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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
114+ 2.91% |
$2.33K - $5.75K
|
4.03K
$194K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.44% |
$2.29K - $5.65K
|
25.7K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
104+ 0.88% |
$2.12K - $5.25K
|
11.9K
$571K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
102+ 0.76% |
$2.08K - $5.15K
|
13.5K
$646K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
101+ 2.41% |
$2.06K - $5.1K
|
4.29K
$206K
|
|
|
Nov 04, 2022
Q3 2022
|
Carderock Capital Management Inc
|
BUY
|
- |
90+ 1.94% |
$1.84K - $4.54K
|
4.73K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
88New |
$1.8K - $4.44K
|
88
$4.23K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
87+ 0.51% |
$1.78K - $4.39K
|
17K
$817K
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
87+ 0.32% |
$1.78K - $4.39K
|
27.1K
$1.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
85+ 0.07% |
$1.73K - $4.29K
|
119K
$5.72M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
79+ 1.54% |
$1.61K - $3.99K
|
5.21K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
77+ 0.63% |
$1.57K - $3.89K
|
12.3K
$588K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
74+ 0.66% |
$1.51K - $3.73K
|
11.3K
$543K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
74+ 0.74% |
$1.51K - $3.73K
|
10.1K
$484K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
73+ 0.96% |
$1.49K - $3.68K
|
7.69K
$369K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
73+ 4.05% |
$1.49K - $3.68K
|
1.88K
$90K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
73+ 4.05% |
$1.49K - $3.68K
|
1.88K
$90K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
72New |
$1.47K - $3.63K
|
72
$3.46K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
69+ 1.1% |
$1.41K - $3.48K
|
6.37K
$306K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.4% |
$1.31K - $3.23K
|
4.64K
$223K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
64+ 1.3% |
$1.31K - $3.23K
|
4.98K
$239K
|
|
|
Nov 10, 2022
Q3 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
63+ 0.58% |
$1.29K - $3.18K
|
10.9K
$521K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
61+ 0.91% |
$1.25K - $3.08K
|
6.78K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
61+ 2.27% |
$1.25K - $3.08K
|
2.75K
$132K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
60+ 9.8% |
$1.22K - $3.03K
|
672
$32.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
60+ 0.28% |
$1.22K - $3.03K
|
21.3K
$1.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
60New |
$1.22K - $3.03K
|
60
$2.88K
|
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
59+ 1.1% |
$1.2K - $2.98K
|
5.43K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
59+ 0.29% |
$1.2K - $2.98K
|
20.2K
$970K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
58+ 0.55% |
$1.18K - $2.93K
|
10.7K
$514K
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
51+ 1.1% |
$1.04K - $2.57K
|
4.68K
$225K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
51New |
$1.04K - $2.57K
|
51
$2.45K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
50New |
$1.02K - $2.52K
|
50
$2.4K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
50+ 1.61% |
$1.02K - $2.52K
|
3.16K
$152K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
49+ 5.36% |
$1K - $2.47K
|
963
$46.2K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
48+ 3.22% |
$980 - $2.42K
|
1.54K
$74K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
47+ 0.62% |
$959 - $2.37K
|
7.6K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
46+ 3.56% |
$939 - $2.32K
|
1.34K
$64.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
45+ 0.18% |
$918 - $2.27K
|
24.7K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
42+ 1.1% |
$857 - $2.12K
|
3.86K
$186K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40+ 0.65% |
$816 - $2.02K
|
6.2K
$298K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
40+ 0.29% |
$816 - $2.02K
|
13.7K
$659K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
36+ 0.21% |
$735 - $1.82K
|
17.5K
$841K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
31+ 0.16% |
$633 - $1.56K
|
19.8K
$949K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
29New |
$592 - $1.46K
|
29
$1.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
28+ 112.0% |
$571 - $1.41K
|
53
$2.55K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
26+ 0.36% |
$531 - $1.31K
|
7.3K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
26+ 9.81% |
$531 - $1.31K
|
291
$14K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
24+ 0.59% |
$490 - $1.21K
|
4.07K
$195K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
23+ 0.75% |
$469 - $1.16K
|
3.07K
$148K
|