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 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
6+ 0.04% |
$243 - $284
|
16.4K
$774K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 1.11% |
$202 - $236
|
455
$21.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.18% |
$162 - $189
|
342
$16.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4+ 0.06% |
$162 - $189
|
6.94K
$327K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$162 - $189
|
5.17K
$244K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
3+ 0.06% |
$121 - $142
|
4.7K
$222K
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3+ 0.03% |
$121 - $142
|
9.44K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.17% |
$121 - $142
|
1.8K
$85K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.93% |
$121 - $142
|
325
$15.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.21% |
$80.8 - $94.5
|
975
$46K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.09% |
$80.8 - $94.5
|
2.19K
$103K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.96% |
$40.4 - $47.3
|
52
$2.45K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.4% |
$40.4 - $47.3
|
248
$11.7K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1- 0.01% |
$40.4 - $47.3
|
10.9K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-1- 4.35% |
$40.4 - $47.3
|
22
$1.04K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 0.12% |
$80.8 - $94.5
|
1.65K
$77.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.1% |
$121 - $142
|
3.02K
$143K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 7.02% |
$162 - $189
|
53
$2.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-9- 0.04% |
$364 - $425
|
22.5K
$1.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 1.25% |
$445 - $520
|
869
$41K
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-12- 0.23% |
$485 - $567
|
5.3K
$250K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-15- 0.09% |
$606 - $709
|
17K
$801K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 1.35% |
$606 - $709
|
1.1K
$51.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-17- 0.29% |
$687 - $803
|
5.76K
$272K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-19- 11.73% |
$768 - $898
|
143
$6.74K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-20- 1.3% |
$808 - $945
|
1.52K
$71.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-21- 4.78% |
$849 - $992
|
418
$19.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-25- 0.06% |
$1.01K - $1.18K
|
40.8K
$1.92M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-25Closed |
$1.01K - $1.18K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-32- 0.31% |
$1.29K - $1.51K
|
10.2K
$480K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-35- 0.11% |
$1.41K - $1.65K
|
30.5K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-36- 0.21% |
$1.46K - $1.7K
|
17.5K
$824K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-40- 0.77% |
$1.62K - $1.89K
|
5.13K
$242K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-40- 26.32% |
$1.62K - $1.89K
|
112
$5.28K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-46- 0.14% |
$1.86K - $2.17K
|
32.2K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-46- 3.44% |
$1.86K - $2.17K
|
1.29K
$61K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-49- 0.34% |
$1.98K - $2.32K
|
14.6K
$687K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-49- 0.64% |
$1.98K - $2.32K
|
7.55K
$356K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-50- 0.12% |
$2.02K - $2.36K
|
43.2K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-50- 0.21% |
$2.02K - $2.36K
|
24.2K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-50- 0.74% |
$2.02K - $2.36K
|
6.73K
$317K
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
SELL
|
- |
-50- 0.77% |
$2.02K - $2.36K
|
6.45K
$304K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-52- 0.25% |
$2.1K - $2.46K
|
21.2K
$998K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-59- 0.59% |
$2.38K - $2.79K
|
10K
$472K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-62- 11.21% |
$2.51K - $2.93K
|
491
$23.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-63- 19.81% |
$2.55K - $2.98K
|
255
$12K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-63- 0.29% |
$2.55K - $2.98K
|
21.4K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-68- 18.99% |
$2.75K - $3.21K
|
290
$13.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-71- 1.21% |
$2.87K - $3.36K
|
5.78K
$273K
|