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
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
5+ 0.03% |
$281 - $337
|
20K
$942K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4+ 0.62% |
$225 - $270
|
654
$30.8K
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4+ 0.03% |
$225 - $270
|
11.9K
$559K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
BUY
|
- |
4+ 0.01% |
$225 - $270
|
39.3K
$1.85M
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
4+ 0.01% |
$225 - $270
|
39.3K
$1.85M
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$169 - $202
|
11.9K
$563K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.61% |
$112 - $135
|
331
$15.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2+ 0.79% |
$112 - $135
|
255
$12K
|
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$112 - $135
|
5.16K
$243K
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.03% |
$112 - $135
|
7.21K
$340K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 4.35% |
$56.2 - $67.4
|
24
$1.13K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.17% |
$56.2 - $67.4
|
600
$28.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.4% |
$56.2 - $67.4
|
248
$11.7K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.05% |
$56.2 - $67.4
|
1.85K
$87.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.33% |
$56.2 - $67.4
|
44
$2.07K
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
1+ 0.02% |
$56.2 - $67.4
|
4.17K
$197K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 6.25% |
$56.2 - $67.4
|
15
$707
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 1.96% |
$56.2 - $67.4
|
50
$2.36K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2Closed |
$112 - $135
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3- 0.02% |
$169 - $202
|
16.9K
$798K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.11% |
$394 - $472
|
6.19K
$292K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8- 0.19% |
$450 - $539
|
4.14K
$195K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 0.02% |
$562 - $674
|
59.4K
$2.8M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-11- 1.05% |
$619 - $742
|
1.04K
$49.1K
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-11- 0.13% |
$619 - $742
|
8.45K
$398K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-13Closed |
$731 - $876
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-13- 5.37% |
$731 - $876
|
229
$10.8K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14- 0.13% |
$787 - $944
|
10.9K
$516K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-17- 8.37% |
$956 - $1.15K
|
186
$8.77K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-18- 0.14% |
$1.01K - $1.21K
|
12.5K
$587K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-19- 0.08% |
$1.07K - $1.28K
|
23.3K
$1.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-20- 0.28% |
$1.12K - $1.35K
|
7.25K
$342K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-21- 1.2% |
$1.18K - $1.42K
|
1.74K
$81.9K
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-22- 0.08% |
$1.24K - $1.48K
|
27.3K
$1.29M
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-24- 0.01% |
$1.35K - $1.62K
|
442K
$20.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-27- 0.06% |
$1.52K - $1.82K
|
43.1K
$2.03M
|
|
|
May 02, 2022
Q1 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-27- 0.67% |
$1.52K - $1.82K
|
3.98K
$188K
|
|
|
Apr 20, 2022
Q1 2022
|
Fractal Investments LLC
|
SELL
|
- |
-29- 0.22% |
$1.63K - $1.95K
|
13.4K
$631K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-29- 10.39% |
$1.63K - $1.95K
|
250
$11.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-32Closed |
$1.8K - $2.16K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-33- 0.68% |
$1.86K - $2.22K
|
4.8K
$226K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-35- 3.84% |
$1.97K - $2.36K
|
877
$41.4K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-36- 0.99% |
$2.02K - $2.43K
|
3.61K
$170K
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.89% |
$2.14K - $2.56K
|
4.25K
$200K
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-40- 0.24% |
$2.25K - $2.7K
|
16.6K
$783K
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-45- 0.54% |
$2.53K - $3.03K
|
8.23K
$388K
|
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-45- 0.59% |
$2.53K - $3.03K
|
7.53K
$355K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-46- 0.67% |
$2.59K - $3.1K
|
6.87K
$324K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-46Closed |
$2.59K - $3.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-48- 0.82% |
$2.7K - $3.24K
|
5.78K
$272K
|