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 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
465+ 56.36% |
$18.8K - $22K
|
1.29K
$61.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
463+ 1.59% |
$18.7K - $21.9K
|
29.5K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
462New |
$18.7K - $21.8K
|
462
$22K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
461+ 1.01% |
$18.6K - $21.8K
|
46.2K
$2.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
458+ 22.22% |
$18.5K - $21.6K
|
2.52K
$120K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
456+ 0.44% |
$18.4K - $21.6K
|
104K
$4.97M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
450+ 2.15% |
$18.2K - $21.3K
|
21.4K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
447+ 1.02% |
$18.1K - $21.1K
|
44.4K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
430+ 6.8% |
$17.4K - $20.3K
|
6.75K
$322K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
422+ 0.73% |
$17.1K - $19.9K
|
58.3K
$2.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
419+ 4.16% |
$16.9K - $19.8K
|
10.5K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
412+ 8.31% |
$16.7K - $19.5K
|
5.37K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
403New |
$16.3K - $19K
|
403
$19.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
395+ 3.55% |
$16K - $18.7K
|
11.5K
$549K
|
|
|
Feb 03, 2023
Q4 2022
|
Homestead Advisers Corp
|
BUY
|
- |
394+ 0.03% |
$15.9K - $18.6K
|
1.38M
$65.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
392+ 1.4% |
$15.8K - $18.5K
|
28.4K
$1.35M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
385+ 3.58% |
$15.6K - $18.2K
|
11.1K
$531K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
384+ 2.2% |
$15.5K - $18.1K
|
17.9K
$851K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
382New |
$15.4K - $18.1K
|
382
$18.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
379+ 3.83% |
$15.3K - $17.9K
|
10.3K
$490K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
376+ 0.64% |
$15.2K - $17.8K
|
59.1K
$2.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
374+ 1.52% |
$15.1K - $17.7K
|
25K
$1.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
373+ 7.04% |
$15.1K - $17.6K
|
5.67K
$270K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
366+ 0.57% |
$14.8K - $17.3K
|
64.5K
$3.07M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
364+ 0.5% |
$14.7K - $17.2K
|
73.6K
$3.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
362+ 5.53% |
$14.6K - $17.1K
|
6.91K
$329K
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
357+ 5.7% |
$14.4K - $16.9K
|
6.62K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
356New |
$14.4K - $16.8K
|
356
$17K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
350+ 0.16% |
$14.1K - $16.5K
|
216K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
346+ 2.99% |
$14K - $16.4K
|
11.9K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
343+ 4.48% |
$13.9K - $16.2K
|
8K
$381K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
333+ 0.24% |
$13.5K - $15.7K
|
141K
$6.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
329New |
$13.3K - $15.5K
|
329
$15.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
323+ 2.25% |
$13.1K - $15.3K
|
14.7K
$699K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
321+ 0.95% |
$13K - $15.2K
|
34K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
311+ 1.14% |
$12.6K - $14.7K
|
27.7K
$1.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
306+ 3.03% |
$12.4K - $14.5K
|
10.4K
$495K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
306+ 3.49% |
$12.4K - $14.5K
|
9.07K
$433K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
305+ 7.48% |
$12.3K - $14.4K
|
4.39K
$209K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
299+ 3.59% |
$12.1K - $14.1K
|
8.64K
$412K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
299New |
$12.1K - $14.1K
|
299
$14.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
298+ 2.68% |
$12K - $14.1K
|
11.4K
$545K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
290+ 4.08% |
$11.7K - $13.7K
|
7.4K
$353K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
287New |
$11.6K - $13.6K
|
287
$13.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
279+ 1.81% |
$11.3K - $13.2K
|
15.7K
$749K
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
275+ 0.13% |
$11.1K - $13K
|
219K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
275+ 2.96% |
$11.1K - $13K
|
9.57K
$456K
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
268+ 0.64% |
$10.8K - $12.7K
|
42.2K
$2.01M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
266+ 1.64% |
$10.8K - $12.6K
|
16.5K
$785K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
265+ 2.59% |
$10.7K - $12.5K
|
10.5K
$500K
|