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 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-102- 0.82% |
$2.08K - $5.15K
|
12.4K
$596K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-106- 10.1% |
$2.16K - $5.35K
|
944
$45.3K
|
|
|
Nov 16, 2022
Q3 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-106- 0.25% |
$2.16K - $5.35K
|
42.8K
$2.05M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-107- 24.94% |
$2.18K - $5.4K
|
322
$15.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-108- 0.33% |
$2.2K - $5.45K
|
32.9K
$1.58M
|
|
|
Nov 17, 2022
Q3 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-115- 0.22% |
$2.35K - $5.8K
|
53.1K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-120- 0.18% |
$2.45K - $6.06K
|
65.5K
$3.14M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-120- 0.54% |
$2.45K - $6.06K
|
22.1K
$1.06M
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-124- 6.51% |
$2.53K - $6.26K
|
1.78K
$85.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-129- 2.13% |
$2.63K - $6.51K
|
5.94K
$285K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-131- 1.39% |
$2.67K - $6.61K
|
9.29K
$446K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-135- 2.39% |
$2.76K - $6.81K
|
5.5K
$264K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-135- 15.61% |
$2.76K - $6.81K
|
730
$35.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-137- 4.89% |
$2.8K - $6.91K
|
2.67K
$128K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-142- 2.4% |
$2.9K - $7.17K
|
5.78K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-150- 2.07% |
$3.06K - $7.57K
|
7.11K
$341K
|
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
SELL
|
- |
-163- 1.38% |
$3.33K - $8.23K
|
11.7K
$561K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-166- 0.4% |
$3.39K - $8.38K
|
40.8K
$1.96M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-170- 2.69% |
$3.47K - $8.58K
|
6.15K
$295K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-173- 0.41% |
$3.53K - $8.73K
|
42.4K
$2.04M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-174- 2.04% |
$3.55K - $8.78K
|
8.34K
$400K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-178- 1.1% |
$3.63K - $8.98K
|
15.9K
$765K
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
SELL
|
- |
-179- 0.31% |
$3.65K - $9.03K
|
57K
$2.74M
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-180- 1.3% |
$3.67K - $9.08K
|
13.6K
$655K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-191- 0.41% |
$3.9K - $9.64K
|
46.2K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-193- 2.24% |
$3.94K - $9.74K
|
8.41K
$404K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-197- 10.98% |
$4.02K - $9.94K
|
1.6K
$76.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-199- 2.95% |
$4.06K - $10K
|
6.56K
$315K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 1.07% |
$4.08K - $10.1K
|
18.5K
$890K
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-201- 2.46% |
$4.1K - $10.1K
|
7.96K
$382K
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-207- 2.32% |
$4.22K - $10.4K
|
8.73K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-210- 3.35% |
$4.29K - $10.6K
|
6.05K
$291K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-215- 4.37% |
$4.39K - $10.9K
|
4.7K
$226K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-219- 0.71% |
$4.47K - $11.1K
|
30.6K
$1.47M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-234- 0.39% |
$4.78K - $11.8K
|
60.3K
$2.9M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-242- 3.73% |
$4.94K - $12.2K
|
6.25K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-249- 0.41% |
$5.08K - $12.6K
|
61K
$2.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-250- 78.62% |
$5.1K - $12.6K
|
68
$3.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-251- 4.63% |
$5.12K - $12.7K
|
5.17K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-253- 0.57% |
$5.16K - $12.8K
|
43.9K
$2.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
SELL
|
- |
-255- 3.46% |
$5.2K - $12.9K
|
7.11K
$342K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-258- 2.56% |
$5.27K - $13K
|
9.82K
$472K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-261- 2.39% |
$5.33K - $13.2K
|
10.6K
$511K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-262- 2.22% |
$5.35K - $13.2K
|
11.6K
$555K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-265- 2.08% |
$5.41K - $13.4K
|
12.5K
$600K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-282- 2.98% |
$5.76K - $14.2K
|
9.17K
$440K
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-283- 1.6% |
$5.78K - $14.3K
|
17.4K
$837K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-285- 0.88% |
$5.82K - $14.4K
|
32.2K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-289- 0.44% |
$5.9K - $14.6K
|
65.8K
$3.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-290- 1.74% |
$5.92K - $14.6K
|
16.4K
$788K
|