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 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 2.37% |
$914 - $1.11K
|
865
$40.8K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
20+ 0.16% |
$914 - $1.11K
|
12.8K
$602K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19+ 0.04% |
$868 - $1.05K
|
43.1K
$2.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
19New |
$868 - $1.05K
|
19
$896
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19+ 0.06% |
$868 - $1.05K
|
29.4K
$1.39M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.64% |
$777 - $941
|
2.69K
$127K
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16+ 0.21% |
$731 - $886
|
7.73K
$365K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
15+ 1.37% |
$685 - $830
|
1.11K
$52.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
14+ 0.16% |
$640 - $775
|
8.76K
$413K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
11+ 0.03% |
$502 - $609
|
37.5K
$1.77M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10+ 0.06% |
$457 - $554
|
16.9K
$799K
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10+ 0.04% |
$457 - $554
|
27.4K
$1.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10+ 0.14% |
$457 - $554
|
7.26K
$342K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9New |
$411 - $498
|
9
$424
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
6+ 0.03% |
$274 - $332
|
20K
$943K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.67% |
$228 - $277
|
747
$35.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.1% |
$228 - $277
|
5.07K
$239K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5+ 0.11% |
$228 - $277
|
4.62K
$218K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.21% |
$183 - $221
|
335
$15.8K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4+ 0.03% |
$183 - $221
|
15.7K
$741K
|
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$183 - $221
|
5.17K
$244K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.95% |
$137 - $166
|
319
$15K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$91.4 - $111
|
4.92K
$232K
|
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2+ 0.0% |
$91.4 - $111
|
57.3K
$2.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.11% |
$91.4 - $111
|
1.85K
$87.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.04% |
$91.4 - $111
|
5.4K
$255K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$45.7 - $55.4
|
1.1K
$52.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.06% |
$45.7 - $55.4
|
95
$4.48K
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$45.7 - $55.4
|
8.12K
$383K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$45.7 - $55.4
|
1
$47.2
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.01% |
$45.7 - $55.4
|
9.18K
$433K
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1- 2.08% |
$45.7 - $55.4
|
47
$2.22K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2- 16.67% |
$91.4 - $111
|
10
$472
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4- 0.17% |
$183 - $221
|
2.41K
$114K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4- 2.41% |
$183 - $221
|
162
$7.64K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5- 0.07% |
$228 - $277
|
7.23K
$341K
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-5- 0.04% |
$228 - $277
|
11.8K
$557K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-7Closed |
$320 - $388
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7- 3.95% |
$320 - $388
|
170
$8.02K
|
|
|
Aug 01, 2022
Q2 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-10- 0.06% |
$457 - $554
|
15.5K
$732K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-11- 0.1% |
$502 - $609
|
11.5K
$542K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-12- 0.09% |
$548 - $664
|
13.8K
$649K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-15Closed |
$685 - $830
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.27% |
$777 - $941
|
6.17K
$291K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-18- 0.04% |
$822 - $996
|
41.2K
$1.94M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-18- 0.21% |
$822 - $996
|
8.7K
$410K
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-18- 0.35% |
$822 - $996
|
5.11K
$241K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-18- 0.18% |
$822 - $996
|
9.79K
$462K
|
|
|
Aug 05, 2022
Q2 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-20- 0.38% |
$914 - $1.11K
|
5.31K
$250K
|