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 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 5.56% |
$16.9K - $20.2K
|
5.1K
$243K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-300- 2.54% |
$16.9K - $20.2K
|
11.5K
$549K
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-301- 5.28% |
$16.9K - $20.3K
|
5.4K
$258K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-301- 0.6% |
$16.9K - $20.3K
|
49.8K
$2.37M
|
|
|
May 05, 2022
Q1 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-306- 0.84% |
$17.2K - $20.6K
|
35.9K
$1.71M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-321- 0.84% |
$18K - $21.6K
|
37.8K
$1.8M
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-325- 1.69% |
$18.3K - $21.9K
|
19K
$904K
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-328- 0.55% |
$18.4K - $22.1K
|
59.6K
$2.84M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-334- 0.96% |
$18.8K - $22.5K
|
34.6K
$1.65M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-346- 5.58% |
$19.5K - $23.3K
|
5.85K
$279K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-348- 13.77% |
$19.6K - $23.5K
|
2.18K
$104K
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-350- 0.45% |
$19.7K - $23.6K
|
77.9K
$3.72M
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-359- 9.21% |
$20.2K - $24.2K
|
3.54K
$169K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-369- 0.57% |
$20.7K - $24.9K
|
64.4K
$3.07M
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-372- 1.7% |
$20.9K - $25.1K
|
21.5K
$1.03M
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-372- 4.04% |
$20.9K - $25.1K
|
8.85K
$422K
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-376- 6.85% |
$21.1K - $25.3K
|
5.11K
$244K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-383- 1.3% |
$21.5K - $25.8K
|
29K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-400Closed |
$22.5K - $27K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-405- 6.12% |
$22.8K - $27.3K
|
6.22K
$296K
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-410- 1.2% |
$23.1K - $27.6K
|
33.7K
$1.61M
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-421- 2.69% |
$23.7K - $28.4K
|
15.3K
$727K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-434Closed |
$24.4K - $29.3K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-447- 4.04% |
$25.1K - $30.1K
|
10.6K
$506K
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-448- 9.72% |
$25.2K - $30.2K
|
4.16K
$198K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-449- 5.02% |
$25.2K - $30.3K
|
8.5K
$405K
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-450- 2.56% |
$25.3K - $30.3K
|
17.2K
$818K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-452- 6.57% |
$25.4K - $30.5K
|
6.43K
$307K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-456- 3.49% |
$25.6K - $30.7K
|
12.6K
$601K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-474- 1.79% |
$26.7K - $32K
|
26K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-484- 3.57% |
$27.2K - $32.6K
|
13.1K
$623K
|
|
|
Apr 11, 2022
Q1 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-485- 1.01% |
$27.3K - $32.7K
|
47.8K
$2.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-486- 0.19% |
$27.3K - $32.8K
|
254K
$12.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-487- 1.82% |
$27.4K - $32.8K
|
26.3K
$1.25M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-497- 10.6% |
$27.9K - $33.5K
|
4.19K
$200K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-498- 1.16% |
$28K - $33.6K
|
42.6K
$2.03M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-503- 4.87% |
$28.3K - $33.9K
|
9.83K
$469K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-510- 4.29% |
$28.7K - $34.4K
|
11.4K
$542K
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-526- 2.47% |
$29.6K - $35.5K
|
20.8K
$990K
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-559- 0.52% |
$31.4K - $37.7K
|
108K
$5.14M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-560Closed |
$31.5K - $37.7K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-575- 4.33% |
$32.3K - $38.8K
|
12.7K
$605K
|
|
|
Apr 28, 2022
Q1 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-575- 0.49% |
$32.3K - $38.8K
|
116K
$5.54M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-579- 8.29% |
$32.6K - $39K
|
6.4K
$305K
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-580- 13.69% |
$32.6K - $39.1K
|
3.66K
$174K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-587- 4.43% |
$33K - $39.6K
|
12.7K
$604K
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-588- 2.41% |
$33.1K - $39.6K
|
23.8K
$1.14M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-599- 86.44% |
$33.7K - $40.4K
|
94
$4.48K
|
|
|
Apr 27, 2022
Q1 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-600- 1.24% |
$33.7K - $40.4K
|
47.7K
$2.28M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-600- 2.02% |
$33.7K - $40.4K
|
29.2K
$1.39M
|