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 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
222+ 0.34% |
$10.1K - $12.3K
|
65.6K
$3.13M
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
216+ 1.69% |
$9.87K - $12K
|
13K
$620K
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
216+ 3.31% |
$9.87K - $12K
|
6.74K
$321K
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
212New |
$9.68K - $11.7K
|
212
$10.1K
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
207+ 0.59% |
$9.46K - $11.5K
|
35.2K
$1.68M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
200+ 25.71% |
$9.14K - $11.1K
|
978
$46.6K
|
|
Jul 15, 2022
Q2 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
200+ 2.62% |
$9.14K - $11.1K
|
7.82K
$373K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
200+ 0.94% |
$9.14K - $11.1K
|
21.5K
$1.02M
|
|
Jul 25, 2022
Q2 2022
|
Capital Management Corp
|
BUY
|
- |
200+ 4.76% |
$9.14K - $11.1K
|
4.4K
$210K
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
200+ 3.05% |
$9.14K - $11.1K
|
6.75K
$322K
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
200+ 1.09% |
$9.14K - $11.1K
|
18.6K
$885K
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
200New |
$9.14K - $11.1K
|
200
$9.54K
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
199+ 4.36% |
$9.09K - $11K
|
4.77K
$227K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
194+ 4.35% |
$8.86K - $10.7K
|
4.66K
$222K
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
194+ 1.9% |
$8.86K - $10.7K
|
10.4K
$495K
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
193+ 1.81% |
$8.82K - $10.7K
|
10.8K
$517K
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
191+ 3.26% |
$8.72K - $10.6K
|
6.05K
$289K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
190+ 0.24% |
$8.68K - $10.5K
|
78.1K
$3.73M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
184+ 2.57% |
$8.41K - $10.2K
|
7.36K
$351K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
183+ 8.67% |
$8.36K - $10.1K
|
2.29K
$109K
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
180+ 0.82% |
$8.22K - $9.96K
|
22.2K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
174+ 0.19% |
$7.95K - $9.63K
|
92.4K
$4.41M
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
170+ 4.08% |
$7.77K - $9.41K
|
4.33K
$207K
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
167+ 1.21% |
$7.63K - $9.25K
|
14K
$667K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
167New |
$7.63K - $9.25K
|
167
$7.96K
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
165+ 2.58% |
$7.54K - $9.13K
|
6.56K
$313K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
159New |
$7.26K - $8.8K
|
159
$7.58K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
150+ 14.41% |
$6.85K - $8.3K
|
1.19K
$56.8K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
147+ 1.98% |
$6.71K - $8.14K
|
7.55K
$360K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
145+ 1.17% |
$6.62K - $8.03K
|
12.5K
$596K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
140+ 2.28% |
$6.4K - $7.75K
|
6.27K
$299K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
139+ 0.26% |
$6.35K - $7.7K
|
53.1K
$2.53M
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
130+ 2.24% |
$5.94K - $7.2K
|
5.93K
$283K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
127+ 3.96% |
$5.8K - $7.03K
|
3.33K
$159K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
124New |
$5.66K - $6.86K
|
124
$5.91K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
124+ 6.97% |
$5.66K - $6.86K
|
1.9K
$90.8K
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
120+ 15.11% |
$5.48K - $6.64K
|
914
$43.6K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
120+ 12.9% |
$5.48K - $6.64K
|
1.05K
$50.1K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
119+ 305.13% |
$5.44K - $6.59K
|
158
$7.53K
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
118+ 2.01% |
$5.39K - $6.53K
|
5.98K
$285K
|
|
Jul 15, 2022
Q2 2022
|
Delta Capital Management LLC
|
BUY
|
- |
115+ 0.24% |
$5.25K - $6.37K
|
48.4K
$2.31M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
114New |
$5.21K - $6.31K
|
114
$5.44K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
106+ 0.87% |
$4.84K - $5.87K
|
12.2K
$584K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
106+ 0.87% |
$4.84K - $5.87K
|
12.2K
$584K
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
BUY
|
- |
103+ 0.54% |
$4.71K - $5.7K
|
19.3K
$922K
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
103+ 1.07% |
$4.71K - $5.7K
|
9.72K
$463K
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
101+ 1.26% |
$4.61K - $5.59K
|
8.09K
$386K
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.12% |
$4.57K - $5.54K
|
84.3K
$4.02M
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
100+ 1.08% |
$4.57K - $5.54K
|
9.37K
$447K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 0.43% |
$4.57K - $5.54K
|
23.5K
$1.12M
|