.8K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.85K+ 0.72% |
$73.1K - $89.2K
|
260K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.82K+ 5.04% |
$72K - $87.8K
|
38K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.82K+ 3.23% |
$71.8K - $87.5K
|
58.2K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.82K+ 6.88% |
$71.8K - $87.5K
|
28.2K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.8K+ 10.43% |
$71.2K - $86.9K
|
19.1K
$863K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.8K+ 17.57% |
$71K - $86.6K
|
12K
$543K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.78K+ 2.2% |
$70.2K - $85.6K
|
82.6K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.77K+ 36.34% |
$70K - $85.3K
|
6.65K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.77K+ 12.92% |
$69.8K - $85.2K
|
15.5K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.76K+ 6.18% |
$69.3K - $84.5K
|
30.2K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.72KNew |
$68K - $82.9K
|
1.72K
$77.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.71K+ 0.52% |
$67.5K - $82.3K
|
328K
$14.8M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.71K+ 30.92% |
$67.5K - $82.3K
|
7.24K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.7K+ 12.4% |
$67K - $81.8K
|
15.4K
$695K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.7K+ 6.17% |
$67K - $81.7K
|
29.2K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.7K+ 18.5% |
$66.9K - $81.6K
|
10.9K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.68K+ 14.66% |
$66.2K - $80.7K
|
13.1K
$592K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.67K+ 1270.99% |
$65.7K - $80.2K
|
1.8K
$81.1K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.66K+ 1.28% |
$65.5K - $79.9K
|
132K
$5.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.64K+ 11.07% |
$64.9K - $79.2K
|
16.5K
$745K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.64K+ 5.61% |
$64.8K - $79.1K
|
30.9K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.63K+ 4.43% |
$64.5K - $78.7K
|
38.5K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
1.62K+ 1.8% |
$63.8K - $77.9K
|
91.4K
$4.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.62K+ 15.41% |
$63.8K - $77.8K
|
12.1K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.61KNew |
$63.4K - $77.3K
|
1.61K
$72.5K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
1.6K+ 0.75% |
$63.2K - $77.1K
|
214K
$9.67M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.56K+ 10.25% |
$61.5K - $75K
|
16.8K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.53K+ 7.68% |
$60.5K - $73.8K
|
21.5K
$970K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
1.52K+ 3.26% |
$60.1K - $73.3K
|
48.2K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.46K+ 0.25% |
$57.7K - $70.4K
|
596K
$26.9M
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.46K+ 2.85% |
$57.5K - $70.2K
|
52.7K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.43K+ 6.97% |
$56.6K - $69K
|
22K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.37KNew |
$54K - $65.8K
|
1.37K
$61.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.36K+ 1.54% |
$53.8K - $65.6K
|
89.5K
$4.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.35K+ 0.52% |
$53.2K - $64.9K
|
262K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.33K+ 16.85% |
$52.4K - $63.8K
|
9.2K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.31K+ 32.95% |
$51.5K - $62.8K
|
5.27K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.3K+ 11.98% |
$51.2K - $62.5K
|
12.1K
$547K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.29K+ 8.41% |
$50.7K - $61.9K
|
16.6K
$748K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.28K+ 1.55% |
$50.7K - $61.8K
|
84K
$3.79M
|