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 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.21K- 5.84% |
$48.8K - $57.1K
|
19.5K
$919K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.22K- 2.82% |
$49.4K - $57.8K
|
42.1K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.23K- 0.1% |
$49.9K - $58.3K
|
1.26M
$59.6M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.24K- 3.53% |
$50K - $58.4K
|
33.8K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.24K- 4.52% |
$50K - $58.5K
|
26.1K
$1.23M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.27K- 10.12% |
$51.1K - $59.8K
|
11.2K
$530K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-1.28K- 4.27% |
$51.7K - $60.5K
|
28.7K
$1.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.3K- 1.81% |
$52.5K - $61.4K
|
70.3K
$3.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.31K- 2.37% |
$52.8K - $61.7K
|
53.9K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.33K- 2.7% |
$53.6K - $62.6K
|
47.7K
$2.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.33K- 0.9% |
$53.8K - $63K
|
147K
$6.94M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.36K- 21.78% |
$55K - $64.3K
|
4.89K
$230K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-1.37K- 13.32% |
$55.3K - $64.7K
|
8.91K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.38K- 2.63% |
$55.6K - $65K
|
51K
$2.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.43K- 0.63% |
$57.6K - $67.3K
|
225K
$10.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.46K- 9.55% |
$58.8K - $68.8K
|
13.8K
$650K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.5K- 4.1% |
$60.6K - $70.9K
|
35.1K
$1.65M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.53K- 21.4% |
$61.6K - $72.1K
|
5.6K
$264K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-1.54K- 5.1% |
$62.3K - $72.8K
|
28.7K
$1.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.57K- 16.8% |
$63.3K - $74K
|
7.75K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.59K- 2.8% |
$64.1K - $75K
|
55K
$2.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.62K- 9.41% |
$65.6K - $76.7K
|
15.6K
$737K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.63K- 33.48% |
$65.8K - $76.9K
|
3.24K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.64K- 21.07% |
$66.2K - $77.5K
|
6.14K
$289K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.66K- 20.91% |
$67.1K - $78.5K
|
6.28K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.67K- 1.65% |
$67.7K - $79.1K
|
99.6K
$4.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-1.69K- 8.9% |
$68.2K - $79.7K
|
17.3K
$814K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.73K- 14.77% |
$69.8K - $81.6K
|
9.96K
$470K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 11.83% |
$69.8K - $81.6K
|
12.9K
$606K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.74K- 0.19% |
$70.2K - $82.1K
|
927K
$43.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.74K- 17.37% |
$70.5K - $82.4K
|
8.3K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.75K- 17.08% |
$70.5K - $82.5K
|
8.47K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.78K- 17.4% |
$71.9K - $84.1K
|
8.45K
$398K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.8K- 8.23% |
$72.8K - $85.2K
|
20.1K
$948K
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.81K- 4.05% |
$73.2K - $85.5K
|
42.9K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.82K- 4.12% |
$73.6K - $86.1K
|
42.4K
$2M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.83K- 0.42% |
$74K - $86.5K
|
438K
$20.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-1.83K- 1.53% |
$74K - $86.5K
|
118K
$5.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.83K- 0.45% |
$74K - $86.6K
|
403K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.9K- 1.51% |
$76.8K - $89.7K
|
124K
$5.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 15.19% |
$78.5K - $91.7K
|
10.8K
$511K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-1.96K- 8.62% |
$79.3K - $92.7K
|
20.8K
$980K
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2K- 3.38% |
$80.8K - $94.5K
|
57.1K
$2.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.02K- 2.76% |
$81.5K - $95.3K
|
70.9K
$3.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.02K- 2.74% |
$81.8K - $95.6K
|
71.8K
$3.38M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.03K- 8.46% |
$81.9K - $95.7K
|
21.9K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 6.66% |
$82.2K - $96.1K
|
28.5K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.03K- 1.42% |
$82.2K - $96.1K
|
141K
$6.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.05K- 1.23% |
$83K - $97K
|
165K
$7.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.05K- 6.42% |
$83K - $97.1K
|
29.9K
$1.41M
|