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 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.41K+ 6.73% |
$110K - $134K
|
38.3K
$1.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2.4K+ 12.49% |
$110K - $133K
|
21.6K
$1.03M
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.34K+ 6.19% |
$107K - $129K
|
40.1K
$1.91M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.33K+ 40.21% |
$106K - $129K
|
8.13K
$388K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.24K+ 4.71% |
$102K - $124K
|
49.8K
$2.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2.24K+ 299.46% |
$102K - $124K
|
2.98K
$142K
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.23K+ 30.9% |
$102K - $123K
|
9.44K
$450K
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.22K+ 53.18% |
$101K - $123K
|
6.39K
$305K
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.21K+ 45.53% |
$101K - $122K
|
7.06K
$337K
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
2.2K+ 62.26% |
$100K - $122K
|
5.73K
$273K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.19K+ 11.88% |
$100K - $121K
|
20.6K
$984K
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
BUY
|
- |
2.16K+ 9.43% |
$98.4K - $119K
|
25K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 19.01% |
$98.1K - $119K
|
13.4K
$641K
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
2.07K+ 7.82% |
$94.6K - $115K
|
28.5K
$1.36M
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
2.07K+ 5.98% |
$94.5K - $115K
|
36.7K
$1.75M
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.06K+ 3.31% |
$94.2K - $114K
|
64.3K
$3.07M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
2.01K+ 8.52% |
$91.7K - $111K
|
25.6K
$1.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.01K+ 12.98% |
$91.7K - $111K
|
17.5K
$833K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2K+ 3.87% |
$91.5K - $111K
|
53.8K
$2.57M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.99K+ 2.95% |
$90.8K - $110K
|
69.3K
$3.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
1.92K+ 14.82% |
$87.7K - $106K
|
14.9K
$709K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.91K+ 43.18% |
$87.4K - $106K
|
6.34K
$302K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.91K+ 8.07% |
$87.2K - $106K
|
25.5K
$1.22M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.89K+ 17.15% |
$86.2K - $105K
|
12.9K
$615K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.87K+ 24.34% |
$85.3K - $103K
|
9.54K
$455K
|
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
1.86K+ 2.69% |
$84.9K - $103K
|
70.9K
$3.38M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.82KNew |
$82.9K - $100K
|
1.82K
$86.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.81K+ 73.43% |
$82.5K - $99.9K
|
4.26K
$203K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.8K+ 10.73% |
$82.3K - $99.7K
|
18.6K
$886K
|
|
|
Aug 11, 2022
Q2 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
1.79K+ 6.34% |
$81.9K - $99.3K
|
30.1K
$1.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.78K+ 11.88% |
$81.3K - $98.5K
|
16.8K
$799K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75K+ 0.54% |
$79.8K - $96.7K
|
327K
$15.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
1.74K+ 17.35% |
$79.6K - $96.5K
|
11.8K
$562K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.74K+ 33.84% |
$79.5K - $96.4K
|
6.89K
$328K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
1.72K+ 8.16% |
$78.6K - $95.3K
|
22.8K
$1.09M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 10.89% |
$78.5K - $95.1K
|
17.5K
$834K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1.7K+ 0.48% |
$77.7K - $94.2K
|
354K
$16.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
1.66K+ 2.71% |
$75.8K - $91.9K
|
62.9K
$3M
|
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
1.63K+ 40.61% |
$74.4K - $90.1K
|
5.64K
$269K
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
1.6K+ 14.49% |
$73.1K - $88.6K
|
12.7K
$603K
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.59K+ 25.78% |
$72.8K - $88.2K
|
7.78K
$371K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.59K+ 5.04% |
$72.8K - $88.2K
|
33.2K
$1.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.57K+ 4.96% |
$71.5K - $86.7K
|
33.1K
$1.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.56K+ 1.51% |
$71.4K - $86.5K
|
105K
$5.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.55K+ 4.92% |
$70.7K - $85.7K
|
33K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.48K+ 10.46% |
$67.4K - $81.7K
|
15.6K
$743K
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.43K+ 5.54% |
$65.4K - $79.2K
|
27.3K
$1.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.41K+ 4.85% |
$64.4K - $78.1K
|
30.5K
$1.45M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.36K+ 14.66% |
$62.1K - $75.3K
|
10.6K
$507K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.36K+ 16.78% |
$62K - $75.2K
|
9.45K
$451K
|