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
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.1K- 3.14% |
$84.7K - $99K
|
64.6K
$3.05M
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.11K- 30.18% |
$85.1K - $99.5K
|
4.87K
$230K
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-2.12K- 2.56% |
$85.7K - $100K
|
80.9K
$3.81M
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.14K- 4.3% |
$86.5K - $101K
|
47.6K
$2.25M
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.14K- 19.77% |
$86.5K - $101K
|
8.68K
$409K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.15K- 13.5% |
$86.9K - $102K
|
13.8K
$650K
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.19K- 42.08% |
$88.4K - $103K
|
3.01K
$142K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-2.22K- 31.2% |
$89.7K - $105K
|
4.89K
$231K
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-2.22K- 0.91% |
$89.9K - $105K
|
242K
$11.4M
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.23K- 2.82% |
$90K - $105K
|
76.7K
$3.62M
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.23K- 2.82% |
$90K - $105K
|
76.7K
$3.62M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.23K- 2.01% |
$90.3K - $106K
|
109K
$5.14M
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-2.3K- 10.74% |
$93K - $109K
|
19.1K
$901K
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.3K- 0.97% |
$93K - $109K
|
236K
$11.1M
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.31K- 1.17% |
$93.2K - $109K
|
196K
$9.22M
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-2.31K- 2.19% |
$93.5K - $109K
|
103K
$4.87M
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.36K- 16.31% |
$95.5K - $112K
|
12.1K
$572K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2.39K- 4.18% |
$96.8K - $113K
|
54.9K
$2.59M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.4K- 5.61% |
$97K - $113K
|
40.4K
$1.9M
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.4K- 4.08% |
$97.2K - $114K
|
56.5K
$2.66M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.41K- 17.68% |
$97.3K - $114K
|
11.2K
$529K
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.41K- 1.31% |
$97.4K - $114K
|
181K
$8.56M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.41K- 5.14% |
$97.5K - $114K
|
44.5K
$2.1M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.44K- 1.28% |
$98.5K - $115K
|
188K
$8.88M
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.45K- 92.01% |
$99.1K - $116K
|
213
$10K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.48K- 9.66% |
$100K - $117K
|
23.2K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.5K- 7.35% |
$101K - $118K
|
31.5K
$1.49M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.53K- 15.4% |
$102K - $119K
|
13.9K
$654K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.58K- 12.2% |
$104K - $122K
|
18.6K
$876K
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-2.58K- 0.96% |
$104K - $122K
|
266K
$12.5M
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
SELL
|
- |
-2.69K- 6.94% |
$109K - $127K
|
36K
$1.7M
|
|
Jan 19, 2023
Q4 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-2.71K- 3.38% |
$109K - $128K
|
77.3K
$3.65M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.72K- 23.05% |
$110K - $128K
|
9.06K
$427K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.72K- 23.05% |
$110K - $128K
|
9.06K
$427K
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.72K- 2.66% |
$110K - $129K
|
99.7K
$4.7M
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.73K- 19.99% |
$110K - $129K
|
10.9K
$514K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.73K- 44.2% |
$110K - $129K
|
3.45K
$163K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.76K- 11.15% |
$112K - $130K
|
22K
$1.04M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.79K- 32.73% |
$113K - $132K
|
5.74K
$271K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.88K- 18.98% |
$116K - $136K
|
12.3K
$580K
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-2.93K- 1.08% |
$118K - $138K
|
267K
$12.6M
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-2.94K- 1.31% |
$119K - $139K
|
221K
$10.4M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.97K- 11.59% |
$120K - $140K
|
22.6K
$1.07M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.98K- 51.02% |
$121K - $141K
|
2.87K
$135K
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.12K- 25.58% |
$126K - $148K
|
9.08K
$428K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.14K- 51.31% |
$127K - $148K
|
2.98K
$141K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.15K- 9.13% |
$127K - $149K
|
31.3K
$1.48M
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.15K- 1.43% |
$127K - $149K
|
217K
$10.3M
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.16K- 0.41% |
$128K - $149K
|
769K
$36.3M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.16K- 34.2% |
$128K - $149K
|
6.08K
$287K
|