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 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
64+ 0.89% |
$2.59K - $3.02K
|
7.29K
$333K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
52+ 1.11% |
$2.1K - $2.46K
|
4.73K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
49+ 0.0% |
$1.98K - $2.32K
|
2.32M
$106M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
40New |
$1.62K - $1.89K
|
40
$1.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
36New |
$1.46K - $1.7K
|
36
$1.64K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
31New |
$1.25K - $1.47K
|
31
$1.42K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 37.5% |
$970 - $1.13K
|
88
$4.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
21New |
$849 - $992
|
21
$959
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$323 - $378
|
8
$365
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 18.6% |
$323 - $378
|
51
$2.33K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6+ 0.54% |
$243 - $284
|
1.11K
$50.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$162 - $189
|
5.17K
$236K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
199K+ 91.99% |
$4.07M - $10.1M
|
416K
$19M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
87.8KNew |
$1.79M - $4.43M
|
87.8K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
76.3KNew |
$1.56M - $3.85M
|
76.3K
$3.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
40.7K+ 84.93% |
$831K - $2.05M
|
88.6K
$4.05M
|
|
|
Oct 27, 2022
Q3 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
38KNew |
$775K - $1.92M
|
38K
$1.73M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14.3KNew |
$291K - $719K
|
14.3K
$651K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14.1KNew |
$287K - $709K
|
14.1K
$642K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.4KNew |
$253K - $627K
|
12.4K
$567K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.5K+ 186.18% |
$235K - $580K
|
17.7K
$807K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9.38K+ 5.37% |
$192K - $474K
|
184K
$8.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
7.66KNew |
$156K - $386K
|
7.66K
$350K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
6.19KNew |
$126K - $313K
|
6.19K
$283K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
5.69KNew |
$116K - $287K
|
5.69K
$260K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.31KNew |
$108K - $268K
|
5.31K
$243K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.07K+ 1267.5% |
$103K - $256K
|
5.47K
$250K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.96KNew |
$101K - $250K
|
4.96K
$227K
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.88KNew |
$99.6K - $246K
|
4.88K
$223K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.81KNew |
$98.1K - $243K
|
4.81K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.8KNew |
$98K - $242K
|
4.8K
$219K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
4.62KNew |
$94.3K - $233K
|
4.62K
$211K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
3.6KNew |
$73.5K - $182K
|
3.6K
$164K
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
2.61K+ 66.17% |
$53.2K - $132K
|
6.55K
$299K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.52KNew |
$51.4K - $127K
|
2.52K
$115K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
2.15K+ 11.28% |
$43.8K - $108K
|
21.2K
$966K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.48K+ 82.84% |
$30.1K - $74.5K
|
3.26K
$149K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
931+ 21.63% |
$19K - $47K
|
5.24K
$239K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
922New |
$18.8K - $46.5K
|
922
$42.1K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
883+ 13.57% |
$18K - $44.6K
|
7.39K
$337K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
650+ 15.07% |
$13.3K - $32.8K
|
4.96K
$227K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
615+ 1.85% |
$12.6K - $31K
|
33.8K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
319+ 0.31% |
$6.51K - $16.1K
|
105K
$4.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
318New |
$6.49K - $16K
|
318
$14.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
285+ 0.16% |
$5.82K - $14.4K
|
180K
$8.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
249+ 100.0% |
$5.08K - $12.6K
|
498
$22.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
201New |
$4.1K - $10.1K
|
201
$9.18K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
129New |
$2.63K - $6.51K
|
129
$5.89K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
88New |
$1.8K - $4.44K
|
88
$4.02K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
73+ 4.05% |
$1.49K - $3.68K
|
1.88K
$85.6K
|
|