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 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-123- 1.27% |
$5.62K - $6.81K
|
9.58K
$452K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-124- 1.93% |
$5.66K - $6.86K
|
6.3K
$297K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-125- 1.98% |
$5.71K - $6.92K
|
6.18K
$291K
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-129Closed |
$5.89K - $7.14K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-130- 2.44% |
$5.94K - $7.2K
|
5.2K
$245K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-134- 0.49% |
$6.12K - $7.42K
|
27.1K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-136- 2.28% |
$6.21K - $7.53K
|
5.83K
$275K
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-140Closed |
$6.4K - $7.75K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-142- 1.09% |
$6.49K - $7.86K
|
12.9K
$609K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-143- 13.88% |
$6.53K - $7.92K
|
887
$41.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-145- 0.24% |
$6.62K - $8.03K
|
59.3K
$2.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-145- 2.19% |
$6.62K - $8.03K
|
6.48K
$306K
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-152- 0.44% |
$6.94K - $8.41K
|
34.1K
$1.61M
|
|
|
Jul 13, 2022
Q2 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-155- 0.8% |
$7.08K - $8.58K
|
19.1K
$901K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-155- 1.89% |
$7.08K - $8.58K
|
8.05K
$379K
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-157Closed |
$7.17K - $8.69K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-160- 0.63% |
$7.31K - $8.86K
|
25.2K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-163- 5.5% |
$7.45K - $9.02K
|
2.8K
$132K
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-163- 0.23% |
$7.45K - $9.02K
|
69.6K
$3.28M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-165- 10.71% |
$7.54K - $9.13K
|
1.38K
$64.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-168- 2.04% |
$7.67K - $9.3K
|
8.05K
$380K
|
|
|
Aug 02, 2022
Q2 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-170- 0.41% |
$7.77K - $9.41K
|
41K
$1.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-180- 38.71% |
$8.22K - $9.96K
|
285
$13.4K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-186- 0.99% |
$8.5K - $10.3K
|
18.6K
$876K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-189- 63.21% |
$8.63K - $10.5K
|
110
$5.19K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-197- 0.72% |
$9K - $10.9K
|
27.1K
$1.28M
|
|
|
Jul 21, 2022
Q2 2022
|
Carderock Capital Management Inc
|
SELL
|
- |
-200- 4.13% |
$9.14K - $11.1K
|
4.64K
$219K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-200- 1.11% |
$9.14K - $11.1K
|
17.8K
$839K
|
|
|
Jul 26, 2022
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-200- 0.03% |
$9.14K - $11.1K
|
728K
$34.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 24.24% |
$9.14K - $11.1K
|
625
$29.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-200- 1.4% |
$9.14K - $11.1K
|
14.1K
$663K
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-200- 3.67% |
$9.14K - $11.1K
|
5.25K
$248K
|
|
|
Feb 13, 2024
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-200- 0.03% |
$9.14K - $11.1K
|
728K
$34.3M
|
|
|
Apr 05, 2024
Q2 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-200- 0.34% |
$9.14K - $11.1K
|
59.1K
$2.79M
|
|
|
Aug 10, 2022
Q2 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-201- 4.88% |
$9.18K - $11.1K
|
3.92K
$185K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-203- 1.17% |
$9.27K - $11.2K
|
17.1K
$806K
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-204- 1.89% |
$9.32K - $11.3K
|
10.6K
$499K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-206- 0.48% |
$9.41K - $11.4K
|
42.3K
$2M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-207- 1.47% |
$9.46K - $11.5K
|
13.9K
$654K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-213- 0.77% |
$9.73K - $11.8K
|
27.3K
$1.29M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-229- 5.71% |
$10.5K - $12.7K
|
3.78K
$178K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-230- 1.68% |
$10.5K - $12.7K
|
13.5K
$636K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-243- 4.92% |
$11.1K - $13.5K
|
4.7K
$222K
|
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
SELL
|
- |
-245- 0.38% |
$11.2K - $13.6K
|
63.5K
$2.99M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-245- 0.78% |
$11.2K - $13.6K
|
31.2K
$1.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-248Closed |
$11.3K - $13.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-254- 0.65% |
$11.6K - $14.1K
|
39K
$1.84M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-259- 0.75% |
$11.8K - $14.3K
|
34.3K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-264- 1.01% |
$12.1K - $14.6K
|
25.8K
$1.21M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-265- 2.45% |
$12.1K - $14.7K
|
10.5K
$497K
|