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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
300+ 3.73% |
$10.4K - $12.9K
|
8.34K
$374K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
300+ 4.0% |
$10.4K - $12.9K
|
7.8K
$350K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300+ 60.0% |
$10.4K - $12.9K
|
800
$35.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
268+ 71.47% |
$9.32K - $11.5K
|
643
$28.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
238New |
$8.28K - $10.2K
|
238
$10.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
237New |
$8.25K - $10.2K
|
237
$10.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
211New |
$7.34K - $9.07K
|
211
$9.47K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
193New |
$6.71K - $8.3K
|
193
$8.66K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
178New |
$6.19K - $7.65K
|
178
$7.99K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
176New |
$6.12K - $7.57K
|
176
$7.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
162New |
$5.64K - $6.96K
|
162
$7.27K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
141+ 4.25% |
$4.91K - $6.06K
|
3.46K
$155K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
135+ 53.36% |
$4.7K - $5.8K
|
388
$17.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
129+ 6.58% |
$4.49K - $5.55K
|
2.09K
$93.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
125New |
$4.35K - $5.37K
|
125
$5.61K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
120New |
$4.17K - $5.16K
|
120
$5.38K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
119+ 8.24% |
$4.14K - $5.12K
|
1.56K
$70.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
118+ 1.18% |
$4.11K - $5.07K
|
10.1K
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
104New |
$3.62K - $4.47K
|
104
$4.67K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
100+ 0.67% |
$3.48K - $4.3K
|
15.1K
$677K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
77New |
$2.68K - $3.31K
|
77
$3.45K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
65+ 84.42% |
$2.26K - $2.79K
|
142
$6.37K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
50New |
$1.74K - $2.15K
|
50
$2.24K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
50New |
$1.74K - $2.15K
|
50
$2.24K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
36New |
$1.25K - $1.55K
|
36
$1.61K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
30+ 0.67% |
$1.04K - $1.29K
|
4.51K
$202K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
30+ 0.12% |
$1.04K - $1.29K
|
24.7K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
27+ 158.82% |
$939 - $1.16K
|
44
$1.97K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21New |
$731 - $903
|
21
$942
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
18+ 0.16% |
$626 - $774
|
11K
$492K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.15% |
$522 - $645
|
10.2K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14+ 14.89% |
$487 - $602
|
108
$4.84K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.18% |
$417 - $516
|
6.54K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 60.0% |
$313 - $387
|
24
$1.08K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 0.73% |
$313 - $387
|
1.24K
$55.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 6.86% |
$244 - $301
|
109
$4.89K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7+ 0.13% |
$244 - $301
|
5.58K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5+ 0.1% |
$174 - $215
|
5.07K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4+ 0.04% |
$139 - $172
|
9.19K
$412K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$34.8 - $43
|
13.4K
$602K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
CALL |
531KNew |
$21M - $25.6M
|
531K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
500KNew |
$19.7M - $24.1M
|
500K
$22.4M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
384KNew |
$15.2M - $18.5M
|
384K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
252K+ 37.85% |
$9.95M - $12.1M
|
918K
$41.2M
|
|
|
May 08, 2025
Q1 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
204K+ 63.97% |
$8.07M - $9.84M
|
524K
$23.5M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
186KNew |
$7.35M - $8.96M
|
186K
$8.35M
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
101K+ 13.77% |
$3.98M - $4.86M
|
833K
$37.4M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
90.4KNew |
$3.57M - $4.35M
|
90.4K
$4.06M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
59.2KNew |
$2.34M - $2.85M
|
59.2K
$2.65M
|
|