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
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
11K+ 31.36% |
$456K - $529K
|
46K
$2.1M
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
10.9KNew |
$453K - $524K
|
10.9K
$498K
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
10.4K+ 119.54% |
$432K - $500K
|
19.1K
$872K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 3.81% |
$431K - $500K
|
283K
$12.9M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.2KNew |
$424K - $491K
|
10.2K
$466K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.2K+ 70.45% |
$424K - $491K
|
24.7K
$1.13M
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
10.2K+ 1.98% |
$423K - $491K
|
524K
$23.9M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10K+ 10.99% |
$415K - $481K
|
101K
$4.61M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
9.96KNew |
$413K - $479K
|
9.96K
$455K
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
9.6KNew |
$398K - $462K
|
9.6K
$438K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.48K+ 29.73% |
$394K - $456K
|
41.4K
$1.89M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
9.43KNew |
$391K - $453K
|
9.43K
$430K
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
9.35K+ 20.2% |
$388K - $450K
|
55.6K
$2.54M
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
9.18KNew |
$381K - $442K
|
9.18K
$419K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.1K+ 1190.97% |
$378K - $438K
|
9.86K
$450K
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9.05KNew |
$376K - $435K
|
9.05K
$413K
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
9.01KNew |
$374K - $434K
|
9.01K
$412K
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9K+ 168.24% |
$374K - $433K
|
14.4K
$655K
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
8.77KNew |
$364K - $422K
|
8.77K
$400K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.75KNew |
$363K - $421K
|
8.75K
$399K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.75K+ 163.48% |
$363K - $421K
|
14.1K
$644K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.69K+ 14.72% |
$361K - $418K
|
67.7K
$3.09M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.61K+ 49.7% |
$357K - $414K
|
25.9K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.49K+ 81.65% |
$352K - $408K
|
18.9K
$862K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.47K+ 13.04% |
$352K - $407K
|
73.4K
$3.35M
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
8.2K+ 15.54% |
$340K - $394K
|
61K
$2.78M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.2KNew |
$340K - $394K
|
8.2K
$374K
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
8.14K+ 5.93% |
$338K - $392K
|
145K
$6.64M
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
8.04KNew |
$334K - $386K
|
8.04K
$367K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7.96K+ 5.92% |
$331K - $383K
|
143K
$6.51M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.92K+ 152.3% |
$329K - $381K
|
13.1K
$599K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.81K+ 150.01% |
$324K - $376K
|
13K
$595K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.78K+ 1.53% |
$323K - $374K
|
517K
$23.6M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.6K+ 8.44% |
$315K - $365K
|
97.6K
$4.46M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.51K+ 28.77% |
$312K - $361K
|
33.6K
$1.53M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.49KNew |
$311K - $360K
|
7.49K
$342K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.45KNew |
$309K - $358K
|
7.45K
$340K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.39KNew |
$307K - $356K
|
7.39K
$337K
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.38KNew |
$306K - $355K
|
7.38K
$337K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.37KNew |
$306K - $354K
|
7.37K
$337K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7.23KNew |
$300K - $348K
|
7.23K
$330K
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7.2K+ 101.1% |
$299K - $346K
|
14.3K
$654K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.19K+ 95.45% |
$299K - $346K
|
14.7K
$673K
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
7.08K+ 13.14% |
$294K - $341K
|
61K
$2.78M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
7.07K+ 3.44% |
$293K - $340K
|
212K
$9.7M
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
7.02KNew |
$291K - $337K
|
7.02K
$320K
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7K+ 9.33% |
$291K - $337K
|
82K
$3.74M
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
7KNew |
$291K - $337K
|
7K
$320K
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7KNew |
$290K - $337K
|
7K
$320K
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
6.87K+ 0.93% |
$285K - $330K
|
749K
$34.2M
|