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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-86- 1.67% |
$3.48K - $4.06K
|
5.06K
$241K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-89- 3.41% |
$3.6K - $4.21K
|
2.52K
$120K
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-89- 0.25% |
$3.6K - $4.21K
|
35K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-92- 0.17% |
$3.72K - $4.35K
|
54.1K
$2.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-93- 1.76% |
$3.76K - $4.4K
|
5.21K
$248K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-93- 26.12% |
$3.76K - $4.4K
|
263
$12.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-93- 1.48% |
$3.76K - $4.4K
|
6.21K
$296K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-94- 0.67% |
$3.8K - $4.44K
|
13.8K
$660K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-95- 0.49% |
$3.84K - $4.49K
|
19.2K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-96- 0.48% |
$3.88K - $4.54K
|
20K
$953K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-98- 0.77% |
$3.96K - $4.63K
|
12.7K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-100- 0.55% |
$4.04K - $4.73K
|
18.2K
$869K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 1.65% |
$4.04K - $4.73K
|
5.95K
$284K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-110- 0.31% |
$4.45K - $5.2K
|
35.7K
$1.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-111- 2.59% |
$4.49K - $5.25K
|
4.17K
$199K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-114- 1.79% |
$4.61K - $5.39K
|
6.25K
$298K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-115- 1.27% |
$4.65K - $5.43K
|
8.94K
$426K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-115- 0.25% |
$4.65K - $5.43K
|
45.5K
$2.17M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-117- 1.4% |
$4.73K - $5.53K
|
8.24K
$393K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-121- 28.81% |
$4.89K - $5.72K
|
299
$14.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-123- 0.28% |
$4.97K - $5.81K
|
43.2K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-123- 1.16% |
$4.97K - $5.81K
|
10.5K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-125- 1.06% |
$5.05K - $5.91K
|
11.6K
$554K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-126- 0.75% |
$5.09K - $5.95K
|
16.7K
$796K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-132- 1.35% |
$5.34K - $6.24K
|
9.62K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-138- 0.59% |
$5.58K - $6.52K
|
23.3K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-141- 7.1% |
$5.7K - $6.66K
|
1.85K
$88K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-143- 4.83% |
$5.78K - $6.76K
|
2.82K
$134K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-145- 0.07% |
$5.86K - $6.85K
|
208K
$9.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-145- 0.66% |
$5.86K - $6.85K
|
22K
$1.05M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-146- 2.8% |
$5.9K - $6.9K
|
5.07K
$242K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-147- 21.88% |
$5.94K - $6.95K
|
525
$25K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-147- 0.09% |
$5.94K - $6.95K
|
156K
$7.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-150- 0.02% |
$6.06K - $7.09K
|
728K
$34.7M
|
|
|
Feb 13, 2024
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-150- 0.02% |
$6.06K - $7.09K
|
728K
$34.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-151- 66.52% |
$6.1K - $7.14K
|
76
$3.62K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-152- 87.36% |
$6.14K - $7.18K
|
22
$1.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-152- 1.46% |
$6.14K - $7.18K
|
10.3K
$490K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-155- 0.34% |
$6.27K - $7.33K
|
46K
$2.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-160- 5.64% |
$6.47K - $7.56K
|
2.68K
$128K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-162- 1.21% |
$6.55K - $7.66K
|
13.3K
$633K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-166- 5.11% |
$6.71K - $7.85K
|
3.08K
$147K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-166- 4.18% |
$6.71K - $7.85K
|
3.8K
$181K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-168- 0.37% |
$6.79K - $7.94K
|
45.3K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-170- 56.67% |
$6.87K - $8.03K
|
130
$6.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-174- 2.19% |
$7.03K - $8.22K
|
7.78K
$371K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-180- 32.14% |
$7.28K - $8.51K
|
380
$18.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-181- 1.55% |
$7.32K - $8.55K
|
11.5K
$549K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-185- 10.63% |
$7.48K - $8.74K
|
1.56K
$74.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Lewis Capital Management, LLC
|
SELL
|
- |
-188- 0.41% |
$7.6K - $8.88K
|
46.2K
$2.2M
|