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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
110+ 1.8% |
$4.57K - $5.29K
|
6.22K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
106+ 33.97% |
$4.4K - $5.1K
|
418
$19.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
106New |
$4.4K - $5.1K
|
106
$4.84K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
105+ 0.48% |
$4.36K - $5.05K
|
21.8K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.57K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.57K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.57K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
100+ 0.24% |
$4.15K - $4.81K
|
42.3K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
96+ 1.02% |
$3.98K - $4.62K
|
9.49K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
95+ 1.08% |
$3.94K - $4.57K
|
8.93K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
94+ 1.27% |
$3.9K - $4.52K
|
7.51K
$343K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
93+ 0.51% |
$3.86K - $4.47K
|
18.5K
$844K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
86+ 0.18% |
$3.57K - $4.14K
|
48.3K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
84+ 0.5% |
$3.49K - $4.04K
|
16.7K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
83+ 61.48% |
$3.45K - $3.99K
|
218
$9.95K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
83New |
$3.45K - $3.99K
|
83
$3.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
83+ 1.75% |
$3.45K - $3.99K
|
4.83K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
82New |
$3.4K - $3.94K
|
82
$3.74K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
82+ 0.4% |
$3.4K - $3.94K
|
20.5K
$937K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
77+ 77.0% |
$3.2K - $3.7K
|
177
$8.08K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
75+ 0.06% |
$3.11K - $3.61K
|
136K
$6.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
73+ 47.71% |
$3.03K - $3.51K
|
226
$10.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
72+ 0.25% |
$2.99K - $3.46K
|
29.5K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
71+ 0.74% |
$2.95K - $3.42K
|
9.62K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
70+ 0.1% |
$2.91K - $3.37K
|
72.2K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
68+ 1.19% |
$2.82K - $3.27K
|
5.78K
$264K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$2.66K - $3.08K
|
64
$2.92K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
63+ 0.29% |
$2.62K - $3.03K
|
22.1K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
63+ 0.14% |
$2.62K - $3.03K
|
44.9K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
62+ 0.37% |
$2.57K - $2.98K
|
17K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 89.71% |
$2.53K - $2.93K
|
129
$5.89K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$2.53K - $2.93K
|
61
$2.79K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
59+ 1.09% |
$2.45K - $2.84K
|
5.47K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
57+ 1.07% |
$2.37K - $2.74K
|
5.39K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
53+ 0.94% |
$2.2K - $2.55K
|
5.66K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.09% |
$2.2K - $2.55K
|
4.91K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
50+ 0.17% |
$2.08K - $2.41K
|
30.2K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.81% |
$2.08K - $2.41K
|
6.22K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
49+ 0.8% |
$2.03K - $2.36K
|
6.16K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
49+ 0.34% |
$2.03K - $2.36K
|
14.7K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
47+ 1.09% |
$1.95K - $2.26K
|
4.37K
$200K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
47+ 0.84% |
$1.95K - $2.26K
|
5.63K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
46+ 0.44% |
$1.91K - $2.21K
|
10.4K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46+ 0.85% |
$1.91K - $2.21K
|
5.47K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
46+ 0.63% |
$1.91K - $2.21K
|
7.31K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
39+ 0.37% |
$1.62K - $1.88K
|
10.6K
$482K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
36+ 0.68% |
$1.49K - $1.73K
|
5.34K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
36+ 0.62% |
$1.49K - $1.73K
|
5.82K
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
34+ 0.11% |
$1.41K - $1.64K
|
31.1K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
32+ 2.67% |
$1.33K - $1.54K
|
1.23K
$56.3K
|