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 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
429+ 6.95% |
$8.76K - $21.7K
|
6.6K
$315K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
422+ 4.31% |
$8.61K - $21.3K
|
10.2K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
418New |
$8.53K - $21.1K
|
418
$19.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
416+ 2.0% |
$8.49K - $21K
|
21.2K
$1.01M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
415+ 6.8% |
$8.47K - $20.9K
|
6.52K
$311K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
412+ 1.29% |
$8.41K - $20.8K
|
32.4K
$1.54M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
411+ 4.25% |
$8.39K - $20.7K
|
10.1K
$480K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
410+ 2.67% |
$8.37K - $20.7K
|
15.8K
$751K
|
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
407+ 1.08% |
$8.31K - $20.5K
|
38.2K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
406+ 0.02% |
$8.29K - $20.5K
|
2.07M
$98.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
399+ 5.24% |
$8.14K - $20.1K
|
8.01K
$382K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
396+ 0.95% |
$8.08K - $20K
|
42.3K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
BUY
|
- |
384+ 4.1% |
$7.84K - $19.4K
|
9.75K
$465K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
375+ 2.91% |
$7.65K - $18.9K
|
13.3K
$632K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
370New |
$7.55K - $18.7K
|
370
$17.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
366+ 1.38% |
$7.47K - $18.5K
|
27K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
366+ 2.83% |
$7.47K - $18.5K
|
13.3K
$633K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
364+ 7.75% |
$7.43K - $18.4K
|
5.06K
$241K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
357+ 10.55% |
$7.29K - $18K
|
3.74K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
355+ 7.83% |
$7.25K - $17.9K
|
4.89K
$233K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
343+ 5.52% |
$7K - $17.3K
|
6.56K
$312K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
340+ 1.65% |
$6.94K - $17.2K
|
21K
$1M
|
|
|
Dec 02, 2022
Q3 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
335+ 4.08% |
$6.84K - $16.9K
|
8.54K
$407K
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
327+ 0.9% |
$6.67K - $16.5K
|
36.6K
$1.74M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
326+ 0.67% |
$6.65K - $16.5K
|
49K
$2.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
322+ 2.3% |
$6.57K - $16.3K
|
14.3K
$683K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
321+ 0.37% |
$6.55K - $16.2K
|
87.3K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
321+ 2.12% |
$6.55K - $16.2K
|
15.5K
$736K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
319+ 1.58% |
$6.51K - $16.1K
|
20.5K
$979K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
319+ 0.31% |
$6.51K - $16.1K
|
105K
$4.99M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
318+ 36.26% |
$6.49K - $16K
|
1.2K
$56.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
318New |
$6.49K - $16K
|
318
$15.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
317+ 1.65% |
$6.47K - $16K
|
19.5K
$929K
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
314+ 2.96% |
$6.41K - $15.8K
|
10.9K
$521K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
310+ 8.59% |
$6.33K - $15.6K
|
3.92K
$187K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
308+ 0.97% |
$6.29K - $15.5K
|
31.9K
$1.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
305+ 2.25% |
$6.23K - $15.4K
|
13.8K
$659K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
300+ 88.5% |
$6.12K - $15.1K
|
639
$30.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Montgomery Investment Management Inc
|
BUY
|
- |
300+ 0.06% |
$6.12K - $15.1K
|
470K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
300New |
$6.12K - $15.1K
|
300
$14.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
299+ 1.2% |
$6.1K - $15.1K
|
25.3K
$1.21M
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
BUY
|
- |
297+ 0.36% |
$6.06K - $15K
|
83K
$3.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
294+ 1.09% |
$6K - $14.8K
|
27.4K
$1.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
291+ 4.9% |
$5.94K - $14.7K
|
6.23K
$297K
|
|
|
Oct 18, 2022
Q3 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
285+ 0.16% |
$5.82K - $14.4K
|
180K
$8.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
281+ 4.59% |
$5.74K - $14.2K
|
6.41K
$305K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
279+ 4.99% |
$5.69K - $14.1K
|
5.87K
$280K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
276+ 0.69% |
$5.63K - $13.9K
|
40.4K
$1.92M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
274+ 1.18% |
$5.59K - $13.8K
|
23.4K
$1.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
273+ 9.06% |
$5.57K - $13.8K
|
3.29K
$157K
|