Purchases and Sales Made in Q4 2022 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.43K+ 1.7% |
$57.8K - $67.6K
|
85.8K
$4.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.43K+ 9.82% |
$57.7K - $67.5K
|
16K
$761K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.42K+ 28.32% |
$57.6K - $67.3K
|
6.45K
$308K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 3.02% |
$57.4K - $67.2K
|
48.4K
$2.31M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.39K+ 37.93% |
$56K - $65.5K
|
5.04K
$240K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.36KNew |
$54.9K - $64.2K
|
1.36K
$64.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.34K+ 15.03% |
$54.2K - $63.4K
|
10.3K
$490K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.32KNew |
$53.3K - $62.3K
|
1.32K
$62.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.32K+ 1.21% |
$53.3K - $62.3K
|
110K
$5.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.31K+ 3.27% |
$53K - $61.9K
|
41.4K
$1.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.3K+ 13.5% |
$52.3K - $61.2K
|
10.9K
$519K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.29K+ 2.06% |
$52.3K - $61.1K
|
64K
$3.05M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.27K+ 35.42% |
$51.3K - $60K
|
4.86K
$232K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.26K+ 9.99% |
$51K - $59.6K
|
13.9K
$662K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.23K+ 0.8% |
$49.8K - $58.2K
|
155K
$7.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
1.22K+ 7.69% |
$49.2K - $57.6K
|
17.1K
$813K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 2.56% |
$47.2K - $55.2K
|
46.8K
$2.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.16K+ 5.33% |
$46.9K - $54.9K
|
22.9K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
1.15K+ 18.12% |
$46.6K - $54.5K
|
7.52K
$359K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.14K+ 14.78% |
$46.2K - $54K
|
8.88K
$423K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.13K+ 72.18% |
$45.8K - $53.6K
|
2.71K
$129K
|
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.13K+ 18.74% |
$45.7K - $53.5K
|
7.17K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.12K+ 3.42% |
$45.4K - $53.1K
|
34K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.12K+ 19.28% |
$45.4K - $53.1K
|
6.95K
$331K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
1.12K+ 1.18% |
$45.2K - $52.9K
|
95.8K
$4.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
1.1K+ 8.09% |
$44.5K - $52K
|
14.7K
$701K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 5.3% |
$44.4K - $51.9K
|
21.8K
$1.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
1.09K+ 4.32% |
$44.2K - $51.7K
|
26.4K
$1.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.09K+ 12.88% |
$44.1K - $51.6K
|
9.56K
$456K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.09K+ 0.45% |
$44.1K - $51.6K
|
244K
$11.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.08K+ 2.96% |
$43.5K - $50.9K
|
37.4K
$1.79M
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.06K+ 8.44% |
$42.9K - $50.2K
|
13.6K
$650K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 14.35% |
$42.5K - $49.7K
|
8.38K
$400K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.05K+ 6.24% |
$42.3K - $49.5K
|
17.8K
$850K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.04K+ 1.81% |
$42K - $49.1K
|
58.4K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 7.75% |
$41.6K - $48.6K
|
14.3K
$682K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.02K+ 16.45% |
$41.4K - $48.4K
|
7.25K
$346K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
1.01K+ 15.47% |
$41K - $47.9K
|
7.57K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01KNew |
$40.9K - $47.8K
|
1.01K
$48.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
984+ 0.91% |
$39.8K - $46.5K
|
109K
$5.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
924+ 0.91% |
$37.3K - $43.7K
|
102K
$4.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
914+ 0.72% |
$36.9K - $43.2K
|
127K
$6.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
891+ 0.22% |
$36K - $42.1K
|
409K
$19.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
887+ 0.12% |
$35.9K - $41.9K
|
769K
$36.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
875+ 0.1% |
$35.4K - $41.4K
|
921K
$43.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
859+ 9.21% |
$34.7K - $40.6K
|
10.2K
$486K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
854+ 2.12% |
$34.5K - $40.4K
|
41.2K
$1.97M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
850+ 13.14% |
$34.4K - $40.2K
|
7.32K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
846+ 6.29% |
$34.2K - $40K
|
14.3K
$681K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
836+ 3.82% |
$33.8K - $39.5K
|
22.7K
$1.08M
|