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 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-150- 1.48% |
$8.43K - $10.1K
|
9.97K
$475K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-151- 0.21% |
$8.49K - $10.2K
|
71.7K
$3.42M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-151Closed |
$8.49K - $10.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-154- 0.06% |
$8.66K - $10.4K
|
241K
$11.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-158- 13.3% |
$8.88K - $10.7K
|
1.03K
$49.1K
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-167- 2.96% |
$9.39K - $11.3K
|
5.47K
$261K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-174- 1.74% |
$9.78K - $11.7K
|
9.8K
$467K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-177Closed |
$9.95K - $11.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-184Closed |
$10.3K - $12.4K
|
0
$0
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-189Closed |
$10.6K - $12.7K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-190- 1.73% |
$10.7K - $12.8K
|
10.8K
$514K
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-200- 1.97% |
$11.2K - $13.5K
|
9.94K
$474K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 5.78% |
$11.2K - $13.5K
|
3.26K
$155K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-200- 2.34% |
$11.2K - $13.5K
|
8.36K
$398K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-200- 1.03% |
$11.2K - $13.5K
|
19.2K
$917K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-201- 1.06% |
$11.3K - $13.5K
|
18.8K
$895K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-201- 1.41% |
$11.3K - $13.5K
|
14.1K
$672K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-201Closed |
$11.3K - $13.5K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-203- 2.65% |
$11.4K - $13.7K
|
7.47K
$356K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-204- 0.95% |
$11.5K - $13.8K
|
21.3K
$1.01M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-205- 5.14% |
$11.5K - $13.8K
|
3.79K
$181K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-206- 19.98% |
$11.6K - $13.9K
|
825
$39.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-209- 2.31% |
$11.8K - $14.1K
|
8.84K
$422K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-218- 6.77% |
$12.3K - $14.7K
|
3K
$143K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-219- 19.06% |
$12.3K - $14.8K
|
930
$44.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-225- 78.13% |
$12.7K - $15.2K
|
63
$3K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-228- 0.93% |
$12.8K - $15.4K
|
24.2K
$1.16M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-230- 1.64% |
$12.9K - $15.5K
|
13.8K
$657K
|
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-236- 0.65% |
$13.3K - $15.9K
|
36K
$1.72M
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-237- 21.12% |
$13.3K - $16K
|
885
$42.2K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-238- 51.18% |
$13.4K - $16K
|
227
$10.8K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-240- 1.03% |
$13.5K - $16.2K
|
23K
$1.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-250- 5.21% |
$14.1K - $16.9K
|
4.55K
$217K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-250- 0.13% |
$14.1K - $16.9K
|
185K
$8.82M
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-250- 5.72% |
$14.1K - $16.9K
|
4.12K
$196K
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-250- 0.99% |
$14.1K - $16.9K
|
25K
$1.19M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-251- 5.66% |
$14.1K - $16.9K
|
4.18K
$199K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-258- 2.42% |
$14.5K - $17.4K
|
10.4K
$497K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-259- 3.85% |
$14.6K - $17.5K
|
6.47K
$308K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-260- 20.23% |
$14.6K - $17.5K
|
1.03K
$48.9K
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-267- 12.64% |
$15K - $18K
|
1.85K
$88K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-270- 52.12% |
$15.2K - $18.2K
|
248
$11.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-275- 5.47% |
$15.5K - $18.5K
|
4.75K
$227K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-281- 4.5% |
$15.8K - $18.9K
|
5.96K
$284K
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-284- 0.81% |
$16K - $19.1K
|
35K
$1.67M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-291- 3.45% |
$16.4K - $19.6K
|
8.15K
$389K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-297- 1.58% |
$16.7K - $20K
|
18.5K
$880K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-299- 2.4% |
$16.8K - $20.2K
|
12.1K
$579K
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-299- 1.21% |
$16.8K - $20.2K
|
24.4K
$1.16M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-299- 2.4% |
$16.8K - $20.2K
|
12.1K
$579K
|