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 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.62K+ 2.35% |
$261K - $319K
|
288K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.59K+ 6.52% |
$260K - $317K
|
108K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
6.53KNew |
$258K - $314K
|
6.53K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.51K+ 4.11% |
$257K - $314K
|
165K
$7.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.35KNew |
$251K - $306K
|
6.35K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
6.33K+ 9.31% |
$250K - $305K
|
74.3K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6.27K+ 77.66% |
$248K - $302K
|
14.4K
$656K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.23KNew |
$246K - $300K
|
6.23K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.17K+ 15.65% |
$244K - $297K
|
45.6K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.93K+ 11.68% |
$234K - $286K
|
56.7K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.92KNew |
$234K - $285K
|
5.92K
$270K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.78KNew |
$228K - $278K
|
5.78K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5.66K+ 1.71% |
$224K - $273K
|
337K
$15.4M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.66K+ 48.65% |
$223K - $273K
|
17.3K
$790K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
5.57KNew |
$220K - $268K
|
5.57K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
5.5K+ 1.21% |
$217K - $265K
|
459K
$21M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.5KNew |
$217K - $265K
|
5.5K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
5.5K+ 20.37% |
$217K - $265K
|
32.5K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5.42K+ 19.75% |
$214K - $261K
|
32.9K
$1.5M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
5.4KNew |
$213K - $260K
|
5.4K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.38K+ 1.33% |
$212K - $259K
|
409K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.38K+ 3.04% |
$212K - $259K
|
182K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.36KNew |
$211K - $258K
|
5.36K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
5.33K+ 8.04% |
$211K - $257K
|
71.7K
$3.27M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.19K+ 5.95% |
$205K - $250K
|
92.3K
$4.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.18KNew |
$205K - $249K
|
5.18K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.13K+ 1.33% |
$203K - $247K
|
390K
$17.8M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
5.09KNew |
$201K - $245K
|
5.09K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.08KNew |
$200K - $244K
|
5.08K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.06K+ 4.79% |
$200K - $244K
|
111K
$5.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
5.04KNew |
$199K - $242K
|
5.04K
$230K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.99KNew |
$197K - $240K
|
4.99K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.97K+ 47.53% |
$196K - $239K
|
15.4K
$704K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
4.86K+ 171.18% |
$192K - $234K
|
7.7K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.74K+ 12.37% |
$187K - $228K
|
43K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.71K+ 26.15% |
$186K - $227K
|
22.7K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.55K+ 5.6% |
$180K - $219K
|
85.9K
$3.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.54K+ 34.18% |
$179K - $219K
|
17.8K
$814K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
4.39KNew |
$173K - $211K
|
4.39K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.38K+ 32.47% |
$173K - $211K
|
17.9K
$816K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4.3KNew |
$170K - $207K
|
4.3K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.2K+ 20.41% |
$166K - $202K
|
24.8K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.15K+ 1.36% |
$164K - $200K
|
309K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.13K+ 12.19% |
$163K - $199K
|
38K
$1.74M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.08K+ 32.06% |
$161K - $196K
|
16.8K
$767K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.05K+ 2.85% |
$160K - $195K
|
146K
$6.67M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
4K+ 4.97% |
$158K - $193K
|
84.4K
$3.85M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.99K+ 18.14% |
$157K - $192K
|
26K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.98K+ 1.51% |
$157K - $192K
|
267K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.98K+ 3.99% |
$157K - $192K
|
104K
$4.74M
|