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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.55K+ 2.36% |
$87.3K - $105K
|
67.3K
$2.37M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.55K+ 8.35% |
$87K - $104K
|
20.1K
$709K
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
1.54K+ 2.53% |
$86.6K - $104K
|
62.3K
$2.2M
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.54K+ 1.62% |
$86.5K - $104K
|
96.8K
$3.42M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.51K+ 8.27% |
$85.1K - $102K
|
19.8K
$699K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.49KNew |
$83.8K - $101K
|
1.49K
$52.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
1.49K+ 6.95% |
$83.6K - $100K
|
22.9K
$807K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.49K+ 38.14% |
$83.5K - $100K
|
5.38K
$190K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.48K+ 6.54% |
$83.2K - $99.8K
|
24.1K
$851K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.48K+ 29.98% |
$83.2K - $99.8K
|
6.42K
$227K
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.47K+ 0.17% |
$82.5K - $99K
|
879K
$31.1M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
1.44K+ 1.79% |
$81K - $97.1K
|
82.1K
$2.9M
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.42K+ 18.24% |
$79.9K - $95.8K
|
9.21K
$325K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
1.41K+ 23.09% |
$79.5K - $95.3K
|
7.53K
$266K
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.41K+ 1.58% |
$79.1K - $94.8K
|
90.2K
$3.19M
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.39K+ 33.86% |
$78.2K - $93.7K
|
5.5K
$194K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.37K+ 20.58% |
$77.2K - $92.6K
|
8.05K
$284K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.37K+ 4.25% |
$77K - $92.3K
|
33.6K
$1.19M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.35KNew |
$75.7K - $90.7K
|
1.35K
$47.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.34K+ 2.92% |
$75.3K - $90.3K
|
47.2K
$1.67M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.33K+ 2.38% |
$74.6K - $89.5K
|
57.2K
$2.02M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.29K+ 34.29% |
$72.7K - $87.2K
|
5.06K
$179K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.29K+ 34.29% |
$72.7K - $87.2K
|
5.06K
$179K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.29K+ 5.77% |
$72.6K - $87.1K
|
23.7K
$836K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.25K+ 32.84% |
$70.5K - $84.5K
|
5.07K
$179K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.25K+ 3.27% |
$70.3K - $84.3K
|
39.4K
$1.39M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.25K+ 33.45% |
$70.3K - $84.3K
|
4.99K
$176K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.24K+ 5.43% |
$69.8K - $83.7K
|
24.1K
$852K
|
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
BUY
|
- |
1.24K+ 3.02% |
$69.4K - $83.3K
|
42.1K
$1.49M
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
1.23K+ 6.71% |
$69.2K - $83K
|
19.6K
$691K
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.22K+ 33.26% |
$68.7K - $82.3K
|
4.89K
$173K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.21K+ 15062.5% |
$67.8K - $81.2K
|
1.21K
$42.8K
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.2K+ 6.46% |
$67.2K - $80.6K
|
19.7K
$696K
|
|
|
May 13, 2022
Q1 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
1.19K+ 0.07% |
$67K - $80.4K
|
1.8M
$63.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.19K+ 1.45% |
$67K - $80.3K
|
83.1K
$2.94M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.18K+ 0.52% |
$66.4K - $79.5K
|
230K
$8.11M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.18K+ 0.54% |
$66.2K - $79.4K
|
220K
$7.77M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.17K+ 4.96% |
$65.8K - $78.9K
|
24.8K
$875K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.17K+ 23.3% |
$65.5K - $78.5K
|
6.17K
$218K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
1.15K+ 7.87% |
$64.5K - $77.3K
|
15.7K
$555K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 1.83% |
$62.6K - $75.1K
|
62.1K
$2.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.1K+ 4.63% |
$62.1K - $74.4K
|
24.9K
$880K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.1K+ 32.06% |
$62.1K - $74.4K
|
4.55K
$161K
|
|
|
May 13, 2022
Q1 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.1K+ 1.11% |
$62K - $74.4K
|
100K
$3.54M
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
1.1K+ 1.76% |
$62K - $74.3K
|
63.7K
$2.25M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 15.0% |
$61.7K - $73.9K
|
8.41K
$297K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.07K+ 15.53% |
$60.4K - $72.4K
|
7.99K
$282K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.06K+ 3.48% |
$59.8K - $71.7K
|
31.6K
$1.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.05K+ 8.07% |
$59K - $70.8K
|
14.1K
$497K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.05K+ 1.34% |
$58.8K - $70.5K
|
79.1K
$2.79M
|