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
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.58KNew |
$347K - $405K
|
8.58K
$409K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
8.52K+ 5.32% |
$344K - $403K
|
169K
$8.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.51K+ 15.65% |
$344K - $402K
|
62.9K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
8.5KNew |
$344K - $402K
|
8.5K
$405K
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
8.49KNew |
$343K - $401K
|
8.49K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.46K+ 12.85% |
$342K - $400K
|
74.3K
$3.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
8.43KNew |
$341K - $398K
|
8.43K
$402K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.42K+ 6.37% |
$340K - $398K
|
141K
$6.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
8.38K+ 67.5% |
$339K - $396K
|
20.8K
$991K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.37K+ 8.21% |
$338K - $396K
|
110K
$5.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.34KNew |
$337K - $394K
|
8.34K
$398K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.33KNew |
$337K - $394K
|
8.33K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.31KNew |
$336K - $393K
|
8.31K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
8.3KNew |
$335K - $392K
|
8.3K
$396K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.24K+ 41.43% |
$333K - $389K
|
28.1K
$1.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
8.21K+ 1.4% |
$332K - $388K
|
597K
$28.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.18K+ 76.67% |
$331K - $387K
|
18.9K
$899K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.09KNew |
$327K - $382K
|
8.09K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.01KNew |
$324K - $379K
|
8.01K
$382K
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
8.01KNew |
$324K - $379K
|
8.01K
$382K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
7.98K+ 1.72% |
$323K - $377K
|
471K
$22.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
7.95K+ 2.59% |
$321K - $376K
|
314K
$15M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
7.94K+ 70.11% |
$321K - $375K
|
19.3K
$918K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
7.89KNew |
$319K - $373K
|
7.89K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.72KNew |
$312K - $365K
|
7.72K
$368K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.7K+ 21.23% |
$311K - $364K
|
43.9K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.57KNew |
$306K - $358K
|
7.57K
$361K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.57KNew |
$306K - $358K
|
7.57K
$361K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.55K+ 556.19% |
$305K - $357K
|
8.91K
$425K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
7.4K+ 6.16% |
$299K - $349K
|
127K
$6.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.32K+ 0.81% |
$296K - $346K
|
915K
$43.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
7.15K+ 3.41% |
$289K - $338K
|
217K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
7K+ 10.65% |
$283K - $331K
|
72.7K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6.9K+ 29.58% |
$279K - $326K
|
30.2K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.8KNew |
$275K - $321K
|
6.8K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.65KNew |
$269K - $314K
|
6.65K
$317K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
6.56K+ 655500.0% |
$265K - $310K
|
6.56K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.51K+ 4.5% |
$263K - $308K
|
151K
$7.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.5K+ 6.07% |
$263K - $307K
|
113K
$5.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.49K+ 7.39% |
$262K - $307K
|
94.3K
$4.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
6.4K+ 41.93% |
$259K - $303K
|
21.7K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.36KNew |
$257K - $300K
|
6.36K
$303K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.34K+ 5.35% |
$256K - $300K
|
125K
$5.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.13K+ 18.17% |
$248K - $290K
|
39.9K
$1.9M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.11KNew |
$247K - $289K
|
6.11K
$291K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.09K+ 19.31% |
$246K - $288K
|
37.6K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.04K+ 79.99% |
$244K - $285K
|
13.6K
$648K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
6.04KNew |
$244K - $285K
|
6.04K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.9KNew |
$238K - $279K
|
5.9K
$281K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
5.88K+ 3.2% |
$238K - $278K
|
190K
$9.04M
|