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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
160+ 0.22% |
$9K - $10.8K
|
72K
$3.4M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
159+ 3.03% |
$8.94K - $10.7K
|
5.4K
$255K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
157New |
$8.83K - $10.6K
|
157
$7.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
156+ 4.18% |
$8.77K - $10.5K
|
3.89K
$184K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
150+ 3.49% |
$8.43K - $10.1K
|
4.45K
$210K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
140New |
$7.87K - $9.44K
|
140
$6.6K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
138+ 0.64% |
$7.76K - $9.3K
|
21.7K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
132New |
$7.42K - $8.9K
|
132
$6.22K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
130+ 2.88% |
$7.31K - $8.76K
|
4.65K
$219K
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
129New |
$7.25K - $8.7K
|
129
$6.08K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
126+ 1.3% |
$7.08K - $8.49K
|
9.81K
$462K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
124+ 0.53% |
$6.97K - $8.36K
|
23.6K
$1.11M
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
119+ 0.4% |
$6.69K - $8.02K
|
29.8K
$1.41M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
117+ 3.36% |
$6.58K - $7.89K
|
3.59K
$169K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
114+ 2.93% |
$6.41K - $7.68K
|
4.01K
$189K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
113+ 1.95% |
$6.35K - $7.62K
|
5.91K
$278K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
112+ 2.8% |
$6.3K - $7.55K
|
4.11K
$194K
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
108+ 0.26% |
$6.07K - $7.28K
|
40.9K
$1.93M
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
108+ 0.93% |
$6.07K - $7.28K
|
11.7K
$554K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
105+ 40.54% |
$5.9K - $7.08K
|
364
$17.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Carderock Capital Management Inc
|
BUY
|
- |
100+ 2.11% |
$5.62K - $6.74K
|
4.84K
$228K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
100+ 6.56% |
$5.62K - $6.74K
|
1.63K
$76.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
100+ 2.84% |
$5.62K - $6.74K
|
3.62K
$171K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
99New |
$5.57K - $6.67K
|
99
$4.67K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
98+ 2.11% |
$5.51K - $6.61K
|
4.75K
$224K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
94+ 100.0% |
$5.29K - $6.34K
|
188
$8.86K
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
94+ 0.57% |
$5.29K - $6.34K
|
16.6K
$782K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
93+ 0.06% |
$5.23K - $6.27K
|
164K
$7.71M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
93New |
$5.23K - $6.27K
|
93
$4.38K
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
93+ 0.72% |
$5.23K - $6.27K
|
13.1K
$616K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
90+ 2.16% |
$5.06K - $6.07K
|
4.27K
$201K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
90+ 0.11% |
$5.06K - $6.07K
|
81.8K
$3.86M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
86+ 0.73% |
$4.84K - $5.8K
|
11.8K
$558K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
85+ 0.27% |
$4.78K - $5.73K
|
31.5K
$1.48M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
83+ 1.13% |
$4.67K - $5.6K
|
7.43K
$350K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
83+ 0.92% |
$4.67K - $5.6K
|
9.11K
$429K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
81+ 0.18% |
$4.55K - $5.46K
|
44.7K
$2.11M
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
80+ 1.05% |
$4.5K - $5.39K
|
7.68K
$362K
|
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
80+ 0.09% |
$4.5K - $5.39K
|
93.4K
$4.4M
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
76+ 1.19% |
$4.27K - $5.12K
|
6.47K
$305K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
76New |
$4.27K - $5.12K
|
76
$3.58K
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
75+ 1.16% |
$4.22K - $5.06K
|
6.55K
$309K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
75+ 1.97% |
$4.22K - $5.06K
|
3.89K
$183K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
75+ 0.34% |
$4.22K - $5.06K
|
22.1K
$1.04M
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
74+ 1.7% |
$4.16K - $4.99K
|
4.43K
$209K
|
|
|
Apr 14, 2022
Q1 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
70+ 0.32% |
$3.94K - $4.72K
|
21.7K
$1.02M
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.76% |
$3.77K - $4.52K
|
8.92K
$420K
|
|
|
Apr 07, 2022
Q1 2022
|
Salem Capital Management Inc
|
BUY
|
- |
67+ 0.1% |
$3.77K - $4.52K
|
69.7K
$3.29M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
64New |
$3.6K - $4.31K
|
64
$3.02K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
63+ 5.12% |
$3.54K - $4.25K
|
1.29K
$61K
|