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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
81New |
$3.27K - $3.83K
|
81
$3.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
80+ 0.18% |
$3.23K - $3.78K
|
44.8K
$2.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
76+ 6.81% |
$3.07K - $3.59K
|
1.19K
$56.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
75+ 1.61% |
$3.03K - $3.54K
|
4.74K
$223K
|
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
70+ 0.17% |
$2.83K - $3.31K
|
42.2K
$1.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
69New |
$2.79K - $3.26K
|
69
$3.25K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
68+ 0.46% |
$2.75K - $3.21K
|
14.9K
$702K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
68+ 0.03% |
$2.75K - $3.21K
|
263K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
67+ 0.62% |
$2.71K - $3.17K
|
10.9K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
64+ 0.89% |
$2.59K - $3.02K
|
7.29K
$343K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
62+ 1.14% |
$2.51K - $2.93K
|
5.5K
$259K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
57+ 0.74% |
$2.3K - $2.69K
|
7.74K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56+ 0.31% |
$2.26K - $2.65K
|
18.1K
$852K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
52+ 1.11% |
$2.1K - $2.46K
|
4.73K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 19.62% |
$2.1K - $2.46K
|
317
$14.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
49+ 0.0% |
$1.98K - $2.32K
|
2.32M
$109M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
45+ 1.16% |
$1.82K - $2.13K
|
3.91K
$184K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
43New |
$1.74K - $2.03K
|
43
$2.03K
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
41+ 0.04% |
$1.66K - $1.94K
|
94.6K
$4.46M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
40New |
$1.62K - $1.89K
|
40
$1.89K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
40+ 0.69% |
$1.62K - $1.89K
|
5.82K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
36New |
$1.46K - $1.7K
|
36
$1.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
33+ 0.82% |
$1.33K - $1.56K
|
4.06K
$192K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33+ 3.5% |
$1.33K - $1.56K
|
977
$46.1K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
32+ 0.14% |
$1.29K - $1.51K
|
23.5K
$1.11M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
31New |
$1.25K - $1.47K
|
31
$1.46K
|
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
25+ 0.15% |
$1.01K - $1.18K
|
17.2K
$810K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 37.5% |
$970 - $1.13K
|
88
$4.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
22+ 0.33% |
$889 - $1.04K
|
6.69K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
21New |
$849 - $992
|
21
$990
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
20+ 47.62% |
$808 - $945
|
62
$2.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20+ 0.09% |
$808 - $945
|
23.2K
$1.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
19+ 0.17% |
$768 - $898
|
11.4K
$537K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
19+ 0.09% |
$768 - $898
|
20.2K
$953K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
19+ 0.62% |
$768 - $898
|
3.09K
$146K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
18+ 0.15% |
$728 - $851
|
12.2K
$577K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
16+ 0.14% |
$647 - $756
|
11.5K
$541K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 3.52% |
$647 - $756
|
471
$22.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 2.05% |
$606 - $709
|
745
$35.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13+ 0.14% |
$525 - $614
|
9.54K
$450K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12+ 1.57% |
$485 - $567
|
775
$36.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
12+ 0.17% |
$485 - $567
|
7.01K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12+ 0.02% |
$485 - $567
|
61K
$2.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
11+ 0.19% |
$445 - $520
|
5.66K
$267K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 0.24% |
$364 - $425
|
3.75K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9+ 0.03% |
$364 - $425
|
32.5K
$1.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 18.6% |
$323 - $378
|
51
$2.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$323 - $378
|
8
$377
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
6+ 0.05% |
$243 - $284
|
11.7K
$553K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
6+ 0.54% |
$243 - $284
|
1.11K
$52.2K
|