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 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.8KNew |
$85.4K - $141K
|
2.8K
$130K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
2.76K+ 24.73% |
$84.2K - $139K
|
13.9K
$647K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.13K+ 75.16% |
$65.2K - $107K
|
4.97K
$231K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.83K+ 2.14% |
$56K - $92.3K
|
87.6K
$4.08M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.82KNew |
$55.5K - $91.5K
|
1.82K
$84.5K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.57K+ 12.59% |
$48.1K - $79.3K
|
14.1K
$655K
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.57K+ 31.9% |
$47.9K - $78.9K
|
6.48K
$301K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.37K+ 7.35% |
$41.9K - $69.1K
|
20K
$933K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.29K+ 7.65% |
$39.5K - $65.1K
|
18.2K
$845K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1KNew |
$30.6K - $50.4K
|
1K
$46.6K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
971+ 73.9% |
$29.7K - $48.9K
|
2.29K
$106K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
899+ 4.43% |
$27.5K - $45.3K
|
21.2K
$987K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
759+ 1.86% |
$23.2K - $38.2K
|
41.5K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
734+ 4.88% |
$22.4K - $37K
|
15.8K
$735K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
548+ 391.43% |
$16.7K - $27.6K
|
688
$32K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
534+ 9.69% |
$16.3K - $26.9K
|
6.05K
$281K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
519New |
$15.9K - $26.2K
|
519
$24.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
401+ 3.2% |
$12.3K - $20.2K
|
12.9K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
301+ 5.02% |
$9.2K - $15.2K
|
6.3K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
300+ 3.53% |
$9.17K - $15.1K
|
8.8K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
277New |
$8.47K - $14K
|
277
$12.9K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
231New |
$7.06K - $11.6K
|
231
$10.8K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
231+ 1.24% |
$7.06K - $11.6K
|
18.9K
$879K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
223+ 3.16% |
$6.81K - $11.2K
|
7.29K
$339K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
205+ 0.87% |
$6.26K - $10.3K
|
23.7K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
180+ 0.96% |
$5.5K - $9.07K
|
18.9K
$877K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
174+ 11.67% |
$5.32K - $8.77K
|
1.67K
$77.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
137+ 304.44% |
$4.19K - $6.9K
|
182
$8.47K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
136+ 0.21% |
$4.16K - $6.85K
|
65.9K
$3.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
136New |
$4.16K - $6.85K
|
136
$6.33K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
108+ 0.06% |
$3.3K - $5.44K
|
191K
$8.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
98+ 1.27% |
$2.99K - $4.94K
|
7.84K
$365K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
96New |
$2.93K - $4.84K
|
96
$4.47K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
36+ 0.52% |
$1.1K - $1.81K
|
7.01K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
32+ 4.38% |
$978 - $1.61K
|
762
$35.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
24+ 4.41% |
$733 - $1.21K
|
568
$26.4K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 3.28% |
$61.1 - $101
|
63
$2.93K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1New |
$30.6 - $50.4
|
1
$46.6
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.7MNew |
$556M - $650M
|
13.7M
$640M
|
|
|
Jan 17, 2023
Q4 2022
|
Pm Capital LTD
|
BUY
|
- |
323K+ 94.01% |
$13M - $15.2M
|
666K
$31M
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Americas LLC
|
BUY
|
- |
202KNew |
$8.15M - $9.53M
|
202K
$9.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
80.3KNew |
$3.25M - $3.8M
|
80.3K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
58.5K+ 223.51% |
$2.36M - $2.76M
|
84.6K
$3.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
54.6KNew |
$2.21M - $2.58M
|
54.6K
$2.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
54KNew |
$2.18M - $2.55M
|
54K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
41.9KNew |
$1.69M - $1.98M
|
41.9K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
41.4KNew |
$1.67M - $1.96M
|
41.4K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
36.7KNew |
$1.49M - $1.74M
|
36.7K
$1.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
28.7KNew |
$1.16M - $1.36M
|
28.7K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
26.4K+ 3.67% |
$1.07M - $1.25M
|
745K
$34.7M
|
|