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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
189+ 2.89% |
$7.85K - $9.09K
|
6.72K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
184+ 3.21% |
$7.64K - $8.85K
|
5.92K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
155+ 387.5% |
$6.43K - $7.46K
|
195
$9.29K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
154+ 1.79% |
$6.39K - $7.41K
|
8.76K
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
154New |
$6.39K - $7.41K
|
154
$7.33K
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
154+ 0.91% |
$6.39K - $7.41K
|
17.1K
$813K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
150+ 1.17% |
$6.23K - $7.22K
|
13K
$617K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
146+ 1.83% |
$6.06K - $7.02K
|
8.14K
$388K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
132+ 5.43% |
$5.48K - $6.35K
|
2.57K
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
126+ 17.43% |
$5.23K - $6.06K
|
849
$40.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
126+ 0.91% |
$5.23K - $6.06K
|
14K
$668K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
122+ 2.37% |
$5.06K - $5.87K
|
5.27K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
112+ 12.08% |
$4.65K - $5.39K
|
1.04K
$49.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
100New |
$4.15K - $4.81K
|
100
$4.76K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
100+ 0.24% |
$4.15K - $4.81K
|
42.3K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
95+ 1.08% |
$3.94K - $4.57K
|
8.93K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
86+ 0.18% |
$3.57K - $4.14K
|
48.3K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
77+ 77.0% |
$3.2K - $3.7K
|
177
$8.43K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
75+ 0.06% |
$3.11K - $3.61K
|
136K
$6.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
73+ 47.71% |
$3.03K - $3.51K
|
226
$10.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
72+ 0.25% |
$2.99K - $3.46K
|
29.5K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
70+ 0.1% |
$2.91K - $3.37K
|
72.2K
$3.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$2.66K - $3.08K
|
64
$3.05K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
63+ 0.29% |
$2.62K - $3.03K
|
22.1K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
63+ 0.14% |
$2.62K - $3.03K
|
44.9K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$2.53K - $2.93K
|
61
$2.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
59+ 1.09% |
$2.45K - $2.84K
|
5.47K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
57+ 1.07% |
$2.37K - $2.74K
|
5.39K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.09% |
$2.2K - $2.55K
|
4.91K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
49+ 0.34% |
$2.03K - $2.36K
|
14.7K
$698K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
47+ 0.84% |
$1.95K - $2.26K
|
5.63K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46+ 0.85% |
$1.91K - $2.21K
|
5.47K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
46+ 0.63% |
$1.91K - $2.21K
|
7.31K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
39+ 0.37% |
$1.62K - $1.88K
|
10.6K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
36+ 0.62% |
$1.49K - $1.73K
|
5.82K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
34+ 0.11% |
$1.41K - $1.64K
|
31.1K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
29+ 0.43% |
$1.2K - $1.39K
|
6.85K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.25% |
$1.12K - $1.3K
|
10.8K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
25+ 9.06% |
$1.04K - $1.2K
|
301
$14.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
24+ 0.5% |
$996 - $1.15K
|
4.82K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 5.84% |
$996 - $1.15K
|
435
$20.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
23+ 7.67% |
$955 - $1.11K
|
323
$15.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$955 - $1.11K
|
62K
$2.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
22+ 0.24% |
$913 - $1.06K
|
9.16K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
17+ 0.01% |
$706 - $818
|
195K
$9.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
14+ 0.09% |
$581 - $673
|
16.2K
$769K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
14+ 0.15% |
$581 - $673
|
9.23K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 0.12% |
$540 - $625
|
10.6K
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
13+ 1.0% |
$540 - $625
|
1.31K
$62.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13+ 1.09% |
$540 - $625
|
1.21K
$57.7K
|