Purchases and Sales Made in Q1 2022 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.13K- 9.31% |
$63.4K - $76K
|
11K
$511K
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
SELL
|
- |
-1.15K- 2.12% |
$64.9K - $77.8K
|
53.3K
$2.48M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.16KClosed |
$64.9K - $77.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-1.16KClosed |
$65K - $77.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.18K- 1.08% |
$66.4K - $79.5K
|
109K
$5.05M
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.2K- 2.5% |
$67.3K - $80.7K
|
46.6K
$2.17M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.21K- 18.35% |
$67.8K - $81.3K
|
5.37K
$250K
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
SELL
|
- |
-1.21K- 0.15% |
$67.9K - $81.4K
|
786K
$36.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-1.21K- 0.79% |
$68.2K - $81.7K
|
152K
$7.07M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.25K- 3.89% |
$70.1K - $84.1K
|
30.8K
$1.43M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.26K- 1.03% |
$71K - $85.1K
|
122K
$5.66M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.3K- 6.14% |
$73.3K - $87.9K
|
19.9K
$928K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.31K- 2.07% |
$73.5K - $88.2K
|
61.7K
$2.87M
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.32K- 10.94% |
$74.4K - $89.3K
|
10.8K
$502K
|
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.33K- 12.13% |
$74.6K - $89.5K
|
9.62K
$448K
|
|
|
May 12, 2022
Q1 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-1.33K- 4.21% |
$74.9K - $89.8K
|
30.3K
$1.41M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.37K- 2.29% |
$77.3K - $92.6K
|
58.7K
$2.73M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.38K- 7.51% |
$77.8K - $93.3K
|
17K
$793K
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.48K- 3.15% |
$83.2K - $99.7K
|
45.5K
$2.12M
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-1.5K- 0.56% |
$84.1K - $101K
|
266K
$12.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 0.29% |
$85.5K - $102K
|
521K
$24.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.53K- 7.09% |
$85.8K - $103K
|
20K
$930K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.54K- 8.13% |
$86.5K - $104K
|
17.4K
$809K
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.55K- 1.4% |
$87K - $104K
|
109K
$5.06M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.56K- 20.09% |
$87.9K - $105K
|
6.22K
$290K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.57K- 23.38% |
$88.3K - $106K
|
5.15K
$239K
|
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-1.58K- 3.68% |
$88.6K - $106K
|
41.2K
$1.92M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.58K- 1.89% |
$88.6K - $106K
|
81.6K
$3.8M
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.59K- 11.61% |
$89.4K - $107K
|
12.1K
$563K
|
|
|
May 02, 2022
Q1 2022
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.6K- 0.34% |
$90K - $108K
|
472K
$22M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.6K- 15.02% |
$90K - $108K
|
9.05K
$421K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.6K- 10.7% |
$90K - $108K
|
13.4K
$622K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.69K- 0.48% |
$95K - $114K
|
351K
$16.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.7K- 4.31% |
$95.6K - $115K
|
37.8K
$1.76M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.7K- 0.47% |
$95.7K - $115K
|
358K
$16.7M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.73K- 20.8% |
$97.2K - $117K
|
6.58K
$306K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.74K- 21.09% |
$97.6K - $117K
|
6.49K
$302K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.76K- 27.65% |
$98.9K - $119K
|
4.6K
$214K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.77K- 0.21% |
$99.7K - $120K
|
862K
$40.1M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-1.77K- 1.37% |
$99.8K - $120K
|
128K
$5.95M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.78K- 11.67% |
$100K - $120K
|
13.5K
$627K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.8K- 17.67% |
$101K - $121K
|
8.38K
$390K
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.82K- 2.09% |
$102K - $122K
|
85.1K
$3.96M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.83K- 24.56% |
$103K - $123K
|
5.62K
$262K
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.83K- 4.73% |
$103K - $123K
|
36.9K
$1.72M
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.85K- 6.36% |
$104K - $125K
|
27.2K
$1.27M
|
|
|
May 12, 2022
Q1 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.86K- 27.43% |
$104K - $125K
|
4.92K
$229K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.87K- 12.25% |
$105K - $126K
|
13.4K
$624K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.88K- 10.21% |
$106K - $127K
|
16.5K
$768K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-1.89K- 85.59% |
$106K - $127K
|
318
$14.8K
|