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 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
484+ 6.85% |
$22.1K - $26.8K
|
7.55K
$351K
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
480+ 0.95% |
$21.9K - $26.6K
|
50.8K
$2.36M
|
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
BUY
|
- |
463+ 2.63% |
$21.1K - $25.6K
|
18.1K
$840K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
460+ 1.92% |
$21K - $25.5K
|
24.4K
$1.13M
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
453+ 2.04% |
$20.7K - $25.1K
|
22.6K
$1.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
451+ 5.1% |
$20.6K - $25K
|
9.3K
$432K
|
|
|
Aug 05, 2022
Q2 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
449+ 7.75% |
$20.5K - $24.9K
|
6.24K
$290K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
441+ 67.43% |
$20.1K - $24.4K
|
1.1K
$50.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
437New |
$20K - $24.2K
|
437
$20.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
425+ 3.79% |
$19.4K - $23.5K
|
11.6K
$540K
|
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
423+ 10.17% |
$19.3K - $23.4K
|
4.58K
$213K
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
418+ 1.75% |
$19.1K - $23.1K
|
24.3K
$1.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
394+ 26.69% |
$18K - $21.8K
|
1.87K
$86.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
393+ 10.1% |
$18K - $21.8K
|
4.28K
$199K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
384+ 6.75% |
$17.5K - $21.3K
|
6.07K
$282K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
382+ 5.54% |
$17.4K - $21.1K
|
7.27K
$338K
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
381+ 2.2% |
$17.4K - $21.1K
|
17.7K
$823K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
379+ 4.29% |
$17.3K - $21K
|
9.2K
$428K
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
376+ 0.5% |
$17.2K - $20.8K
|
74.8K
$3.48M
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
374+ 14.17% |
$17.1K - $20.7K
|
3.01K
$140K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
352+ 58.67% |
$16.1K - $19.5K
|
952
$44.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
352+ 0.83% |
$16.1K - $19.5K
|
42.9K
$1.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
348+ 8.32% |
$15.9K - $19.3K
|
4.53K
$211K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
345+ 1.18% |
$15.8K - $19.1K
|
29.5K
$1.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
345+ 5.97% |
$15.8K - $19.1K
|
6.12K
$285K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
335+ 7.91% |
$15.3K - $18.5K
|
4.57K
$212K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
328+ 2.46% |
$15K - $18.2K
|
13.7K
$636K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
324New |
$14.8K - $17.9K
|
324
$15.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
323+ 1.42% |
$14.8K - $17.9K
|
23.1K
$1.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
323+ 4.0% |
$14.8K - $17.9K
|
8.4K
$390K
|
|
|
Jul 20, 2022
Q2 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
322+ 2.33% |
$14.7K - $17.8K
|
14.2K
$658K
|
|
|
Jul 20, 2022
Q2 2022
|
Argyle Capital Management Inc.
|
BUY
|
- |
317+ 0.66% |
$14.5K - $17.5K
|
48.1K
$2.23M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
317+ 4.38% |
$14.5K - $17.5K
|
7.56K
$351K
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
BUY
|
- |
314+ 4.97% |
$14.3K - $17.4K
|
6.63K
$308K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
314+ 5.13% |
$14.3K - $17.4K
|
6.43K
$299K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
296New |
$13.5K - $16.4K
|
296
$13.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
295+ 0.68% |
$13.5K - $16.3K
|
43.7K
$2.03M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
294+ 6.37% |
$13.4K - $16.3K
|
4.91K
$228K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
275+ 0.17% |
$12.6K - $15.2K
|
164K
$7.61M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
265+ 2.51% |
$12.1K - $14.7K
|
10.8K
$502K
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
265+ 7.92% |
$12.1K - $14.7K
|
3.61K
$168K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
260+ 0.87% |
$11.9K - $14.4K
|
30.3K
$1.41M
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
256+ 0.97% |
$11.7K - $14.2K
|
26.7K
$1.24M
|
|
|
Jul 13, 2022
Q2 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
250+ 0.14% |
$11.4K - $13.8K
|
180K
$8.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
249+ 64.51% |
$11.4K - $13.8K
|
635
$29.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
244+ 0.52% |
$11.1K - $13.5K
|
47.5K
$2.21M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
241+ 0.25% |
$11K - $13.3K
|
98.3K
$4.57M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
235+ 4.18% |
$10.7K - $13K
|
5.85K
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
231+ 2.89% |
$10.6K - $12.8K
|
8.22K
$382K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
224+ 1.12% |
$10.2K - $12.4K
|
20.2K
$940K
|