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 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.88KNew |
$99.6K - $246K
|
4.88K
$233K
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.82KNew |
$98.4K - $243K
|
4.82K
$230K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.81KNew |
$98.1K - $243K
|
4.81K
$229K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.8K+ 107.4% |
$98K - $242K
|
9.27K
$442K
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
4.8KNew |
$98K - $242K
|
4.8K
$229K
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.78KNew |
$97.5K - $241K
|
4.78K
$228K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.7KNew |
$95.8K - $237K
|
4.7K
$224K
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.66KNew |
$95.1K - $235K
|
4.66K
$222K
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
4.65K+ 1.15% |
$94.9K - $235K
|
408K
$19.4M
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
4.63K+ 22.08% |
$94.5K - $234K
|
25.6K
$1.22M
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
4.62KNew |
$94.3K - $233K
|
4.62K
$220K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.59K+ 9.6% |
$93.7K - $232K
|
52.4K
$2.5M
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.46K+ 10.8% |
$91K - $225K
|
45.7K
$2.18M
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.41K+ 15.91% |
$90.1K - $223K
|
32.1K
$1.53M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
4.37K+ 1.48% |
$89.2K - $220K
|
300K
$14.3M
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
BUY
|
- |
4.35K+ 3.17% |
$88.8K - $220K
|
142K
$6.74M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
4.22K+ 14.3% |
$86.2K - $213K
|
33.7K
$1.61M
|
|
Oct 11, 2022
Q3 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.19K+ 32.28% |
$85.4K - $211K
|
17.2K
$817K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.12K+ 16.05% |
$84K - $208K
|
29.8K
$1.42M
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
4.1K+ 1.87% |
$83.6K - $207K
|
223K
$10.6M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.04K+ 50.73% |
$82.5K - $204K
|
12K
$572K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.04K+ 10.41% |
$82.4K - $204K
|
42.8K
$2.04M
|
|
Oct 18, 2022
Q3 2022
|
Coerente Capital Management
|
BUY
|
- |
4.02K+ 1.0% |
$82K - $203K
|
404K
$19.3M
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
3.97K+ 0.87% |
$81.1K - $201K
|
463K
$22.1M
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.95K+ 18.73% |
$80.6K - $199K
|
25K
$1.19M
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
3.94K+ 3.81% |
$80.5K - $199K
|
107K
$5.12M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.91K+ 4.25% |
$79.8K - $197K
|
96K
$4.58M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
3.87K+ 7.26% |
$78.9K - $195K
|
57.1K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.85K+ 6.33% |
$78.6K - $194K
|
64.8K
$3.09M
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
3.85K+ 34.22% |
$78.6K - $194K
|
15.1K
$719K
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
3.84K+ 13.03% |
$78.4K - $194K
|
33.3K
$1.59M
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
3.79K+ 29.18% |
$77.4K - $191K
|
16.8K
$800K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.73K+ 50.47% |
$76.1K - $188K
|
11.1K
$529K
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.7K+ 10.87% |
$75.5K - $187K
|
37.7K
$1.8M
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.66K+ 1.6% |
$74.7K - $185K
|
232K
$11.1M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.65K+ 6.27% |
$74.6K - $184K
|
61.9K
$2.95M
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
3.65KNew |
$74.6K - $184K
|
3.65K
$174K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
3.6KNew |
$73.5K - $182K
|
3.6K
$172K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.55K+ 1.19% |
$72.4K - $179K
|
302K
$14.4M
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
3.52K+ 35.3% |
$71.9K - $178K
|
13.5K
$643K
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.52K+ 32.5% |
$71.8K - $178K
|
14.3K
$684K
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.47K+ 1.53% |
$70.7K - $175K
|
230K
$11M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.41K+ 2.95% |
$69.6K - $172K
|
119K
$5.67M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.41K+ 25.2% |
$69.5K - $172K
|
16.9K
$806K
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.39K+ 1.33% |
$69.1K - $171K
|
258K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.38K+ 35.36% |
$68.9K - $170K
|
12.9K
$616K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.31K+ 12.4% |
$67.6K - $167K
|
30K
$1.43M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.31K+ 11.89% |
$67.5K - $167K
|
31.1K
$1.48M
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.3K+ 23.35% |
$67.3K - $166K
|
17.4K
$829K
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.28K+ 6.14% |
$66.8K - $165K
|
56.6K
$2.7M
|