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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61+ 23.92% |
$3.43K - $4.11K
|
316
$14.9K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
59+ 39.86% |
$3.32K - $3.98K
|
207
$9.76K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
59New |
$3.32K - $3.98K
|
59
$2.78K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
55+ 0.4% |
$3.09K - $3.71K
|
13.8K
$652K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
55+ 2.68% |
$3.09K - $3.71K
|
2.11K
$99.5K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
53+ 0.99% |
$2.98K - $3.57K
|
5.39K
$254K
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
52+ 0.61% |
$2.92K - $3.51K
|
8.54K
$403K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.82% |
$2.92K - $3.51K
|
6.39K
$301K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
51+ 0.17% |
$2.87K - $3.44K
|
30.2K
$1.42M
|
|
|
May 10, 2022
Q1 2022
|
Searle & Co.
|
BUY
|
- |
50+ 0.23% |
$2.81K - $3.37K
|
22.1K
$1.04M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
50+ 0.81% |
$2.81K - $3.37K
|
6.22K
$293K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
49New |
$2.76K - $3.3K
|
49
$2.31K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
46+ 3.08% |
$2.59K - $3.1K
|
1.54K
$72.7K
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
46+ 0.13% |
$2.59K - $3.1K
|
34.3K
$1.62M
|
|
|
May 12, 2022
Q1 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
45+ 0.42% |
$2.53K - $3.03K
|
10.7K
$506K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
44+ 83.02% |
$2.47K - $2.97K
|
97
$4.57K
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
41+ 0.78% |
$2.31K - $2.76K
|
5.32K
$251K
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
41+ 0.22% |
$2.31K - $2.76K
|
18.4K
$865K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
40+ 0.39% |
$2.25K - $2.7K
|
10.3K
$484K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
37+ 0.36% |
$2.08K - $2.49K
|
10.2K
$480K
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
37+ 0.39% |
$2.08K - $2.49K
|
9.46K
$446K
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
36+ 0.79% |
$2.02K - $2.43K
|
4.58K
$216K
|
|
|
Apr 26, 2022
Q1 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
36+ 0.6% |
$2.02K - $2.43K
|
6.07K
$286K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
34New |
$1.91K - $2.29K
|
34
$1.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33+ 0.43% |
$1.86K - $2.22K
|
7.72K
$364K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
30New |
$1.69K - $2.02K
|
30
$1.41K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
29+ 1.19% |
$1.63K - $1.95K
|
2.46K
$116K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
29+ 0.77% |
$1.63K - $1.95K
|
3.79K
$178K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
26+ 17.22% |
$1.46K - $1.75K
|
177
$8.35K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
25+ 0.39% |
$1.41K - $1.69K
|
6.42K
$303K
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
25+ 0.23% |
$1.41K - $1.69K
|
10.9K
$513K
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
24+ 0.6% |
$1.35K - $1.62K
|
4K
$189K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
21+ 0.7% |
$1.18K - $1.42K
|
3.03K
$143K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
18+ 0.04% |
$1.01K - $1.21K
|
47.1K
$2.22M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
14New |
$787 - $944
|
14
$660
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14+ 0.06% |
$787 - $944
|
23.7K
$1.12M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.49% |
$731 - $876
|
2.67K
$126K
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
13+ 0.19% |
$731 - $876
|
6.89K
$325K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13+ 0.26% |
$731 - $876
|
5.07K
$239K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
12New |
$675 - $809
|
12
$566
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 0.16% |
$675 - $809
|
7.73K
$364K
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
11+ 0.26% |
$619 - $742
|
4.27K
$201K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11+ 0.15% |
$619 - $742
|
7.58K
$357K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.23% |
$562 - $674
|
4.41K
$208K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.09% |
$506 - $607
|
10.1K
$475K
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
9+ 0.2% |
$506 - $607
|
4.42K
$208K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.2% |
$450 - $539
|
4.06K
$191K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
7New |
$394 - $472
|
7
$330
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.68% |
$281 - $337
|
742
$35K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
5+ 14.71% |
$281 - $337
|
39
$1.84K
|