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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
251+ 4.62% |
$9.91K - $12.1K
|
5.68K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
250+ 2.04% |
$9.87K - $12K
|
12.5K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
248+ 2.16% |
$9.79K - $11.9K
|
11.8K
$529K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
248New |
$9.79K - $11.9K
|
248
$11.2K
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
230+ 4.5% |
$9.08K - $11.1K
|
5.34K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
226+ 1.96% |
$8.92K - $10.9K
|
11.8K
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
218+ 2.98% |
$8.61K - $10.5K
|
7.53K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
216New |
$8.53K - $10.4K
|
216
$9.72K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
210+ 0.31% |
$8.29K - $10.1K
|
66.9K
$3.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
209+ 3.2% |
$8.25K - $10.1K
|
6.74K
$303K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
207+ 0.48% |
$8.17K - $9.97K
|
43.4K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
200+ 0.66% |
$7.9K - $9.63K
|
30.7K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
197+ 1.29% |
$7.78K - $9.49K
|
15.4K
$695K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
193+ 3.24% |
$7.62K - $9.29K
|
6.16K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
186+ 2.26% |
$7.34K - $8.96K
|
8.41K
$378K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
185New |
$7.3K - $8.91K
|
185
$8.33K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
180+ 51.14% |
$7.11K - $8.67K
|
532
$23.9K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
176+ 0.33% |
$6.95K - $8.47K
|
53.3K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
162+ 2.53% |
$6.4K - $7.8K
|
6.57K
$296K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
161+ 2.08% |
$6.36K - $7.75K
|
7.9K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
158+ 0.41% |
$6.24K - $7.61K
|
38.8K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
157+ 3.08% |
$6.2K - $7.56K
|
5.26K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
151+ 1.03% |
$5.96K - $7.27K
|
14.8K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
149+ 0.76% |
$5.88K - $7.17K
|
19.7K
$886K
|
|
|
Apr 23, 2025
Q1 2025
|
Salzhauer Michael
|
BUY
|
- |
142+ 0.2% |
$5.61K - $6.84K
|
72.4K
$3.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
137+ 4.18% |
$5.41K - $6.6K
|
3.42K
$154K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
136+ 2.18% |
$5.37K - $6.55K
|
6.38K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
130+ 15.31% |
$5.13K - $6.26K
|
979
$44.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
130+ 24.16% |
$5.13K - $6.26K
|
668
$30.1K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
127+ 0.81% |
$5.01K - $6.12K
|
15.8K
$711K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
126+ 56.76% |
$4.97K - $6.07K
|
348
$15.7K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125New |
$4.94K - $6.02K
|
125
$5.63K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
120New |
$4.74K - $5.78K
|
120
$5.4K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
116+ 0.56% |
$4.58K - $5.59K
|
20.8K
$938K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
116+ 1.58% |
$4.58K - $5.59K
|
7.44K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
109+ 50.7% |
$4.3K - $5.25K
|
324
$14.6K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
108New |
$4.26K - $5.2K
|
108
$4.86K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
106+ 2.91% |
$4.18K - $5.1K
|
3.74K
$168K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
102+ 0.03% |
$4.03K - $4.91K
|
330K
$14.8M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
102+ 4.24% |
$4.03K - $4.91K
|
2.51K
$113K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
102New |
$4.03K - $4.91K
|
102
$4.59K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
99+ 0.79% |
$3.91K - $4.77K
|
12.6K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
99New |
$3.91K - $4.77K
|
99
$4.46K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
94+ 0.18% |
$3.71K - $4.53K
|
52K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
94+ 33.57% |
$3.71K - $4.53K
|
374
$16.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
92+ 0.71% |
$3.63K - $4.43K
|
13.1K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
91+ 56.17% |
$3.59K - $4.38K
|
253
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
87+ 1.18% |
$3.43K - $4.19K
|
7.48K
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
85New |
$3.36K - $4.09K
|
85
$3.83K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
82+ 46.33% |
$3.24K - $3.95K
|
259
$11.7K
|