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 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15- 0.74% |
$306 - $757
|
2K
$96.1K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-15- 37.5% |
$306 - $757
|
25
$1.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-16- 0.22% |
$327 - $808
|
7.23K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20- 0.11% |
$408 - $1.01K
|
18K
$865K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 7.02% |
$408 - $1.01K
|
265
$12.7K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-27- 0.21% |
$551 - $1.36K
|
12.6K
$607K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-27- 0.3% |
$551 - $1.36K
|
9K
$432K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-29- 0.25% |
$592 - $1.46K
|
11.5K
$551K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-29- 0.31% |
$592 - $1.46K
|
9.19K
$441K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-30- 0.08% |
$612 - $1.51K
|
39K
$1.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-34- 7.8% |
$694 - $1.72K
|
402
$19.3K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-34Closed |
$694 - $1.72K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-37- 2.19% |
$755 - $1.87K
|
1.66K
$79.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-42- 0.47% |
$857 - $2.12K
|
8.93K
$429K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.84% |
$918 - $2.27K
|
5.29K
$254K
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-46- 0.89% |
$939 - $2.32K
|
5.15K
$247K
|
|
|
Oct 21, 2022
Q3 2022
|
Benin Management Corp
|
SELL
|
- |
-50- 0.76% |
$1.02K - $2.52K
|
6.5K
$312K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-50- 2.7% |
$1.02K - $2.52K
|
1.8K
$86.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-50- 0.99% |
$1.02K - $2.52K
|
5K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-50- 0.19% |
$1.02K - $2.52K
|
26.8K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-51- 0.42% |
$1.04K - $2.57K
|
12K
$577K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-51- 75.0% |
$1.04K - $2.57K
|
17
$816
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-51- 0.58% |
$1.04K - $2.57K
|
8.71K
$418K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-56- 5.07% |
$1.14K - $2.83K
|
1.05K
$50.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-57- 1.12% |
$1.16K - $2.88K
|
5.02K
$241K
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-61- 0.59% |
$1.25K - $3.08K
|
10.3K
$496K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-61- 0.59% |
$1.25K - $3.08K
|
10.3K
$496K
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-64- 0.46% |
$1.31K - $3.23K
|
13.9K
$669K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-70- 0.46% |
$1.43K - $3.53K
|
15.1K
$724K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-73- 0.82% |
$1.49K - $3.68K
|
8.78K
$422K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-75- 0.18% |
$1.53K - $3.79K
|
41.1K
$1.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-75- 1.39% |
$1.53K - $3.79K
|
5.33K
$256K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-75- 1.75% |
$1.53K - $3.79K
|
4.21K
$202K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-77- 0.17% |
$1.57K - $3.89K
|
46.2K
$2.22M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-78- 10.25% |
$1.59K - $3.94K
|
683
$32.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-87- 1.36% |
$1.78K - $4.39K
|
6.3K
$302K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-87- 0.15% |
$1.78K - $4.39K
|
58.7K
$2.82M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-88- 0.04% |
$1.8K - $4.44K
|
221K
$10.6M
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
SELL
|
- |
-91- 0.91% |
$1.86K - $4.59K
|
9.91K
$476K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-91- 1.45% |
$1.86K - $4.59K
|
6.18K
$297K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-93- 49.47% |
$1.9K - $4.69K
|
95
$4.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-95- 1.23% |
$1.94K - $4.79K
|
7.66K
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-95- 11.7% |
$1.94K - $4.79K
|
717
$34.4K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-95- 6.12% |
$1.94K - $4.79K
|
1.46K
$70K
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-97- 0.43% |
$1.98K - $4.9K
|
22.5K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-98- 1.9% |
$2K - $4.95K
|
5.06K
$243K
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-100- 0.99% |
$2.04K - $5.05K
|
10K
$480K
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 16.0% |
$2.04K - $5.05K
|
525
$25.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-100- 0.84% |
$2.04K - $5.05K
|
11.8K
$566K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-101- 1.25% |
$2.06K - $5.1K
|
7.99K
$384K
|