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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
2.3KNew |
$98.5K - $108K
|
2.3K
$103K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.28K+ 2.37% |
$97.5K - $107K
|
98.3K
$4.41M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.26K+ 25.77% |
$96.8K - $106K
|
11K
$495K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.25KNew |
$96.4K - $106K
|
2.25K
$101K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.24K+ 8.94% |
$95.9K - $105K
|
27.3K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.22K+ 24.06% |
$95.1K - $105K
|
11.5K
$514K
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
2.19K+ 9.28% |
$93.7K - $103K
|
25.8K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.17K+ 18.91% |
$93K - $102K
|
13.7K
$613K
|
|
|
Nov 12, 2025
Q3 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
2.09K+ 17.09% |
$89.3K - $98.1K
|
14.3K
$641K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.99K+ 11.41% |
$85.4K - $93.9K
|
19.5K
$873K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.98K+ 0.21% |
$84.7K - $93.1K
|
952K
$42.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.94K+ 7.12% |
$83K - $91.3K
|
29.2K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.93K+ 12.73% |
$82.7K - $90.8K
|
17.1K
$767K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.87K+ 24.57% |
$80.2K - $88.1K
|
9.49K
$426K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.87K+ 14.69% |
$80.1K - $88.1K
|
14.6K
$655K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.84K+ 27.82% |
$78.9K - $86.8K
|
8.47K
$380K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 8.48% |
$78K - $85.7K
|
23.3K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.81K+ 48.88% |
$77.7K - $85.4K
|
5.53K
$248K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.8K+ 21.99% |
$76.9K - $84.5K
|
9.96K
$447K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.8K+ 11.43% |
$76.9K - $84.5K
|
17.5K
$785K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.79K+ 27.5% |
$76.5K - $84.1K
|
8.29K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
1.79K+ 3.98% |
$76.5K - $84K
|
46.7K
$2.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.75K+ 24.9% |
$75.1K - $82.6K
|
8.8K
$395K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.74K+ 197.51% |
$74.6K - $82K
|
2.62K
$118K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.69K+ 9.86% |
$72.4K - $79.6K
|
18.8K
$845K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.68K+ 33.89% |
$71.9K - $79K
|
6.63K
$297K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.67K+ 11.31% |
$71.7K - $78.7K
|
16.5K
$739K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.67K+ 1.05% |
$71.4K - $78.5K
|
160K
$7.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.63K+ 0.31% |
$69.9K - $76.8K
|
536K
$24M
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
1.62K+ 0.79% |
$69.4K - $76.3K
|
207K
$9.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.62K+ 0.9% |
$69.4K - $76.3K
|
182K
$8.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.61K+ 24.3% |
$68.9K - $75.7K
|
8.22K
$369K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 19.24% |
$67.9K - $74.6K
|
9.82K
$441K
|
|
|
Oct 29, 2025
Q3 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
1.57K+ 0.19% |
$67.2K - $73.9K
|
843K
$37.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.56K+ 21.7% |
$66.6K - $73.2K
|
8.73K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.55K+ 0.95% |
$66.4K - $73K
|
165K
$7.41M
|
|
|
Nov 12, 2025
Q3 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.54K+ 5.59% |
$65.9K - $72.4K
|
29.1K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.52K+ 1.0% |
$65.1K - $71.6K
|
153K
$6.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.51KNew |
$64.7K - $71.1K
|
1.51K
$67.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
1.5K+ 50.0% |
$64.2K - $70.6K
|
4.5K
$202K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.43K+ 6.55% |
$61.1K - $67.1K
|
23.2K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.39KNew |
$59.7K - $65.6K
|
1.39K
$62.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.37K+ 15.5% |
$58.5K - $64.3K
|
10.2K
$457K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.35K+ 1.46% |
$57.6K - $63.3K
|
93.6K
$4.2M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.33K+ 2.52% |
$56.7K - $62.4K
|
54K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.31K+ 0.4% |
$56.2K - $61.7K
|
329K
$14.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.29K+ 5.7% |
$55.1K - $60.5K
|
23.9K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.28K+ 3.06% |
$54.8K - $60.2K
|
43.1K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.27K+ 21.59% |
$54.5K - $59.9K
|
7.17K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.25K+ 10.03% |
$53.7K - $59K
|
13.7K
$617K
|
|