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 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.88K- 10.21% |
$106K - $127K
|
16.5K
$787K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-1.89K- 85.59% |
$106K - $127K
|
318
$15.2K
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-1.93K- 20.06% |
$109K - $130K
|
7.7K
$367K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.93K- 3.67% |
$109K - $130K
|
50.7K
$2.42M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.97K- 3.99% |
$111K - $133K
|
47.4K
$2.26M
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-2.06K- 14.8% |
$116K - $139K
|
11.8K
$565K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.11K- 24.55% |
$119K - $142K
|
6.49K
$309K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.15K- 0.77% |
$121K - $145K
|
276K
$13.2M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-2.18KClosed |
$122K - $147K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.2K- 7.11% |
$124K - $149K
|
28.8K
$1.37M
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.21K- 4.55% |
$124K - $149K
|
46.3K
$2.21M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.22K- 6.28% |
$125K - $149K
|
33.1K
$1.58M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.26K- 18.35% |
$127K - $152K
|
10.1K
$480K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.29K- 0.41% |
$129K - $155K
|
551K
$26.3M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.31K- 67.72% |
$130K - $156K
|
1.1K
$52.6K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-2.33K- 33.6% |
$131K - $157K
|
4.6K
$219K
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.4K- 1.02% |
$135K - $162K
|
234K
$11.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.45K- 11.13% |
$138K - $165K
|
19.5K
$931K
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-2.45K- 19.97% |
$138K - $165K
|
9.83K
$469K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.46K- 32.33% |
$138K - $166K
|
5.15K
$246K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-2.55K- 8.06% |
$143K - $172K
|
29.1K
$1.39M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 42.33% |
$152K - $183K
|
3.7K
$176K
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-2.76K- 7.38% |
$155K - $186K
|
34.6K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.81K- 14.21% |
$158K - $189K
|
16.9K
$808K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-2.9K- 2.38% |
$163K - $195K
|
119K
$5.68M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.91K- 7.12% |
$164K - $196K
|
37.9K
$1.81M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.91K- 41.44% |
$164K - $196K
|
4.12K
$196K
|
|
|
Apr 19, 2022
Q1 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.97K- 0.46% |
$167K - $200K
|
639K
$30.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-2.99K- 1.86% |
$168K - $202K
|
158K
$7.55M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3K- 22.29% |
$169K - $202K
|
10.5K
$499K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3K- 24.46% |
$169K - $202K
|
9.28K
$442K
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3.05K- 35.89% |
$172K - $206K
|
5.45K
$260K
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-3.07KClosed |
$173K - $207K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.11K- 4.41% |
$175K - $209K
|
67.3K
$3.21M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.14K- 11.18% |
$176K - $212K
|
24.9K
$1.19M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3.16K- 25.67% |
$178K - $213K
|
9.14K
$436K
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.2K- 4.0% |
$180K - $216K
|
76.9K
$3.67M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.21K- 9.98% |
$181K - $216K
|
29K
$1.38M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.27K- 3.79% |
$184K - $220K
|
82.9K
$3.95M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.3K- 29.37% |
$185K - $222K
|
7.93K
$378K
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.43KClosed |
$193K - $231K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-3.44KClosed |
$193K - $232K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-3.45KClosed |
$194K - $232K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.45KClosed |
$194K - $233K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-3.46K- 3.09% |
$194K - $233K
|
108K
$5.17M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3.47K- 1.54% |
$195K - $234K
|
221K
$10.5M
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-3.48KClosed |
$196K - $235K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Northside Capital Management, LLC
|
SELL
|
- |
-3.49KClosed |
$196K - $235K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-3.5KClosed |
$197K - $236K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.5KClosed |
$197K - $236K
|
0
$0
|