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
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.21K+ 44.88% |
$170K - $199K
|
13.6K
$647K
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.19K+ 20.88% |
$169K - $198K
|
24.3K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4.15K+ 8.8% |
$168K - $196K
|
51.3K
$2.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
4.09K+ 4.92% |
$165K - $193K
|
87.3K
$4.16M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.09K+ 1.19% |
$165K - $193K
|
347K
$16.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.08K+ 1.81% |
$165K - $193K
|
230K
$11M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.03K+ 11.12% |
$163K - $190K
|
40.2K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.97K+ 15.44% |
$160K - $187K
|
29.6K
$1.41M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
3.7K+ 24.59% |
$149K - $175K
|
18.7K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.67K+ 5.91% |
$148K - $174K
|
65.8K
$3.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.62K+ 9.12% |
$146K - $171K
|
43.3K
$2.06M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.59KNew |
$145K - $169K
|
3.59K
$171K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.58K+ 14.28% |
$145K - $169K
|
28.6K
$1.36M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.55K+ 5.57% |
$143K - $168K
|
67.3K
$3.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.54KNew |
$143K - $167K
|
3.54K
$169K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.52K+ 2.07% |
$142K - $166K
|
174K
$8.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.4K+ 12.67% |
$137K - $161K
|
30.2K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.39K+ 65.76% |
$137K - $160K
|
8.55K
$408K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.39K+ 5.2% |
$137K - $160K
|
68.5K
$3.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.3K+ 24.9% |
$134K - $156K
|
16.6K
$790K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.3K+ 22.57% |
$133K - $156K
|
17.9K
$853K
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
3.29K+ 9.61% |
$133K - $156K
|
37.5K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.23K+ 3.14% |
$130K - $153K
|
106K
$5.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.18K+ 1.01% |
$129K - $150K
|
319K
$15.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.18K+ 0.4% |
$128K - $150K
|
800K
$38.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.15K+ 10.49% |
$127K - $149K
|
33.2K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
3.12K+ 113.97% |
$126K - $148K
|
5.87K
$280K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 64.76% |
$125K - $146K
|
7.84K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.03K+ 11.23% |
$122K - $143K
|
30K
$1.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3K+ 37.17% |
$121K - $142K
|
11.1K
$528K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.98K+ 7.22% |
$120K - $141K
|
44.2K
$2.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
2.97K+ 24.74% |
$120K - $140K
|
15K
$713K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.96KNew |
$120K - $140K
|
2.96K
$141K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.95K+ 9.34% |
$119K - $139K
|
34.5K
$1.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.89K+ 20.16% |
$117K - $137K
|
17.2K
$822K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.89K+ 14.02% |
$117K - $136K
|
23.5K
$1.12M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.87K+ 8.82% |
$116K - $136K
|
35.5K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.86K+ 8.44% |
$116K - $135K
|
36.7K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.84KNew |
$115K - $134K
|
2.84K
$135K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.72K+ 7.81% |
$110K - $129K
|
37.6K
$1.79M
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
2.72K+ 3.98% |
$110K - $128K
|
70.9K
$3.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.71K+ 14.2% |
$110K - $128K
|
21.8K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.68K+ 2.68% |
$108K - $127K
|
103K
$4.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.68K+ 19.14% |
$108K - $127K
|
16.7K
$795K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 27.3% |
$108K - $126K
|
12.5K
$594K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.61K+ 51.98% |
$105K - $123K
|
7.62K
$363K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.59K+ 4.3% |
$105K - $123K
|
62.9K
$3M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.59K+ 1.58% |
$105K - $122K
|
167K
$7.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.55K+ 3.26% |
$103K - $121K
|
80.9K
$3.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.52K+ 6.6% |
$102K - $119K
|
40.6K
$1.94M
|