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
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.22K- 38.13% |
$45.3K - $112K
|
3.6K
$172K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.27K- 1.66% |
$46.3K - $114K
|
134K
$6.39M
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.27K- 13.29% |
$46.4K - $115K
|
14.8K
$706K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.31K- 20.01% |
$47.2K - $117K
|
9.25K
$441K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.31K- 20.01% |
$47.2K - $117K
|
9.25K
$441K
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.34K- 2.26% |
$47.7K - $118K
|
101K
$4.83M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.38K- 12.81% |
$48.6K - $120K
|
16.2K
$772K
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.4K- 3.92% |
$49K - $121K
|
58.9K
$2.8M
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.42K- 24.9% |
$49.3K - $122K
|
7.28K
$347K
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.44K- 0.92% |
$49.9K - $123K
|
263K
$12.5M
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-2.45K- 0.67% |
$50K - $124K
|
362K
$17.2M
|
|
Nov 14, 2022
Q3 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.45K- 0.58% |
$50.1K - $124K
|
417K
$19.9M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.46K- 10.1% |
$50.2K - $124K
|
21.9K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.52K- 33.75% |
$51.5K - $127K
|
4.96K
$236K
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.53K- 30.61% |
$51.6K - $128K
|
5.73K
$273K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.55K- 67.35% |
$52K - $129K
|
1.24K
$58.9K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.56K- 0.49% |
$52.1K - $129K
|
517K
$24.6M
|
|
Nov 15, 2022
Q3 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.68K- 0.33% |
$54.7K - $135K
|
819K
$39M
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.69K- 0.27% |
$54.9K - $136K
|
982K
$46.8M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.73K- 34.58% |
$55.7K - $138K
|
5.16K
$246K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.77K- 12.14% |
$56.6K - $140K
|
20.1K
$957K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.79K- 29.08% |
$56.9K - $141K
|
6.8K
$324K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2.84K- 42.25% |
$58K - $143K
|
3.88K
$185K
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3K- 19.73% |
$61.2K - $151K
|
12.2K
$581K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.08K- 63.77% |
$62.9K - $156K
|
1.75K
$83.4K
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.15K- 4.96% |
$64.3K - $159K
|
60.3K
$2.88M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.17K- 3.44% |
$64.6K - $160K
|
88.9K
$4.24M
|
|
Nov 07, 2022
Q3 2022
|
Homestead Advisers Corp
|
SELL
|
- |
-3.24K- 0.23% |
$66K - $163K
|
1.38M
$65.7M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.28K- 18.85% |
$66.9K - $165K
|
14.1K
$672K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.28K- 1.15% |
$66.9K - $165K
|
282K
$13.4M
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.31K- 1.26% |
$67.6K - $167K
|
260K
$12.4M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.33K- 36.31% |
$68K - $168K
|
5.85K
$279K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.36K- 12.31% |
$68.6K - $170K
|
23.9K
$1.14M
|
|
Nov 08, 2022
Q3 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-3.46K- 3.22% |
$70.6K - $175K
|
104K
$4.95M
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.52K- 5.54% |
$71.8K - $178K
|
59.9K
$2.86M
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.58K- 10.69% |
$73K - $180K
|
29.9K
$1.42M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.66K- 14.7% |
$74.8K - $185K
|
21.3K
$1.01M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.89K- 2.21% |
$79.4K - $196K
|
172K
$8.22M
|
|
Dec 09, 2024
Q3 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-3.91K- 0.51% |
$79.7K - $197K
|
764K
$36.4M
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
SELL
|
- |
-4K- 6.3% |
$81.6K - $202K
|
59.5K
$2.83M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4K- 18.63% |
$81.6K - $202K
|
17.5K
$832K
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4K- 29.43% |
$81.6K - $202K
|
9.59K
$457K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.08K- 8.0% |
$83.3K - $206K
|
46.9K
$2.23M
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.1K- 5.83% |
$83.7K - $207K
|
66.3K
$3.16M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.11K- 9.3% |
$83.9K - $207K
|
40.1K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
First Long Island Investors, LLC
|
SELL
|
- |
-4.16K- 1.04% |
$84.8K - $210K
|
397K
$18.9M
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.2K- 10.73% |
$85.8K - $212K
|
34.9K
$1.67M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.25KClosed |
$86.7K - $214K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-4.32K- 16.89% |
$88.2K - $218K
|
21.3K
$1.01M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.33K- 2.59% |
$88.4K - $219K
|
163K
$7.76M
|