Purchases and Sales Made in Q3 2022 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
869+ 4.09% |
$17.7K - $43.9K
|
22.1K
$1.05M
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
861+ 4.76% |
$17.6K - $43.5K
|
19K
$903K
|
|
Oct 19, 2022
Q3 2022
|
Reliant Investment Management, LLC
|
BUY
|
- |
838+ 1.06% |
$17.1K - $42.3K
|
80.1K
$3.81M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
827+ 3.08% |
$16.9K - $41.7K
|
27.6K
$1.32M
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
825New |
$16.8K - $41.6K
|
825
$39.3K
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
823+ 6.51% |
$16.8K - $41.5K
|
13.5K
$642K
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
818+ 6.2% |
$16.7K - $41.3K
|
14K
$668K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
786+ 16.23% |
$16K - $39.7K
|
5.63K
$268K
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
780+ 1.56% |
$15.9K - $39.4K
|
50.6K
$2.41M
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
775+ 5.74% |
$15.8K - $39.1K
|
14.3K
$680K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
775+ 2.1% |
$15.8K - $39.1K
|
37.7K
$1.79M
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
770+ 0.36% |
$15.7K - $38.9K
|
216K
$10.3M
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
770+ 1.13% |
$15.7K - $38.9K
|
68.6K
$3.27M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
759New |
$15.5K - $38.3K
|
759
$36.2K
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
751+ 3.41% |
$15.3K - $37.9K
|
22.7K
$1.08M
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
750+ 4.61% |
$15.3K - $37.9K
|
17K
$810K
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
742+ 12.93% |
$15.1K - $37.4K
|
6.48K
$309K
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
736+ 12.85% |
$15K - $37.1K
|
6.46K
$308K
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
727+ 3.22% |
$14.8K - $36.7K
|
23.3K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
715+ 8.88% |
$14.6K - $36.1K
|
8.77K
$418K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
710+ 4.48% |
$14.5K - $35.8K
|
16.6K
$789K
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
694+ 10.46% |
$14.2K - $35K
|
7.33K
$349K
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
690+ 1.75% |
$14.1K - $34.8K
|
40.1K
$1.91M
|
|
Oct 31, 2022
Q3 2022
|
Lewis Capital Management, LLC
|
BUY
|
- |
663+ 1.45% |
$13.5K - $33.5K
|
46.4K
$2.21M
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
650+ 15.07% |
$13.3K - $32.8K
|
4.96K
$236K
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
643+ 5.54% |
$13.1K - $32.5K
|
12.3K
$584K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
633+ 2.68% |
$12.9K - $31.9K
|
24.2K
$1.16M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
627+ 15.27% |
$12.8K - $31.6K
|
4.73K
$225K
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
615+ 1.85% |
$12.6K - $31K
|
33.8K
$1.61M
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 0.71% |
$12.2K - $30.3K
|
84.9K
$4.05M
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
596+ 6.13% |
$12.2K - $30.1K
|
10.3K
$492K
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
568+ 1.18% |
$11.6K - $28.7K
|
48.6K
$2.31M
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
544+ 4.58% |
$11.1K - $27.5K
|
12.4K
$592K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
542+ 4.49% |
$11.1K - $27.4K
|
12.6K
$602K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
528+ 555.79% |
$10.8K - $26.6K
|
623
$29.7K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
503+ 7.82% |
$10.3K - $25.4K
|
6.94K
$331K
|
|
Nov 04, 2022
Q3 2022
|
River Road Asset Management, LLC
|
BUY
|
- |
502+ 0.1% |
$10.2K - $25.3K
|
508K
$24.2M
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
502+ 0.54% |
$10.2K - $25.3K
|
93.9K
$4.47M
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
501+ 1.38% |
$10.2K - $25.3K
|
36.7K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
500+ 0.83% |
$10.2K - $25.2K
|
60.9K
$2.9M
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
488+ 2.52% |
$9.96K - $24.6K
|
19.9K
$947K
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
475+ 0.61% |
$9.69K - $24K
|
78.6K
$3.74M
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
473+ 2.41% |
$9.65K - $23.9K
|
20.1K
$956K
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
467+ 7.04% |
$9.53K - $23.6K
|
7.1K
$338K
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
451+ 1.46% |
$9.2K - $22.8K
|
31.4K
$1.49M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
450New |
$9.18K - $22.7K
|
450
$21.4K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
448+ 19.54% |
$9.14K - $22.6K
|
2.74K
$131K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
447+ 1.17% |
$9.12K - $22.6K
|
38.6K
$1.84M
|
|
Nov 10, 2022
Q3 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
443+ 1.01% |
$9.04K - $22.4K
|
44.2K
$2.11M
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
431+ 0.21% |
$8.8K - $21.8K
|
209K
$9.98M
|