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 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 5.99% |
$517K - $604K
|
226K
$10.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
12.7K+ 21.95% |
$514K - $602K
|
70.7K
$3.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
12.7K+ 65.32% |
$513K - $600K
|
32.1K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.7K+ 25.58% |
$513K - $600K
|
62.3K
$2.9M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
12.6KNew |
$510K - $596K
|
12.6K
$587K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.6K+ 172.72% |
$509K - $595K
|
19.9K
$926K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
12.5KNew |
$505K - $591K
|
12.5K
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
12.1K+ 5.67% |
$491K - $574K
|
226K
$10.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
12.1K+ 53.58% |
$488K - $571K
|
34.6K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 8.64% |
$486K - $568K
|
151K
$7.04M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
12KNew |
$486K - $568K
|
12K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11.6KNew |
$471K - $550K
|
11.6K
$542K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11.6KNew |
$470K - $549K
|
11.6K
$541K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.6K+ 4.26% |
$468K - $548K
|
283K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11.5KNew |
$466K - $545K
|
11.5K
$537K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
11.4KNew |
$462K - $540K
|
11.4K
$532K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.4K+ 18.34% |
$460K - $538K
|
73.4K
$3.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
11.2K+ 640.61% |
$453K - $530K
|
13K
$604K
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
11.1K+ 308.72% |
$449K - $526K
|
14.7K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
10.6KNew |
$428K - $501K
|
10.6K
$493K
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
10.3K+ 8.96% |
$417K - $487K
|
125K
$5.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.3K+ 5.29% |
$416K - $486K
|
205K
$9.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$414K - $484K
|
10.2K
$477K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
10.2KNew |
$413K - $483K
|
10.2K
$476K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
10.2K+ 4.39% |
$413K - $483K
|
243K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10.1K+ 6.94% |
$408K - $477K
|
155K
$7.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
9.99K+ 32.05% |
$404K - $472K
|
41.2K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
9.92KNew |
$401K - $469K
|
9.92K
$462K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
9.88K+ 6.98% |
$399K - $467K
|
151K
$7.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.81K+ 27.0% |
$397K - $464K
|
46.2K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.68K+ 30.12% |
$391K - $458K
|
41.8K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.66K+ 61.06% |
$391K - $457K
|
25.5K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
9.6K+ 51.8% |
$388K - $454K
|
28.1K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.6KNew |
$388K - $454K
|
9.6K
$447K
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
9.51KNew |
$384K - $449K
|
9.51K
$443K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
9.48K+ 103.27% |
$383K - $448K
|
18.7K
$869K
|
|
|
Feb 09, 2023
Q4 2022
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
9.4KNew |
$380K - $444K
|
9.4K
$438K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.39K+ 3.98% |
$380K - $444K
|
246K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.39K+ 11.95% |
$379K - $444K
|
87.9K
$4.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
9.35KNew |
$378K - $442K
|
9.35K
$435K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
9.33KNew |
$377K - $441K
|
9.33K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.18K+ 19.58% |
$371K - $434K
|
56.1K
$2.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
9.1K+ 22.38% |
$368K - $430K
|
49.8K
$2.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
8.88K+ 8.26% |
$359K - $420K
|
116K
$5.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
8.82K+ 4.53% |
$356K - $417K
|
203K
$9.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
8.81KNew |
$356K - $416K
|
8.81K
$410K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
8.61K+ 0.82% |
$348K - $407K
|
1.05M
$49M
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.58KNew |
$347K - $405K
|
8.58K
$399K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
8.52K+ 5.32% |
$344K - $403K
|
169K
$7.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.51K+ 15.65% |
$344K - $402K
|
62.9K
$2.93M
|