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
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-400- 0.71% |
$16.2K - $18.9K
|
56K
$2.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Montgomery Investment Management Inc
|
SELL
|
- |
-408- 0.09% |
$16.5K - $19.3K
|
470K
$22.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-413- 6.95% |
$16.7K - $19.5K
|
5.53K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-414- 6.27% |
$16.7K - $19.6K
|
6.19K
$295K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-418- 34.98% |
$16.9K - $19.8K
|
777
$37K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-423- 6.54% |
$17.1K - $20K
|
6.04K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-425- 4.65% |
$17.2K - $20.1K
|
8.71K
$415K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-430- 4.94% |
$17.4K - $20.3K
|
8.27K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-439- 6.82% |
$17.7K - $20.7K
|
6K
$286K
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-440- 7.78% |
$17.8K - $20.8K
|
5.21K
$249K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-445- 49.5% |
$18K - $21K
|
454
$21.6K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-448- 9.01% |
$18.1K - $21.2K
|
4.53K
$216K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-454- 1.52% |
$18.4K - $21.5K
|
29.4K
$1.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-457- 58.59% |
$18.5K - $21.6K
|
323
$15.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-464- 1.9% |
$18.8K - $21.9K
|
24K
$1.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-478- 10.1% |
$19.3K - $22.6K
|
4.25K
$203K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-484- 3.61% |
$19.6K - $22.9K
|
12.9K
$617K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-485- 3.6% |
$19.6K - $22.9K
|
13K
$619K
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
SELL
|
- |
-488- 0.48% |
$19.7K - $23.1K
|
101K
$4.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-490- 55.37% |
$19.8K - $23.2K
|
395
$18.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-508- 0.14% |
$20.5K - $24K
|
361K
$17.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-530- 0.88% |
$21.4K - $25K
|
59.5K
$2.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-530- 2.83% |
$21.4K - $25K
|
18.2K
$868K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-534- 13.14% |
$21.6K - $25.2K
|
3.53K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-541- 4.5% |
$21.9K - $25.6K
|
11.5K
$548K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-549- 7.59% |
$22.2K - $25.9K
|
6.68K
$319K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-565- 6.43% |
$22.8K - $26.7K
|
8.22K
$392K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-580- 8.17% |
$23.4K - $27.4K
|
6.52K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-581- 0.38% |
$23.5K - $27.5K
|
153K
$7.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-583- 1.86% |
$23.6K - $27.6K
|
30.7K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-583- 0.34% |
$23.6K - $27.6K
|
173K
$8.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-585- 15.06% |
$23.6K - $27.6K
|
3.3K
$157K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-586- 2.5% |
$23.7K - $27.7K
|
22.8K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-590- 61.27% |
$23.8K - $27.9K
|
373
$17.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-595- 18.1% |
$24K - $28.1K
|
2.69K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-607- 0.93% |
$24.5K - $28.7K
|
64.9K
$3.09M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-626- 3.43% |
$25.3K - $29.6K
|
17.6K
$840K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-643- 22.21% |
$26K - $30.4K
|
2.25K
$107K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-662- 4.64% |
$26.8K - $31.3K
|
13.6K
$649K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-663- 57.01% |
$26.8K - $31.3K
|
500
$23.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-671- 1.72% |
$27.1K - $31.7K
|
38.3K
$1.83M
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-673- 12.87% |
$27.2K - $31.8K
|
4.56K
$217K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-702- 1.57% |
$28.4K - $33.2K
|
44K
$2.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-710- 2.8% |
$28.7K - $33.6K
|
24.6K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-711- 5.8% |
$28.7K - $33.6K
|
11.5K
$550K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-718- 12.31% |
$29K - $33.9K
|
5.12K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-720- 0.33% |
$29.1K - $34K
|
220K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-726- 1.94% |
$29.3K - $34.3K
|
36.6K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-732- 0.76% |
$29.6K - $34.6K
|
95.3K
$4.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-734- 2.87% |
$29.7K - $34.7K
|
24.9K
$1.18M
|