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 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-520- 4.88% |
$23.8K - $28.8K
|
10.1K
$478K
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-523- 0.77% |
$23.9K - $29K
|
67.5K
$3.18M
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-525- 7.74% |
$24K - $29.1K
|
6.26K
$295K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-533- 4.63% |
$24.3K - $29.5K
|
11K
$518K
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-535- 9.95% |
$24.4K - $29.6K
|
4.84K
$228K
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-541- 1.03% |
$24.7K - $29.9K
|
52.1K
$2.46M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-548- 5.5% |
$25K - $30.3K
|
9.42K
$444K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-550- 63.88% |
$25.1K - $30.4K
|
311
$14.7K
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-551- 0.39% |
$25.2K - $30.5K
|
141K
$6.66M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-566- 10.5% |
$25.9K - $31.3K
|
4.82K
$227K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-567- 4.48% |
$25.9K - $31.4K
|
12.1K
$570K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-579- 1.54% |
$26.4K - $32.1K
|
37.1K
$1.75M
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-582- 3.39% |
$26.6K - $32.2K
|
16.6K
$782K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-584- 2.54% |
$26.7K - $32.3K
|
22.4K
$1.05M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-595- 10.16% |
$27.2K - $32.9K
|
5.26K
$248K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-601- 13.5% |
$27.5K - $33.3K
|
3.85K
$182K
|
|
Aug 03, 2022
Q2 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-603- 0.2% |
$27.5K - $33.4K
|
297K
$14M
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-613- 5.62% |
$28K - $33.9K
|
10.3K
$485K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-629- 8.78% |
$28.7K - $34.8K
|
6.54K
$308K
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-637- 1.21% |
$29.1K - $35.3K
|
51.8K
$2.44M
|
|
Aug 15, 2022
Q2 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-639- 1.28% |
$29.2K - $35.4K
|
49.1K
$2.32M
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-642- 3.8% |
$29.3K - $35.5K
|
16.3K
$766K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-642- 0.77% |
$29.3K - $35.5K
|
82.5K
$3.89M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-649- 2.76% |
$29.6K - $35.9K
|
22.9K
$1.08M
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-650- 12.62% |
$29.7K - $36K
|
4.5K
$212K
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-663- 5.24% |
$30.3K - $36.7K
|
12K
$566K
|
|
Sep 14, 2022
Q2 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-680- 2.26% |
$31.1K - $37.6K
|
29.5K
$1.39M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-693- 9.65% |
$31.7K - $38.4K
|
6.49K
$306K
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-716- 2.08% |
$32.7K - $39.6K
|
33.7K
$1.59M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-729- 7.97% |
$33.3K - $40.4K
|
8.41K
$397K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-746- 7.14% |
$34.1K - $41.3K
|
9.7K
$457K
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-748- 3.71% |
$34.2K - $41.4K
|
19.4K
$914K
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-751- 6.97% |
$34.3K - $41.6K
|
10K
$473K
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-753- 1.66% |
$34.4K - $41.7K
|
44.6K
$2.1M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-764- 1.58% |
$34.9K - $42.3K
|
47.5K
$2.24M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-767- 4.62% |
$35K - $42.5K
|
15.8K
$747K
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-788- 0.42% |
$36K - $43.6K
|
185K
$8.72M
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-789- 0.34% |
$36K - $43.7K
|
229K
$10.8M
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-790Closed |
$36.1K - $43.7K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-812- 13.89% |
$37.1K - $45K
|
5.04K
$237K
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-812- 2.69% |
$37.1K - $45K
|
29.4K
$1.38M
|
|
Jul 15, 2022
Q2 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-815- 4.17% |
$37.2K - $45.1K
|
18.7K
$883K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-841- 5.1% |
$38.4K - $46.6K
|
15.7K
$739K
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-842- 0.77% |
$38.5K - $46.6K
|
108K
$5.09M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-860- 3.89% |
$39.3K - $47.6K
|
21.3K
$1M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-863- 6.82% |
$39.4K - $47.8K
|
11.8K
$556K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-871- 1.46% |
$39.8K - $48.2K
|
58.8K
$2.77M
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-880- 86.87% |
$40.2K - $48.7K
|
133
$6.27K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-900Closed |
$41.1K - $49.8K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-900- 11.12% |
$41.1K - $49.8K
|
7.2K
$339K
|