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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
125New |
$5.19K - $6.01K
|
125
$5.61K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
110+ 1.8% |
$4.57K - $5.29K
|
6.22K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
106New |
$4.4K - $5.1K
|
106
$4.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.49K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
83New |
$3.45K - $3.99K
|
83
$3.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
82New |
$3.4K - $3.94K
|
82
$3.68K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$2.66K - $3.08K
|
64
$2.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$2.53K - $2.93K
|
61
$2.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.81% |
$2.08K - $2.41K
|
6.22K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
24+ 0.5% |
$996 - $1.15K
|
4.82K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21+ 0.23% |
$872 - $1.01K
|
9.13K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
17+ 0.36% |
$706 - $818
|
4.76K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$415 - $481
|
10
$449
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
7New |
$291 - $337
|
7
$314
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1+ 0.02% |
$41.5 - $48.1
|
6.13K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 1.59% |
$41.5 - $48.1
|
64
$2.87K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
234KNew |
$8.92M - $10.5M
|
234K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
207K+ 313.4% |
$7.9M - $9.28M
|
273K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
94.9KNew |
$3.63M - $4.27M
|
94.9K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
40.4KNew |
$1.54M - $1.82M
|
40.4K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
26.8KNew |
$1.02M - $1.2M
|
26.8K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
22.5KNew |
$859K - $1.01M
|
22.5K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
19.7KNew |
$754K - $887K
|
19.7K
$885K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
16.9K+ 151.0% |
$645K - $758K
|
28K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
15.7K+ 6.74% |
$600K - $706K
|
249K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
13.6KNew |
$520K - $611K
|
13.6K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
12KNew |
$457K - $537K
|
12K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11.1KNew |
$423K - $497K
|
11.1K
$496K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
11KNew |
$420K - $494K
|
11K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.13KNew |
$311K - $365K
|
8.13K
$365K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.47KNew |
$286K - $336K
|
7.47K
$335K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
6.55K+ 14.54% |
$250K - $294K
|
51.6K
$2.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
6.55KNew |
$250K - $294K
|
6.55K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
5.47KNew |
$209K - $246K
|
5.47K
$245K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.35KNew |
$204K - $240K
|
5.35K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.05KNew |
$193K - $227K
|
5.05K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.87KNew |
$186K - $219K
|
4.87K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.67KNew |
$178K - $210K
|
4.67K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.55KNew |
$174K - $205K
|
4.55K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.47KNew |
$133K - $156K
|
3.47K
$156K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$92.9K - $109K
|
2.43K
$109K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.73K+ 1.94% |
$66K - $77.7K
|
90.6K
$4.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.4K+ 48.89% |
$53.6K - $63.1K
|
4.27K
$192K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.38K+ 3.56% |
$52.7K - $62K
|
40.1K
$1.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.37KNew |
$52.2K - $61.4K
|
1.37K
$61.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.3KNew |
$49.7K - $58.5K
|
1.3K
$58.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.06KNew |
$40.6K - $47.7K
|
1.06K
$47.6K
|
|