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
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.16K- 5.68% |
$23.7K - $58.6K
|
19.3K
$926K
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
SELL
|
- |
-1.18K- 4.58% |
$24K - $59.4K
|
24.5K
$1.18M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 0.87% |
$25K - $61.8K
|
140K
$6.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.23K- 1.53% |
$25K - $61.9K
|
79K
$3.79M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.23K- 1.53% |
$25K - $61.9K
|
79K
$3.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.23K- 5.78% |
$25.1K - $62.2K
|
20.1K
$964K
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.25K- 3.12% |
$25.5K - $63.1K
|
38.9K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.3K- 3.7% |
$26.6K - $65.7K
|
33.9K
$1.63M
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.33K- 10.9% |
$27.2K - $67.2K
|
10.9K
$523K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.33K- 18.98% |
$27.2K - $67.2K
|
5.68K
$273K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.36K- 19.6% |
$27.8K - $68.8K
|
5.59K
$268K
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
SELL
|
- |
-1.39K- 19.11% |
$28.4K - $70.2K
|
5.88K
$283K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.39K- 4.39% |
$28.5K - $70.4K
|
30.4K
$1.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.4K- 1.66% |
$28.6K - $70.8K
|
82.9K
$3.98M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-1.41K- 12.02% |
$28.7K - $70.9K
|
10.3K
$494K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.41K- 15.95% |
$28.8K - $71.3K
|
7.45K
$358K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.45K- 2.12% |
$29.5K - $72.9K
|
66.7K
$3.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.48K- 2.78% |
$30.1K - $74.5K
|
51.6K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.51K- 12.12% |
$30.9K - $76.3K
|
11K
$527K
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.52K- 4.27% |
$31K - $76.6K
|
34K
$1.63M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.53K- 0.78% |
$31.2K - $77.1K
|
194K
$9.34M
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.53K- 22.37% |
$31.3K - $77.3K
|
5.32K
$255K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1.53K- 4.42% |
$31.3K - $77.4K
|
33.2K
$1.59M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.54K- 2.07% |
$31.5K - $77.8K
|
73K
$3.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.56K- 10.01% |
$31.9K - $78.8K
|
14K
$675K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.59K- 1.11% |
$32.5K - $80.3K
|
142K
$6.82M
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.61K- 6.64% |
$32.9K - $81.3K
|
22.6K
$1.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.61K- 3.4% |
$32.9K - $81.4K
|
45.8K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.64K- 14.89% |
$33.5K - $82.7K
|
9.37K
$450K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.64K- 41.04% |
$33.6K - $83K
|
2.36K
$113K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.65K- 17.21% |
$33.7K - $83.3K
|
7.94K
$381K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.66K- 6.09% |
$33.9K - $83.9K
|
25.6K
$1.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.69K- 15.26% |
$34.5K - $85.2K
|
9.37K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.72K- 3.92% |
$35.1K - $86.8K
|
42.2K
$2.03M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.78K- 7.95% |
$36.3K - $89.7K
|
20.6K
$989K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.81K- 30.67% |
$36.8K - $91.1K
|
4.08K
$196K
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-1.81K- 16.0% |
$37K - $91.6K
|
9.53K
$457K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.83K- 0.87% |
$37.3K - $92.3K
|
209K
$10M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.9K- 7.99% |
$38.8K - $95.9K
|
21.9K
$1.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.92K- 20.63% |
$39.2K - $97K
|
7.39K
$355K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.97K- 3.33% |
$40.3K - $99.6K
|
57.3K
$2.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.98K- 3.9% |
$40.4K - $99.8K
|
48.8K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.02K- 2.26% |
$41.3K - $102K
|
87.3K
$4.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.03K- 0.91% |
$41.4K - $102K
|
221K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.04K- 1.33% |
$41.6K - $103K
|
151K
$7.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-2.05K- 20.16% |
$41.8K - $103K
|
8.11K
$389K
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2.05K- 5.2% |
$41.9K - $104K
|
37.4K
$1.79M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-2.07K- 0.69% |
$42.2K - $104K
|
296K
$14.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.19K- 3.52% |
$44.8K - $111K
|
60.1K
$2.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-2.21K- 18.01% |
$45K - $111K
|
10K
$482K
|