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 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-735- 4.15% |
$29.7K - $34.7K
|
17K
$810K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-751- 98.95% |
$30.4K - $35.5K
|
8
$381
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-773- 7.45% |
$31.2K - $36.5K
|
9.6K
$458K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-791- 9.06% |
$32K - $37.4K
|
7.94K
$379K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-795- 1.64% |
$32.1K - $37.6K
|
47.6K
$2.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-796- 3.73% |
$32.2K - $37.6K
|
20.5K
$979K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-796- 4.09% |
$32.2K - $37.6K
|
18.6K
$889K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-799- 3.03% |
$32.3K - $37.8K
|
25.6K
$1.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-806- 9.98% |
$32.6K - $38.1K
|
7.27K
$347K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-807- 5.33% |
$32.6K - $38.1K
|
14.3K
$684K
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-826- 4.24% |
$33.4K - $39K
|
18.7K
$890K
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-828- 8.28% |
$33.5K - $39.1K
|
9.18K
$437K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-840- 80.15% |
$34K - $39.7K
|
208
$9.92K
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-851- 5.51% |
$34.4K - $40.2K
|
14.6K
$696K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-853- 69.01% |
$34.5K - $40.3K
|
383
$18.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-876- 4.11% |
$35.4K - $41.4K
|
20.4K
$974K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-881- 7.41% |
$35.6K - $41.6K
|
11K
$525K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-884- 3.9% |
$35.7K - $41.8K
|
21.8K
$1.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-896- 2.81% |
$36.2K - $42.3K
|
31K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-906- 12.21% |
$36.6K - $42.8K
|
6.52K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-922- 4.81% |
$37.3K - $43.6K
|
18.2K
$869K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-960- 4.52% |
$38.8K - $45.4K
|
20.3K
$968K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-963- 0.34% |
$38.9K - $45.5K
|
278K
$13.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-965- 0.86% |
$39K - $45.6K
|
112K
$5.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-984- 14.72% |
$39.8K - $46.5K
|
5.7K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-986- 4.64% |
$39.9K - $46.6K
|
20.2K
$965K
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-1K- 6.72% |
$40.4K - $47.3K
|
13.9K
$661K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1K- 33.59% |
$40.4K - $47.3K
|
1.98K
$94.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.01K- 6.42% |
$40.9K - $47.8K
|
14.8K
$703K
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-1.03K- 3.09% |
$41.6K - $48.6K
|
32.3K
$1.54M
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.05K- 1.43% |
$42.4K - $49.5K
|
72.3K
$3.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.06K- 2.89% |
$42.8K - $50.1K
|
35.6K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.06K- 28.8% |
$43K - $50.2K
|
2.63K
$125K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.08K- 3.6% |
$43.5K - $50.8K
|
28.8K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-1.09K- 56.12% |
$44.1K - $51.6K
|
854
$40.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.1K- 3.2% |
$44.5K - $52K
|
33.3K
$1.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.11K- 5.38% |
$44.7K - $52.3K
|
19.4K
$927K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.12K- 16.83% |
$45.1K - $52.8K
|
5.52K
$263K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.13K- 10.03% |
$45.8K - $53.5K
|
10.2K
$485K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-1.14K- 0.9% |
$45.9K - $53.6K
|
125K
$5.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.14K- 2.38% |
$46.1K - $53.9K
|
46.8K
$2.23M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.14K- 2.38% |
$46.1K - $53.9K
|
46.8K
$2.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.15K- 8.87% |
$46.3K - $54.2K
|
11.8K
$561K
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.15K- 1.9% |
$46.4K - $54.2K
|
59.2K
$2.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.15K- 8.39% |
$46.6K - $54.4K
|
12.6K
$599K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.16K- 10.84% |
$46.9K - $54.8K
|
9.54K
$455K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.16K- 12.65% |
$46.9K - $54.8K
|
8.01K
$382K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.18K- 3.2% |
$47.6K - $55.6K
|
35.6K
$1.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.2K- 13.01% |
$48.3K - $56.5K
|
7.99K
$381K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.21K- 14.82% |
$48.8K - $57.1K
|
6.95K
$331K
|