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 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
31+ 0.38% |
$1.29K - $1.49K
|
8.23K
$376K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
30+ 0.16% |
$1.25K - $1.44K
|
18.3K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
29+ 0.43% |
$1.2K - $1.39K
|
6.85K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
27+ 0.02% |
$1.12K - $1.3K
|
149K
$6.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.25% |
$1.12K - $1.3K
|
10.8K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26New |
$1.08K - $1.25K
|
26
$1.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
25+ 0.36% |
$1.04K - $1.2K
|
7.04K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
25+ 9.06% |
$1.04K - $1.2K
|
301
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
24+ 0.42% |
$996 - $1.15K
|
5.78K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
24+ 1.12% |
$996 - $1.15K
|
2.17K
$98.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
24+ 0.5% |
$996 - $1.15K
|
4.82K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 5.84% |
$996 - $1.15K
|
435
$19.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
23+ 7.67% |
$955 - $1.11K
|
323
$14.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$955 - $1.11K
|
62K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
22+ 0.24% |
$913 - $1.06K
|
9.16K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21+ 0.23% |
$872 - $1.01K
|
9.13K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
19+ 0.24% |
$789 - $914
|
7.95K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
18+ 0.0% |
$747 - $866
|
521K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
18+ 0.03% |
$747 - $866
|
55.4K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
17+ 0.36% |
$706 - $818
|
4.76K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
17+ 0.01% |
$706 - $818
|
195K
$8.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15+ 0.16% |
$623 - $722
|
9.21K
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14+ 0.09% |
$581 - $673
|
16.2K
$738K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
14+ 0.15% |
$581 - $673
|
9.23K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
13New |
$540 - $625
|
13
$594
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 0.12% |
$540 - $625
|
10.6K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
13+ 1.0% |
$540 - $625
|
1.31K
$59.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13+ 1.09% |
$540 - $625
|
1.21K
$55.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 0.89% |
$498 - $577
|
1.36K
$62.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
12+ 0.04% |
$498 - $577
|
27.4K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 6.82% |
$498 - $577
|
188
$8.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11+ 0.07% |
$457 - $529
|
15.8K
$720K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
11+ 0.1% |
$457 - $529
|
10.6K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11+ 0.01% |
$457 - $529
|
111K
$5.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
11+ 0.12% |
$457 - $529
|
9.14K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
10+ 0.1% |
$415 - $481
|
9.6K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$415 - $481
|
10
$457
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.06% |
$415 - $481
|
18.1K
$825K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$415 - $481
|
10
$457
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
9+ 0.17% |
$374 - $433
|
5.26K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 0.81% |
$374 - $433
|
1.12K
$51.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.07% |
$374 - $433
|
852
$38.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7+ 0.42% |
$291 - $337
|
1.66K
$75.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7New |
$291 - $337
|
7
$320
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 6.48% |
$291 - $337
|
115
$5.25K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.13% |
$291 - $337
|
5.22K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
6+ 0.06% |
$249 - $289
|
10.4K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 0.14% |
$208 - $241
|
3.61K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
4+ 0.03% |
$166 - $192
|
15.3K
$700K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
4+ 0.0% |
$166 - $192
|
155K
$7.06M
|