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 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-298- 1.7% |
$6.08K - $15K
|
17.2K
$822K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-300- 1.39% |
$6.12K - $15.1K
|
21.2K
$1.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-301- 0.85% |
$6.14K - $15.2K
|
35.1K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-301- 2.19% |
$6.14K - $15.2K
|
13.4K
$641K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-302- 4.62% |
$6.16K - $15.2K
|
6.24K
$297K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-305- 72.27% |
$6.23K - $15.4K
|
117
$5.58K
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-315- 2.92% |
$6.43K - $15.9K
|
10.5K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-323- 3.51% |
$6.59K - $16.3K
|
8.88K
$423K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-325- 0.88% |
$6.63K - $16.4K
|
36.8K
$1.75M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-330- 1.59% |
$6.74K - $16.7K
|
20.4K
$971K
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-332- 1.39% |
$6.78K - $16.8K
|
23.5K
$1.12M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-334- 6.18% |
$6.82K - $16.9K
|
5.07K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-336- 2.02% |
$6.86K - $17K
|
16.3K
$778K
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-350- 0.53% |
$7.14K - $17.7K
|
65.7K
$3.13M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-356- 0.97% |
$7.27K - $18K
|
36.3K
$1.73M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-359- 7.01% |
$7.33K - $18.1K
|
4.76K
$227K
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-360- 3.59% |
$7.35K - $18.2K
|
9.67K
$461K
|
|
|
Nov 09, 2022
Q3 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-375- 3.49% |
$7.65K - $18.9K
|
10.4K
$494K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-382- 0.34% |
$7.8K - $19.3K
|
112K
$5.36M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-395- 0.64% |
$8.06K - $19.9K
|
61.7K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-396- 1.55% |
$8.08K - $20K
|
25.1K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-397- 1.28% |
$8.1K - $20K
|
30.7K
$1.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-398- 2.83% |
$8.12K - $20.1K
|
13.7K
$651K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-400- 3.78% |
$8.16K - $20.2K
|
10.2K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-401- 7.89% |
$8.18K - $20.2K
|
4.68K
$223K
|
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-420- 6.92% |
$8.57K - $21.2K
|
5.65K
$269K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-426- 8.14% |
$8.69K - $21.5K
|
4.81K
$229K
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-436- 7.6% |
$8.9K - $22K
|
5.3K
$252K
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-453- 2.73% |
$9.25K - $22.9K
|
16.1K
$769K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-457- 2.23% |
$9.33K - $23.1K
|
20K
$955K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-459- 0.79% |
$9.37K - $23.2K
|
57.9K
$2.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-470- 34.33% |
$9.59K - $23.7K
|
899
$42.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-471- 3.85% |
$9.61K - $23.8K
|
11.8K
$561K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-471- 3.85% |
$9.61K - $23.8K
|
11.8K
$561K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-473- 0.4% |
$9.65K - $23.9K
|
119K
$5.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-475- 1.0% |
$9.69K - $24K
|
47K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-476- 3.61% |
$9.72K - $24K
|
12.7K
$606K
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-479- 8.04% |
$9.78K - $24.2K
|
5.48K
$261K
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.14% |
$10.2K - $25.2K
|
359K
$17.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-500- 22.41% |
$10.2K - $25.2K
|
1.73K
$82.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-508- 3.64% |
$10.4K - $25.6K
|
13.4K
$641K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-508- 55.64% |
$10.4K - $25.6K
|
405
$19.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-511- 2.29% |
$10.4K - $25.8K
|
21.8K
$1.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-512- 0.87% |
$10.4K - $25.8K
|
58.5K
$2.79M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-524- 7.61% |
$10.7K - $26.4K
|
6.36K
$303K
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-525- 1.2% |
$10.7K - $26.5K
|
43.2K
$2.06M
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-530- 8.86% |
$10.8K - $26.7K
|
5.45K
$260K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-537- 4.48% |
$11K - $27.1K
|
11.5K
$546K
|
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-564- 3.12% |
$11.5K - $28.5K
|
17.5K
$835K
|
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-565- 7.98% |
$11.5K - $28.5K
|
6.52K
$310K
|