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 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
22+ 2.25% |
$449 - $1.11K
|
1K
$48K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
22+ 6.55% |
$449 - $1.11K
|
358
$17.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
22+ 0.52% |
$449 - $1.11K
|
4.24K
$204K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
21+ 2.21% |
$429 - $1.06K
|
973
$46.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
21+ 0.37% |
$429 - $1.06K
|
5.62K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
20New |
$408 - $1.01K
|
20
$960
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
19+ 0.2% |
$388 - $959
|
9.32K
$447K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
19+ 0.04% |
$388 - $959
|
48K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
19+ 0.08% |
$388 - $959
|
23.2K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
17+ 0.02% |
$347 - $858
|
82.5K
$3.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 2.14% |
$327 - $808
|
763
$36.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
14+ 0.02% |
$286 - $707
|
86.9K
$4.17M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
14+ 3.29% |
$286 - $707
|
439
$21.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.02% |
$286 - $707
|
56.4K
$2.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 3.79% |
$265 - $656
|
356
$17.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13+ 0.14% |
$265 - $656
|
9.52K
$457K
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
12+ 0.04% |
$245 - $606
|
27.4K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 0.31% |
$245 - $606
|
3.86K
$185K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
10+ 0.02% |
$204 - $505
|
57.7K
$2.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
10+ 0.14% |
$204 - $505
|
7.22K
$347K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$204 - $505
|
10
$480
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 16.33% |
$163 - $404
|
57
$2.74K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.06% |
$143 - $353
|
12.4K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
7+ 0.04% |
$143 - $353
|
20K
$960K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6+ 0.55% |
$122 - $303
|
1.1K
$52.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6+ 0.21% |
$122 - $303
|
2.9K
$139K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
5+ 0.04% |
$102 - $252
|
12K
$576K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$102 - $252
|
1.82K
$87.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.1% |
$102 - $252
|
5.07K
$244K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
4+ 2.53% |
$81.6 - $202
|
162
$7.78K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4+ 2.35% |
$81.6 - $202
|
174
$8.36K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 10.26% |
$81.6 - $202
|
43
$2.06K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 7.69% |
$61.2 - $151
|
42
$2.02K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3+ 0.04% |
$61.2 - $151
|
7.36K
$353K
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$61.2 - $151
|
5.17K
$248K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.9% |
$61.2 - $151
|
338
$16.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.02% |
$40.8 - $101
|
9.44K
$453K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.27% |
$20.4 - $50.5
|
45
$2.16K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.4% |
$20.4 - $50.5
|
247
$11.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1- 0.63% |
$20.4 - $50.5
|
159
$7.64K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.05% |
$61.2 - $151
|
5.85K
$281K
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
SELL
|
- |
-3- 0.02% |
$61.2 - $151
|
13.2K
$635K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 0.13% |
$81.6 - $202
|
3.03K
$145K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-7- 0.07% |
$143 - $353
|
10.2K
$491K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7- 4.4% |
$143 - $353
|
152
$7.3K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 0.79% |
$143 - $353
|
880
$42.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-8- 0.01% |
$163 - $404
|
82.6K
$3.96M
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10- 0.02% |
$204 - $505
|
57.3K
$2.75M
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.2% |
$265 - $656
|
6.55K
$314K
|