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 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-567- 7.1% |
$11.6K - $28.6K
|
7.42K
$354K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-570- 3.74% |
$11.6K - $28.8K
|
14.7K
$700K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-587- 1.1% |
$12K - $29.6K
|
52.7K
$2.51M
|
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
SELL
|
- |
-600- 4.23% |
$12.2K - $30.3K
|
13.6K
$648K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-612- 0.1% |
$12.5K - $30.9K
|
628K
$29.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-614- 5.1% |
$12.5K - $31K
|
11.4K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-622- 8.81% |
$12.7K - $31.4K
|
6.44K
$307K
|
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-629- 2.53% |
$12.8K - $31.7K
|
24.3K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-671- 8.16% |
$13.7K - $33.9K
|
7.55K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-676- 2.04% |
$13.8K - $34.1K
|
32.5K
$1.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-681- 3.69% |
$13.9K - $34.4K
|
17.8K
$847K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-681- 5.48% |
$13.9K - $34.4K
|
11.7K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-688- 5.12% |
$14K - $34.7K
|
12.8K
$608K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-698- 16.24% |
$14.2K - $35.2K
|
3.6K
$172K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-698- 16.24% |
$14.2K - $35.2K
|
3.6K
$172K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-721- 0.69% |
$14.7K - $36.4K
|
103K
$4.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-729- 10.13% |
$14.9K - $36.8K
|
6.47K
$308K
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-736- 5.91% |
$15K - $37.1K
|
11.7K
$559K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-750- 11.72% |
$15.3K - $37.9K
|
5.65K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-761- 9.36% |
$15.5K - $38.4K
|
7.37K
$351K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-770- 0.34% |
$15.7K - $38.9K
|
226K
$10.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-773- 7.13% |
$15.8K - $39K
|
10.1K
$480K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-780- 2.08% |
$15.9K - $39.4K
|
36.7K
$1.75M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-791- 2.25% |
$16.1K - $39.9K
|
34.4K
$1.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-809- 7.98% |
$16.5K - $40.8K
|
9.33K
$445K
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-817- 0.19% |
$16.7K - $41.2K
|
441K
$21M
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-831- 9.33% |
$17K - $41.9K
|
8.08K
$385K
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-844- 4.55% |
$17.2K - $42.6K
|
17.7K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-865- 5.01% |
$17.7K - $43.7K
|
16.4K
$781K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-884- 3.59% |
$18K - $44.6K
|
23.7K
$1.13M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-888- 6.66% |
$18.1K - $44.8K
|
12.4K
$593K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-899- 4.05% |
$18.3K - $45.4K
|
21.3K
$1.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-913- 4.48% |
$18.6K - $46.1K
|
19.4K
$927K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-914- 5.65% |
$18.7K - $46.1K
|
15.3K
$728K
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-914- 3.38% |
$18.7K - $46.1K
|
26.2K
$1.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-996- 5.32% |
$20.3K - $50.3K
|
17.7K
$845K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-1K- 15.87% |
$20.4K - $50.5K
|
5.3K
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1K- 4.1% |
$20.4K - $50.5K
|
23.4K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.01K- 5.23% |
$20.6K - $50.9K
|
18.3K
$870K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.03K- 0.55% |
$20.9K - $51.7K
|
184K
$8.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.04K- 16.71% |
$21.3K - $52.6K
|
5.2K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.04K- 3.47% |
$21.3K - $52.6K
|
29K
$1.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.04K- 4.8% |
$21.3K - $52.7K
|
20.7K
$986K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 3.32% |
$21.4K - $53K
|
30.5K
$1.46M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.05K- 3.06% |
$21.5K - $53.1K
|
33.3K
$1.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.07K- 8.41% |
$21.9K - $54.2K
|
11.7K
$557K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.09K- 2.9% |
$22.2K - $54.9K
|
36.4K
$1.73M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.12K- 6.66% |
$22.8K - $56.4K
|
15.7K
$746K
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
SELL
|
- |
-1.12K- 1.9% |
$22.9K - $56.6K
|
58K
$2.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.14K- 34.24% |
$23.3K - $57.6K
|
2.19K
$104K
|