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 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
21.5K+ 4.81% |
$868K - $1.01M
|
468K
$21.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
21.4K+ 39.87% |
$866K - $1.01M
|
75.1K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21.3KNew |
$859K - $1M
|
21.3K
$989K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.1K+ 54.73% |
$854K - $999K
|
59.8K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
20.8KNew |
$839K - $981K
|
20.8K
$966K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
20.7K+ 227.03% |
$838K - $980K
|
29.9K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
20.5K+ 3.46% |
$830K - $971K
|
614K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
20.3K+ 7.15% |
$822K - $961K
|
305K
$14.2M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
20.2KNew |
$816K - $954K
|
20.2K
$939K
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
20KNew |
$809K - $946K
|
20K
$932K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
19.7K+ 115.12% |
$795K - $930K
|
36.8K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
18.9KNew |
$765K - $894K
|
18.9K
$881K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
18.9KNew |
$765K - $894K
|
18.9K
$881K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
18.9K+ 197.54% |
$765K - $894K
|
28.5K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
18.6KNew |
$751K - $878K
|
18.6K
$865K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.5KNew |
$747K - $874K
|
18.5K
$860K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
18.2KNew |
$737K - $862K
|
18.2K
$849K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
18.2K+ 13.91% |
$735K - $859K
|
149K
$6.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.8K+ 11.56% |
$720K - $842K
|
172K
$8M
|
|
|
Feb 09, 2023
Q4 2022
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
17.5KNew |
$707K - $827K
|
17.5K
$815K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
17.4K+ 29.31% |
$703K - $822K
|
76.7K
$3.57M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 10.37% |
$702K - $821K
|
185K
$8.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
17.1KNew |
$690K - $807K
|
17.1K
$795K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
17K+ 10.05% |
$689K - $805K
|
187K
$8.68M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
16.7KNew |
$676K - $790K
|
16.7K
$778K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
16.7KNew |
$676K - $790K
|
16.7K
$778K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$671K - $785K
|
16.6K
$773K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
16.6K+ 86.01% |
$671K - $785K
|
35.9K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
16.2K+ 66.94% |
$656K - $767K
|
40.5K
$1.88M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
16.1K+ 16.11% |
$652K - $762K
|
116K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
16KNew |
$647K - $756K
|
16K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.6KNew |
$631K - $738K
|
15.6K
$727K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
15.4K+ 11.59% |
$624K - $730K
|
149K
$6.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
15.4K+ 2.33% |
$621K - $726K
|
676K
$31.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
15.3KNew |
$617K - $722K
|
15.3K
$711K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14.9K+ 175.94% |
$603K - $705K
|
23.4K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
14.8K+ 58.42% |
$598K - $699K
|
40.1K
$1.87M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
BUY
|
- |
14.8K+ 55.67% |
$596K - $697K
|
41.2K
$1.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.5K+ 69.29% |
$585K - $684K
|
35.4K
$1.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
14.3K+ 5.44% |
$579K - $677K
|
278K
$12.9M
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
14.2K+ 49.57% |
$573K - $669K
|
42.7K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
14.2KNew |
$572K - $669K
|
14.2K
$659K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
14KNew |
$567K - $663K
|
14K
$653K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
13.7K+ 6.26% |
$555K - $648K
|
233K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.6K+ 3.8% |
$549K - $642K
|
371K
$17.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
13.6KNew |
$548K - $641K
|
13.6K
$632K
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
13.3K+ 2.01% |
$539K - $630K
|
676K
$31.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
13.2KNew |
$535K - $625K
|
13.2K
$616K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12.9K+ 87.28% |
$521K - $609K
|
27.6K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
12.9K+ 0.43% |
$521K - $609K
|
3.01M
$140M
|