Purchases and Sales Made in Q4 2022 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
259+ 5.1% |
$10.5K - $12.2K
|
5.33K
$251K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
256New |
$10.3K - $12.1K
|
256
$12.1K
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
253New |
$10.2K - $12K
|
253
$11.9K
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
253+ 0.52% |
$10.2K - $12K
|
49K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
240+ 0.59% |
$9.7K - $11.3K
|
40.6K
$1.92M
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
238+ 1.16% |
$9.62K - $11.2K
|
20.8K
$982K
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
238+ 0.56% |
$9.62K - $11.2K
|
42.5K
$2M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
220New |
$8.89K - $10.4K
|
220
$10.4K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
213+ 1.77% |
$8.61K - $10.1K
|
12.2K
$576K
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
209+ 0.45% |
$8.45K - $9.88K
|
46.4K
$2.19M
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
208+ 74.29% |
$8.41K - $9.83K
|
488
$23K
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
206+ 0.76% |
$8.33K - $9.74K
|
27.3K
$1.29M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
203+ 2.29% |
$8.21K - $9.59K
|
9.08K
$428K
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
196+ 2.83% |
$7.92K - $9.26K
|
7.13K
$336K
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
195+ 0.98% |
$7.88K - $9.22K
|
20K
$944K
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
188+ 13.19% |
$7.6K - $8.88K
|
1.61K
$76.1K
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
175+ 1.5% |
$7.07K - $8.27K
|
11.8K
$557K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
175New |
$7.07K - $8.27K
|
175
$8.25K
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
173+ 15.73% |
$6.99K - $8.18K
|
1.27K
$60K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
167New |
$6.75K - $7.89K
|
167
$7.87K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
165+ 2.93% |
$6.67K - $7.8K
|
5.79K
$273K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
163+ 0.31% |
$6.59K - $7.7K
|
52.1K
$2.46M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
160+ 2.25% |
$6.47K - $7.56K
|
7.27K
$343K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
160New |
$6.47K - $7.56K
|
160
$7.54K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
155+ 0.12% |
$6.27K - $7.33K
|
135K
$6.34M
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
153+ 0.49% |
$6.18K - $7.23K
|
31.5K
$1.48M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
152+ 2.17% |
$6.14K - $7.18K
|
7.16K
$338K
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
150+ 1.75% |
$6.06K - $7.09K
|
8.73K
$412K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150+ 750.0% |
$6.06K - $7.09K
|
170
$8.02K
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
137+ 0.79% |
$5.54K - $6.47K
|
17.6K
$828K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
136+ 21.83% |
$5.5K - $6.43K
|
759
$35.8K
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
136+ 1.14% |
$5.5K - $6.43K
|
12.1K
$570K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
131+ 0.77% |
$5.3K - $6.19K
|
17.2K
$809K
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
130+ 1.05% |
$5.25K - $6.14K
|
12.5K
$590K
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
129New |
$5.21K - $6.1K
|
129
$6.08K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
128+ 0.43% |
$5.17K - $6.05K
|
29.9K
$1.41M
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
124+ 0.38% |
$5.01K - $5.86K
|
32.5K
$1.53M
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
123+ 2.31% |
$4.97K - $5.81K
|
5.45K
$257K
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100+ 1.06% |
$4.04K - $4.73K
|
9.53K
$449K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
100+ 0.32% |
$4.04K - $4.73K
|
31.5K
$1.48M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
94+ 0.76% |
$3.8K - $4.44K
|
12.5K
$591K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
89+ 74.79% |
$3.6K - $4.21K
|
208
$9.81K
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
89+ 0.42% |
$3.6K - $4.21K
|
21.1K
$993K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
88+ 6.04% |
$3.56K - $4.16K
|
1.55K
$72.9K
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
87+ 1.19% |
$3.52K - $4.11K
|
7.39K
$348K
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
85+ 1.31% |
$3.44K - $4.02K
|
6.57K
$310K
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
83+ 0.58% |
$3.35K - $3.92K
|
14.5K
$684K
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
83+ 0.41% |
$3.35K - $3.92K
|
20.1K
$949K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
81New |
$3.27K - $3.83K
|
81
$3.82K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
81New |
$3.27K - $3.83K
|
81
$3.82K
|