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, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.41KNew |
$97.3K - $114K
|
2.41K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
1.71KNew |
$69K - $80.6K
|
1.71K
$81.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
1.5K+ 3.85% |
$60.6K - $70.9K
|
40.4K
$1.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
1.22K+ 7.69% |
$49.2K - $57.6K
|
17.1K
$812K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
1.15K+ 18.12% |
$46.6K - $54.5K
|
7.52K
$358K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.08K+ 2.96% |
$43.5K - $50.9K
|
37.4K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01KNew |
$40.9K - $47.8K
|
1.01K
$48.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
737+ 8.19% |
$29.8K - $34.8K
|
9.74K
$464K
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
683New |
$27.6K - $32.3K
|
683
$32.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
653New |
$26.4K - $30.9K
|
653
$31.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
627+ 13.0% |
$25.3K - $29.6K
|
5.45K
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
581+ 0.4% |
$23.5K - $27.5K
|
146K
$6.96M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
497New |
$20.1K - $23.5K
|
497
$23.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
496+ 7.96% |
$20K - $23.4K
|
6.73K
$321K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
403New |
$16.3K - $19K
|
403
$19.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
379+ 3.83% |
$15.3K - $17.9K
|
10.3K
$490K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
300New |
$12.1K - $14.2K
|
300
$14.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
220New |
$8.89K - $10.4K
|
220
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
175New |
$7.07K - $8.27K
|
175
$8.33K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
165+ 2.93% |
$6.67K - $7.8K
|
5.79K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 750.0% |
$6.06K - $7.09K
|
170
$8.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
150+ 1.75% |
$6.06K - $7.09K
|
8.73K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
131+ 0.77% |
$5.3K - $6.19K
|
17.2K
$817K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
83+ 0.41% |
$3.35K - $3.92K
|
20.1K
$959K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
81New |
$3.27K - $3.83K
|
81
$3.86K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
81New |
$3.27K - $3.83K
|
81
$3.86K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
75+ 1.61% |
$3.03K - $3.54K
|
4.74K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
64+ 0.89% |
$2.59K - $3.02K
|
7.29K
$347K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
52+ 1.11% |
$2.1K - $2.46K
|
4.73K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
49+ 0.0% |
$1.98K - $2.32K
|
2.32M
$110M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
40New |
$1.62K - $1.89K
|
40
$1.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
36New |
$1.46K - $1.7K
|
36
$1.71K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
31New |
$1.25K - $1.47K
|
31
$1.48K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 37.5% |
$970 - $1.13K
|
88
$4.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
21New |
$849 - $992
|
21
$1K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$323 - $378
|
8
$381
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 18.6% |
$323 - $378
|
51
$2.43K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6+ 0.54% |
$243 - $284
|
1.11K
$52.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$162 - $189
|
5.17K
$246K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
199K+ 91.99% |
$4.07M - $10.1M
|
416K
$19.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
100KNew |
$2.04M - $5.05M
|
100K
$4.76M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
87.8KNew |
$1.79M - $4.43M
|
87.8K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
76.3KNew |
$1.56M - $3.85M
|
76.3K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
40.7K+ 84.93% |
$831K - $2.05M
|
88.6K
$4.22M
|
|
|
Oct 27, 2022
Q3 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
38KNew |
$775K - $1.92M
|
38K
$1.81M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
14.3KNew |
$291K - $719K
|
14.3K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
14.1KNew |
$287K - $709K
|
14.1K
$669K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.4KNew |
$253K - $627K
|
12.4K
$591K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.5K+ 186.18% |
$235K - $580K
|
17.7K
$841K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9.38K+ 5.37% |
$192K - $474K
|
184K
$8.76M
|
|