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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
98+ 1.94% |
$4.48K - $5.43K
|
5.15K
$243K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
98+ 1.06% |
$4.48K - $5.43K
|
9.31K
$439K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
93New |
$4.25K - $5.15K
|
93
$4.38K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
88+ 34.51% |
$4.02K - $4.87K
|
343
$16.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
87+ 16.57% |
$3.97K - $4.82K
|
612
$28.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
86+ 0.65% |
$3.93K - $4.76K
|
13.3K
$629K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
85+ 0.84% |
$3.88K - $4.71K
|
10.2K
$479K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
82+ 88.17% |
$3.75K - $4.54K
|
175
$8.25K
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.81% |
$3.52K - $4.26K
|
4.32K
$204K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
74+ 0.68% |
$3.38K - $4.1K
|
11K
$519K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
73+ 3.35% |
$3.33K - $4.04K
|
2.25K
$106K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
72+ 27.27% |
$3.29K - $3.99K
|
336
$15.8K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
70+ 1.38% |
$3.2K - $3.88K
|
5.14K
$242K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
68New |
$3.11K - $3.76K
|
68
$3.21K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
65+ 65.0% |
$2.97K - $3.6K
|
165
$7.78K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
63+ 0.75% |
$2.88K - $3.49K
|
8.51K
$401K
|
|
|
Aug 15, 2022
Q2 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
60+ 0.19% |
$2.74K - $3.32K
|
31.8K
$1.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
57+ 0.21% |
$2.6K - $3.16K
|
26.6K
$1.26M
|
|
|
Aug 04, 2022
Q2 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
56+ 0.52% |
$2.56K - $3.1K
|
10.8K
$509K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
54+ 2.75% |
$2.47K - $2.99K
|
2.02K
$95.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
53+ 0.26% |
$2.42K - $2.93K
|
20.1K
$949K
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
52+ 0.98% |
$2.38K - $2.88K
|
5.38K
$253K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
52+ 0.43% |
$2.38K - $2.88K
|
12.1K
$569K
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
50+ 0.92% |
$2.28K - $2.77K
|
5.48K
$258K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
50New |
$2.28K - $2.77K
|
50
$2.36K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
48New |
$2.19K - $2.66K
|
48
$2.26K
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
46+ 1.0% |
$2.1K - $2.55K
|
4.63K
$218K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
45New |
$2.06K - $2.49K
|
45
$2.12K
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
44+ 19.91% |
$2.01K - $2.44K
|
265
$12.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
42+ 10.66% |
$1.92K - $2.33K
|
436
$20.6K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
40New |
$1.83K - $2.21K
|
40
$1.89K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
39+ 0.05% |
$1.78K - $2.16K
|
77K
$3.63M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
37+ 0.31% |
$1.69K - $2.05K
|
12K
$565K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
37+ 0.98% |
$1.69K - $2.05K
|
3.82K
$180K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
33+ 0.17% |
$1.51K - $1.83K
|
19.3K
$911K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
32+ 0.39% |
$1.46K - $1.77K
|
8.26K
$390K
|
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
32+ 0.03% |
$1.46K - $1.77K
|
93.4K
$4.41M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
32New |
$1.46K - $1.77K
|
32
$1.51K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
32+ 0.42% |
$1.46K - $1.77K
|
7.61K
$359K
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
31+ 0.04% |
$1.42K - $1.72K
|
70.4K
$3.32M
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 0.32% |
$1.32K - $1.61K
|
9.22K
$435K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
28+ 116.67% |
$1.28K - $1.55K
|
52
$2.45K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
26+ 0.37% |
$1.19K - $1.44K
|
7.01K
$331K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
26+ 0.34% |
$1.19K - $1.44K
|
7.75K
$366K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
25New |
$1.14K - $1.38K
|
25
$1.18K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
24+ 0.79% |
$1.1K - $1.33K
|
3.05K
$144K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
23+ 0.55% |
$1.05K - $1.27K
|
4.22K
$199K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
21+ 0.52% |
$959 - $1.16K
|
4.04K
$191K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
21+ 0.28% |
$959 - $1.16K
|
7.61K
$359K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21+ 0.08% |
$959 - $1.16K
|
27.3K
$1.29M
|