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 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
134+ 3.84% |
$5.74K - $6.31K
|
3.62K
$162K
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
130+ 1.29% |
$5.57K - $6.12K
|
10.2K
$456K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
122+ 0.32% |
$5.23K - $5.74K
|
38.3K
$1.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
121New |
$5.18K - $5.7K
|
121
$5.43K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
119+ 0.18% |
$5.1K - $5.6K
|
65.8K
$2.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
115+ 0.65% |
$4.93K - $5.41K
|
17.8K
$799K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
115New |
$4.93K - $5.41K
|
115
$5.16K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
114+ 1.89% |
$4.88K - $5.37K
|
6.15K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
113New |
$4.84K - $5.32K
|
113
$5.07K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
109New |
$4.67K - $5.13K
|
109
$4.89K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
106+ 0.7% |
$4.54K - $4.99K
|
15.2K
$682K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
105+ 27.42% |
$4.5K - $4.94K
|
488
$21.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
105New |
$4.5K - $4.94K
|
105
$4.71K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$4.28K - $4.71K
|
100
$4.49K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
100New |
$4.28K - $4.71K
|
100
$4.49K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
99+ 0.22% |
$4.24K - $4.66K
|
46K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
94+ 62.67% |
$4.03K - $4.42K
|
244
$10.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
91New |
$3.9K - $4.28K
|
91
$4.08K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
91+ 3.55% |
$3.9K - $4.28K
|
2.66K
$119K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
89+ 9.58% |
$3.81K - $4.19K
|
1.02K
$45.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
89+ 1.44% |
$3.81K - $4.19K
|
6.29K
$282K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
88+ 1.46% |
$3.77K - $4.14K
|
6.11K
$274K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
88+ 77.19% |
$3.77K - $4.14K
|
202
$9.06K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
83+ 0.45% |
$3.55K - $3.91K
|
18.6K
$837K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
83+ 0.61% |
$3.55K - $3.91K
|
13.6K
$609K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
79+ 0.43% |
$3.38K - $3.72K
|
18.6K
$833K
|
|
|
Nov 12, 2025
Q3 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
75+ 0.81% |
$3.21K - $3.53K
|
9.36K
$420K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
64+ 0.05% |
$2.74K - $3.01K
|
129K
$5.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
63New |
$2.7K - $2.97K
|
63
$2.83K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
62+ 1.11% |
$2.66K - $2.92K
|
5.67K
$254K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
57+ 17.38% |
$2.44K - $2.68K
|
385
$17.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
55+ 0.91% |
$2.36K - $2.59K
|
6.09K
$273K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.03% |
$2.36K - $2.59K
|
5.39K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
54New |
$2.31K - $2.54K
|
54
$2.42K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
53+ 22.46% |
$2.27K - $2.49K
|
289
$13K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
50+ 0.03% |
$2.14K - $2.35K
|
188K
$8.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
50+ 6.38% |
$2.14K - $2.35K
|
834
$37.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
47+ 0.45% |
$2.01K - $2.21K
|
10.6K
$474K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
46+ 0.7% |
$1.97K - $2.17K
|
6.62K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
46New |
$1.97K - $2.17K
|
46
$2.06K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
45+ 0.36% |
$1.93K - $2.12K
|
12.5K
$562K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
40New |
$1.71K - $1.88K
|
40
$1.79K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
38+ 0.07% |
$1.63K - $1.79K
|
58.3K
$2.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
37New |
$1.58K - $1.74K
|
37
$1.66K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
35+ 0.28% |
$1.5K - $1.65K
|
12.6K
$565K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
35+ 0.38% |
$1.5K - $1.65K
|
9.3K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
33New |
$1.41K - $1.55K
|
33
$1.48K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
32+ 0.36% |
$1.37K - $1.51K
|
8.81K
$395K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
25+ 0.21% |
$1.07K - $1.18K
|
11.9K
$535K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24+ 1.06% |
$1.03K - $1.13K
|
2.28K
$102K
|
|