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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
81+ 0.48% |
$3.2K - $3.9K
|
16.8K
$756K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
77+ 0.95% |
$3.04K - $3.71K
|
8.22K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
76+ 0.93% |
$3K - $3.66K
|
8.24K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
75+ 0.78% |
$2.96K - $3.61K
|
9.69K
$436K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 2.73% |
$2.96K - $3.61K
|
2.82K
$127K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
73+ 0.89% |
$2.88K - $3.51K
|
8.28K
$373K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
70+ 3.54% |
$2.76K - $3.37K
|
2.05K
$92K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
69New |
$2.72K - $3.32K
|
69
$3.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
64+ 5.02% |
$2.53K - $3.08K
|
1.34K
$60.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
62+ 1.13% |
$2.45K - $2.99K
|
5.53K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
60+ 56.6% |
$2.37K - $2.89K
|
166
$7.47K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
59+ 0.31% |
$2.33K - $2.84K
|
19K
$855K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
59+ 0.31% |
$2.33K - $2.84K
|
19.1K
$859K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
58New |
$2.29K - $2.79K
|
58
$2.61K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
58+ 1.07% |
$2.29K - $2.79K
|
5.5K
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
57+ 17.59% |
$2.25K - $2.74K
|
381
$17.1K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
54+ 0.02% |
$2.13K - $2.6K
|
236K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
53+ 0.89% |
$2.09K - $2.55K
|
6K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
51+ 0.93% |
$2.01K - $2.46K
|
5.56K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
50+ 2.95% |
$1.97K - $2.41K
|
1.75K
$78.5K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
49+ 1.12% |
$1.93K - $2.36K
|
4.42K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
48+ 0.06% |
$1.9K - $2.31K
|
78K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
43+ 69.35% |
$1.7K - $2.07K
|
105
$4.73K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
42+ 9.66% |
$1.66K - $2.02K
|
477
$21.5K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
38+ 0.46% |
$1.5K - $1.83K
|
8.26K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
35+ 350.0% |
$1.38K - $1.69K
|
45
$2.03K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.18% |
$1.14K - $1.4K
|
15.8K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
29+ 0.54% |
$1.14K - $1.4K
|
5.43K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 0.13% |
$1.11K - $1.35K
|
20.8K
$936K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
27+ 1.49% |
$1.07K - $1.3K
|
1.84K
$82.8K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
27+ 0.82% |
$1.07K - $1.3K
|
3.32K
$149K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
26New |
$1.03K - $1.25K
|
26
$1.17K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
25+ 192.31% |
$987 - $1.2K
|
38
$1.71K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
25+ 5.8% |
$987 - $1.2K
|
456
$20.5K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22+ 62.86% |
$869 - $1.06K
|
57
$2.57K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
22+ 6.47% |
$869 - $1.06K
|
362
$16.3K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
20+ 0.04% |
$790 - $963
|
55.4K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19+ 0.06% |
$750 - $915
|
31.3K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19+ 0.21% |
$750 - $915
|
8.95K
$403K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
19+ 0.23% |
$750 - $915
|
8.34K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18New |
$711 - $867
|
18
$810
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
18New |
$711 - $867
|
18
$810
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17+ 0.14% |
$671 - $819
|
12.6K
$565K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
17+ 0.03% |
$671 - $819
|
64.6K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
15New |
$592 - $722
|
15
$675
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
15+ 0.16% |
$592 - $722
|
9.25K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
15New |
$592 - $722
|
15
$675
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
15+ 0.15% |
$592 - $722
|
9.95K
$448K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
14New |
$553 - $674
|
14
$630
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14+ 11.38% |
$553 - $674
|
137
$6.17K
|