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 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-194- 1.38% |
$7.84K - $9.17K
|
13.8K
$652K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-202- 5.61% |
$8.16K - $9.55K
|
3.4K
$160K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-202- 5.61% |
$8.16K - $9.55K
|
3.4K
$160K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-203- 3.14% |
$8.21K - $9.59K
|
6.26K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
SELL
|
- |
-204- 2.52% |
$8.25K - $9.64K
|
7.9K
$373K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-205- 0.34% |
$8.29K - $9.69K
|
59.3K
$2.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-210- 3.83% |
$8.49K - $9.92K
|
5.27K
$248K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-215- 4.47% |
$8.69K - $10.2K
|
4.59K
$216K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-215- 0.47% |
$8.69K - $10.2K
|
45.6K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-221- 0.41% |
$8.93K - $10.4K
|
53.4K
$2.52M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-227- 2.48% |
$9.18K - $10.7K
|
8.94K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-230- 0.37% |
$9.3K - $10.9K
|
62.3K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-240- 0.39% |
$9.7K - $11.3K
|
61.7K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-241- 2.87% |
$9.74K - $11.4K
|
8.15K
$384K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-247- 4.88% |
$9.98K - $11.7K
|
4.81K
$227K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-250- 0.94% |
$10.1K - $11.8K
|
26.4K
$1.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
SELL
|
- |
-257- 2.86% |
$10.4K - $12.1K
|
8.72K
$411K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-258- 3.22% |
$10.4K - $12.2K
|
7.75K
$365K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-258- 1.6% |
$10.4K - $12.2K
|
15.9K
$749K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-260- 0.85% |
$10.5K - $12.3K
|
30.2K
$1.43M
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-274- 0.12% |
$11.1K - $12.9K
|
223K
$10.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-274- 2.68% |
$11.1K - $12.9K
|
9.95K
$469K
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-275- 3.73% |
$11.1K - $13K
|
7.1K
$335K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-276- 0.67% |
$11.2K - $13K
|
40.9K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-277- 1.04% |
$11.2K - $13.1K
|
26.4K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-283- 17.72% |
$11.4K - $13.4K
|
1.31K
$62K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-292- 0.15% |
$11.8K - $13.8K
|
200K
$9.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-295- 0.36% |
$11.9K - $13.9K
|
82.3K
$3.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-299- 0.79% |
$12.1K - $14.1K
|
37.7K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-300- 4.08% |
$12.1K - $14.2K
|
7.05K
$332K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-301- 2.05% |
$12.2K - $14.2K
|
14.4K
$678K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-303- 3.02% |
$12.2K - $14.3K
|
9.74K
$459K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-305- 0.37% |
$12.3K - $14.4K
|
82.6K
$3.89M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-310- 7.91% |
$12.5K - $14.7K
|
3.61K
$170K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-317- 34.64% |
$12.8K - $15K
|
598
$28.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-318- 2.92% |
$12.9K - $15K
|
10.6K
$498K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-324- 4.41% |
$13.1K - $15.3K
|
7.02K
$331K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-327- 0.67% |
$13.2K - $15.5K
|
48.2K
$2.27M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-335- 1.52% |
$13.5K - $15.8K
|
21.7K
$1.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Kempner Capital Management Inc.
|
SELL
|
- |
-338- 0.48% |
$13.7K - $16K
|
70.8K
$3.34M
|
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-339- 1.29% |
$13.7K - $16K
|
26K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-341- 2.01% |
$13.8K - $16.1K
|
16.6K
$782K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-343- 5.23% |
$13.9K - $16.2K
|
6.22K
$293K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-344- 3.7% |
$13.9K - $16.3K
|
8.95K
$422K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-346- 17.28% |
$14K - $16.4K
|
1.66K
$78.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-346- 1.19% |
$14K - $16.4K
|
28.8K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-357- 3.56% |
$14.4K - $16.9K
|
9.66K
$456K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-359- 4.49% |
$14.5K - $17K
|
7.63K
$360K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-363- 0.96% |
$14.7K - $17.2K
|
37.3K
$1.76M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 6.81% |
$16.2K - $18.9K
|
5.47K
$258K
|