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 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20- 33.9% |
$914 - $1.11K
|
39
$1.84K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-26- 0.3% |
$1.19K - $1.44K
|
8.52K
$402K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-26- 13.98% |
$1.19K - $1.44K
|
160
$7.54K
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-26- 0.19% |
$1.19K - $1.44K
|
13.7K
$648K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-27- 1.48% |
$1.23K - $1.49K
|
1.79K
$84.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-29- 1.28% |
$1.32K - $1.61K
|
2.23K
$105K
|
|
|
Aug 03, 2022
Q2 2022
|
Benin Management Corp
|
SELL
|
- |
-30- 0.46% |
$1.37K - $1.66K
|
6.55K
$309K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-30Closed |
$1.37K - $1.66K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-32- 0.77% |
$1.46K - $1.77K
|
4.11K
$194K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-33- 3.91% |
$1.51K - $1.83K
|
812
$38.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-38- 11.95% |
$1.74K - $2.1K
|
280
$13.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-40- 0.05% |
$1.83K - $2.21K
|
85.1K
$4.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-41- 0.34% |
$1.87K - $2.27K
|
11.9K
$560K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-42- 0.41% |
$1.92K - $2.33K
|
10.2K
$482K
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-43- 0.79% |
$1.96K - $2.38K
|
5.43K
$256K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-44- 2.53% |
$2.01K - $2.44K
|
1.69K
$79.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-47- 0.63% |
$2.15K - $2.6K
|
7.39K
$348K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-49- 0.58% |
$2.24K - $2.71K
|
8.36K
$394K
|
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.13% |
$2.28K - $2.77K
|
38K
$1.79M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-50- 0.37% |
$2.28K - $2.77K
|
13.4K
$629K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-50Closed |
$2.28K - $2.77K
|
0
$0
|
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-52- 0.62% |
$2.38K - $2.88K
|
8.4K
$396K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-57- 0.89% |
$2.6K - $3.16K
|
6.37K
$300K
|
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-59- 0.15% |
$2.7K - $3.27K
|
40.1K
$1.89M
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-60- 0.47% |
$2.74K - $3.32K
|
12.8K
$605K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-63Closed |
$2.88K - $3.49K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-64- 26.89% |
$2.92K - $3.54K
|
174
$8.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-67Closed |
$3.06K - $3.71K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-69- 17.83% |
$3.15K - $3.82K
|
318
$15K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-70- 1.46% |
$3.2K - $3.88K
|
4.73K
$223K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-74- 1.67% |
$3.38K - $4.1K
|
4.36K
$206K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-81- 1.9% |
$3.7K - $4.48K
|
4.18K
$197K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-81- 0.89% |
$3.7K - $4.48K
|
8.97K
$423K
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-88- 0.43% |
$4.02K - $4.87K
|
20.2K
$951K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-93- 2.85% |
$4.25K - $5.15K
|
3.17K
$149K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-94- 0.69% |
$4.29K - $5.2K
|
13.6K
$641K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-94- 1.47% |
$4.29K - $5.2K
|
6.32K
$298K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-97- 0.82% |
$4.43K - $5.37K
|
11.7K
$551K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-99Closed |
$4.52K - $5.48K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-100- 0.66% |
$4.57K - $5.54K
|
15.2K
$714K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-101- 1.77% |
$4.61K - $5.59K
|
5.6K
$264K
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-102- 0.41% |
$4.66K - $5.65K
|
24.9K
$1.17M
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-102- 1.81% |
$4.66K - $5.65K
|
5.52K
$260K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-105- 28.85% |
$4.8K - $5.81K
|
259
$12.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-105- 1.15% |
$4.8K - $5.81K
|
9.03K
$426K
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-112- 2.05% |
$5.12K - $6.2K
|
5.34K
$252K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-114- 3.8% |
$5.21K - $6.31K
|
2.89K
$136K
|
|
|
Aug 03, 2022
Q2 2022
|
Searle & Co.
|
SELL
|
- |
-115- 0.52% |
$5.25K - $6.37K
|
21.9K
$1.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-115- 0.81% |
$5.25K - $6.37K
|
14K
$661K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-119- 45.95% |
$5.44K - $6.59K
|
140
$6.6K
|