Purchases and Sales Made in Q2 2022 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
853New |
$39K - $47.2K
|
853
$39.6K
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
844+ 1.25% |
$38.6K - $46.7K
|
68.1K
$3.16M
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
832+ 504.24% |
$38K - $46.1K
|
997
$46.3K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
813+ 17.69% |
$37.1K - $45K
|
5.41K
$251K
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
779+ 1.63% |
$35.6K - $43.1K
|
48.7K
$2.26M
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
763+ 21.23% |
$34.9K - $42.2K
|
4.36K
$202K
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
762+ 9.35% |
$34.8K - $42.2K
|
8.91K
$414K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
758+ 73.95% |
$34.6K - $42K
|
1.78K
$82.8K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
740+ 1.27% |
$33.8K - $41K
|
59K
$2.74M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
734+ 0.93% |
$33.5K - $40.6K
|
79.9K
$3.71M
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
732+ 1.22% |
$33.4K - $40.5K
|
60.5K
$2.81M
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
728+ 1.19% |
$33.3K - $40.3K
|
62.1K
$2.89M
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
721+ 14.74% |
$32.9K - $39.9K
|
5.61K
$261K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
715+ 5.74% |
$32.7K - $39.6K
|
13.2K
$612K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
706+ 1.2% |
$32.3K - $39.1K
|
59.4K
$2.76M
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
705+ 18.72% |
$32.2K - $39K
|
4.47K
$208K
|
|
Jul 26, 2022
Q2 2022
|
Outfitter Financial LLC
|
BUY
|
- |
680+ 1.73% |
$31.1K - $37.6K
|
40K
$1.86M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
676+ 8.43% |
$30.9K - $37.4K
|
8.7K
$404K
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
667+ 5.8% |
$30.5K - $36.9K
|
12.2K
$566K
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
656+ 4.91% |
$30K - $36.3K
|
14K
$652K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
646+ 3.22% |
$29.5K - $35.8K
|
20.7K
$963K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
625+ 1.1% |
$28.6K - $34.6K
|
57.3K
$2.66M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
615+ 5.8% |
$28.1K - $34K
|
11.2K
$522K
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
606+ 5.11% |
$27.7K - $33.5K
|
12.5K
$579K
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
600+ 13.48% |
$27.4K - $33.2K
|
5.05K
$235K
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.25% |
$27.4K - $33.2K
|
237K
$11M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
586+ 3.28% |
$26.8K - $32.4K
|
18.5K
$858K
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
581+ 4.92% |
$26.5K - $32.2K
|
12.4K
$575K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
576+ 1.8% |
$26.3K - $31.9K
|
32.5K
$1.51M
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
571+ 0.39% |
$26.1K - $31.6K
|
147K
$6.84M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
569+ 66.09% |
$26K - $31.5K
|
1.43K
$66.4K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
564+ 1.55% |
$25.8K - $31.2K
|
36.9K
$1.71M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
564+ 3.75% |
$25.8K - $31.2K
|
15.6K
$725K
|
|
Aug 08, 2022
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
564+ 5.74% |
$25.8K - $31.2K
|
10.4K
$483K
|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
564+ 3.22% |
$25.8K - $31.2K
|
18.1K
$840K
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
564+ 5.74% |
$25.8K - $31.2K
|
10.4K
$483K
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
560+ 2.81% |
$25.6K - $31K
|
20.5K
$953K
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
555+ 9.18% |
$25.4K - $30.7K
|
6.6K
$307K
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
549+ 0.25% |
$25.1K - $30.4K
|
219K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
549+ 1.42% |
$25.1K - $30.4K
|
39.2K
$1.82M
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
525+ 1.99% |
$24K - $29.1K
|
26.9K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
516+ 2.95% |
$23.6K - $28.6K
|
18K
$838K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
505+ 13.56% |
$23.1K - $28K
|
4.23K
$197K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
503+ 2.95% |
$23K - $27.8K
|
17.5K
$815K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 9.81% |
$22.8K - $27.7K
|
5.6K
$260K
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
500+ 5.5% |
$22.8K - $27.7K
|
9.59K
$446K
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
497+ 7.99% |
$22.7K - $27.5K
|
6.72K
$312K
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
491+ 10.75% |
$22.4K - $27.2K
|
5.06K
$235K
|
|
Aug 01, 2022
Q2 2022
|
Homestead Advisers Corp
|
BUY
|
- |
486+ 0.04% |
$22.2K - $26.9K
|
1.38M
$64.3M
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
485+ 10.22% |
$22.2K - $26.8K
|
5.23K
$243K
|