Latest Institutional Purchases of Truist Financial Corp (TFC)
This list provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 29.76% |
$3.82K - $4.49K
|
436
$20.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
95+ 0.37% |
$3.63K - $4.27K
|
26K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
95New |
$3.63K - $4.27K
|
95
$4.42K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
94New |
$3.59K - $4.22K
|
94
$4.38K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
91+ 0.88% |
$3.48K - $4.09K
|
10.4K
$484K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
89+ 1.71% |
$3.4K - $4K
|
5.3K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
88+ 0.29% |
$3.36K - $3.95K
|
30.2K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
82+ 30.6% |
$3.13K - $3.69K
|
350
$16.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
82+ 1.15% |
$3.13K - $3.69K
|
7.2K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
81+ 3.31% |
$3.1K - $3.64K
|
2.53K
$118K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
78+ 45.09% |
$2.98K - $3.51K
|
251
$11.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
77+ 0.4% |
$2.94K - $3.46K
|
19.1K
$890K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
76+ 0.64% |
$2.9K - $3.42K
|
12K
$560K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
74+ 0.03% |
$2.83K - $3.33K
|
263K
$12.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
74+ 1.34% |
$2.83K - $3.33K
|
5.62K
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
72+ 5.64% |
$2.75K - $3.24K
|
1.35K
$62.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
71+ 0.61% |
$2.71K - $3.19K
|
11.8K
$549K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
71+ 0.29% |
$2.71K - $3.19K
|
24.3K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
71+ 0.83% |
$2.71K - $3.19K
|
8.66K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
70+ 1.02% |
$2.68K - $3.15K
|
6.95K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
69+ 0.79% |
$2.64K - $3.1K
|
8.83K
$411K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
69+ 1.36% |
$2.64K - $3.1K
|
5.13K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
68+ 1.88% |
$2.6K - $3.06K
|
3.68K
$171K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63+ 1.18% |
$2.41K - $2.83K
|
5.41K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
62+ 1.18% |
$2.37K - $2.79K
|
5.33K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
61+ 1.18% |
$2.33K - $2.74K
|
5.24K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
60+ 0.71% |
$2.29K - $2.7K
|
8.47K
$394K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
60+ 0.21% |
$2.29K - $2.7K
|
28.4K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
60+ 0.93% |
$2.29K - $2.7K
|
6.53K
$304K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
59New |
$2.25K - $2.65K
|
59
$2.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
59New |
$2.25K - $2.65K
|
59
$2.75K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
58+ 0.03% |
$2.22K - $2.61K
|
168K
$7.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
58+ 1.66% |
$2.22K - $2.61K
|
3.56K
$166K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
54+ 0.11% |
$2.06K - $2.43K
|
48.2K
$2.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
53+ 5.0% |
$2.03K - $2.38K
|
1.11K
$51.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
50+ 0.47% |
$1.91K - $2.25K
|
10.8K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
50+ 1.17% |
$1.91K - $2.25K
|
4.33K
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
46+ 0.05% |
$1.76K - $2.07K
|
87.8K
$4.09M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
45New |
$1.72K - $2.02K
|
45
$2.09K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
42+ 0.56% |
$1.61K - $1.89K
|
7.6K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
38+ 0.27% |
$1.45K - $1.71K
|
13.9K
$647K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
38+ 0.12% |
$1.45K - $1.71K
|
31K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
36+ 4.56% |
$1.38K - $1.62K
|
826
$38.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
35+ 0.64% |
$1.34K - $1.57K
|
5.53K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
33+ 0.61% |
$1.26K - $1.48K
|
5.41K
$252K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
33+ 1.56% |
$1.26K - $1.48K
|
2.14K
$99.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
32+ 0.18% |
$1.22K - $1.44K
|
18.2K
$849K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30+ 0.57% |
$1.15K - $1.35K
|
5.31K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 0.83% |
$1.03K - $1.21K
|
3.28K
$153K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27+ 27.0% |
$1.03K - $1.21K
|
127
$5.91K
|