Purchases and Sales Made in Q1 2022 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q1 2022. The information is specifically focused on institutions that hold shares of TRUIST FINANCIAL CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
335+ 5.61% |
$18.8K - $22.6K
|
6.31K
$301K
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
327+ 75.35% |
$18.4K - $22K
|
761
$36.3K
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
320New |
$18K - $21.6K
|
320
$15.3K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
316+ 1.83% |
$17.8K - $21.3K
|
17.6K
$839K
|
|
May 02, 2022
Q1 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
313+ 0.74% |
$17.6K - $21.1K
|
42.5K
$2.03M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
304+ 0.26% |
$17.1K - $20.5K
|
115K
$5.49M
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
295+ 24.62% |
$16.6K - $19.9K
|
1.49K
$71.2K
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
291+ 6.93% |
$16.4K - $19.6K
|
4.49K
$214K
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
282+ 0.63% |
$15.9K - $19K
|
45K
$2.14M
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
279+ 3.84% |
$15.7K - $18.8K
|
7.55K
$360K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
277+ 0.27% |
$15.6K - $18.7K
|
104K
$4.95M
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
268+ 3.43% |
$15.1K - $18.1K
|
8.08K
$385K
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
268+ 5.85% |
$15.1K - $18.1K
|
4.85K
$231K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
265+ 3.46% |
$14.9K - $17.9K
|
7.94K
$378K
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
263+ 29.22% |
$14.8K - $17.7K
|
1.16K
$55.5K
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
262+ 1.33% |
$14.7K - $17.7K
|
20K
$954K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
262+ 1.93% |
$14.7K - $17.7K
|
13.9K
$661K
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
255+ 4.21% |
$14.3K - $17.2K
|
6.32K
$301K
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
253+ 4.56% |
$14.2K - $17.1K
|
5.8K
$277K
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
BUY
|
- |
252+ 1.45% |
$14.2K - $17K
|
17.6K
$840K
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
245+ 6.95% |
$13.8K - $16.5K
|
3.77K
$180K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
238+ 104.85% |
$13.4K - $16K
|
465
$22.2K
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
234+ 5.58% |
$13.2K - $15.8K
|
4.43K
$211K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
230+ 676.47% |
$12.9K - $15.5K
|
264
$12.6K
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
229+ 3.26% |
$12.9K - $15.4K
|
7.25K
$345K
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
226+ 0.78% |
$12.7K - $15.2K
|
29.1K
$1.39M
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
221+ 0.25% |
$12.4K - $14.9K
|
88K
$4.2M
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
214+ 1.26% |
$12K - $14.4K
|
17.2K
$819K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
212+ 0.68% |
$11.9K - $14.3K
|
31.6K
$1.51M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
203+ 0.9% |
$11.4K - $13.7K
|
22.8K
$1.09M
|
|
Apr 27, 2022
Q1 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
203+ 2.78% |
$11.4K - $13.7K
|
7.5K
$357K
|
|
Apr 22, 2022
Q1 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
200+ 1.47% |
$11.2K - $13.5K
|
13.8K
$660K
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
200+ 0.32% |
$11.2K - $13.5K
|
63.6K
$3.03M
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
200+ 25.0% |
$11.2K - $13.5K
|
1K
$47.7K
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 4.7% |
$11.2K - $13.5K
|
4.46K
$212K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$11.2K - $13.5K
|
200
$9.54K
|
|
May 16, 2022
Q1 2022
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
200+ 0.06% |
$11.2K - $13.5K
|
316K
$15.1M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
198+ 7.16% |
$11.1K - $13.3K
|
2.97K
$141K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
195+ 0.4% |
$11K - $13.1K
|
48.4K
$2.31M
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
184+ 0.32% |
$10.3K - $12.4K
|
58.3K
$2.78M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
184+ 0.39% |
$10.3K - $12.4K
|
46.8K
$2.23M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
183+ 2.33% |
$10.3K - $12.3K
|
8.02K
$382K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
178+ 1.64% |
$10K - $12K
|
11K
$525K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
177+ 2.03% |
$9.95K - $11.9K
|
8.88K
$423K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
176+ 2.06% |
$9.9K - $11.9K
|
8.72K
$416K
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
174+ 2.79% |
$9.78K - $11.7K
|
6.41K
$306K
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
170New |
$9.56K - $11.5K
|
170
$8.11K
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
170+ 0.12% |
$9.56K - $11.5K
|
142K
$6.76M
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
170+ 13.55% |
$9.56K - $11.5K
|
1.43K
$67.9K
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
167+ 1.33% |
$9.39K - $11.3K
|
12.7K
$608K
|