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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.7K+ 1.89% |
$230K - $269K
|
306K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.67K+ 67.46% |
$229K - $268K
|
14.1K
$656K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.63K+ 97.4% |
$227K - $266K
|
11.4K
$531K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
5.52KNew |
$223K - $261K
|
5.52K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
5.51KNew |
$223K - $260K
|
5.51K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.47K+ 29.95% |
$221K - $259K
|
23.7K
$1.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
5.45KNew |
$220K - $258K
|
5.45K
$254K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.45K+ 47.69% |
$220K - $257K
|
16.9K
$785K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.44K+ 13.54% |
$220K - $257K
|
45.6K
$2.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.42KNew |
$219K - $256K
|
5.42K
$252K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.41KNew |
$219K - $256K
|
5.41K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5.32KNew |
$215K - $251K
|
5.32K
$247K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
5.31KNew |
$215K - $251K
|
5.31K
$247K
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5.31KNew |
$215K - $251K
|
5.31K
$247K
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5.31KNew |
$215K - $251K
|
5.31K
$247K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
5.3K+ 5.46% |
$214K - $250K
|
102K
$4.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
5.2KNew |
$210K - $246K
|
5.2K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.2KNew |
$210K - $246K
|
5.2K
$242K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5.15KNew |
$208K - $244K
|
5.15K
$240K
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.14K+ 9.76% |
$208K - $243K
|
57.8K
$2.69M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.12K+ 31.03% |
$207K - $242K
|
21.6K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.12KNew |
$207K - $242K
|
5.12K
$238K
|
|
|
Jan 26, 2023
Q4 2022
|
Galibier Capital Management Ltd.
|
BUY
|
- |
5.1K+ 33.67% |
$206K - $241K
|
20.2K
$942K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.02KNew |
$203K - $237K
|
5.02K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.96KNew |
$201K - $235K
|
4.96K
$231K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.96K+ 71.58% |
$200K - $234K
|
11.9K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.96KNew |
$200K - $234K
|
4.96K
$231K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.91KNew |
$199K - $232K
|
4.91K
$229K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.88KNew |
$197K - $231K
|
4.88K
$227K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.87KNew |
$197K - $230K
|
4.87K
$227K
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
4.77K+ 9.61% |
$193K - $225K
|
54.4K
$2.53M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.74K+ 2.11% |
$192K - $224K
|
230K
$10.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
4.73KNew |
$191K - $223K
|
4.73K
$220K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.72KNew |
$191K - $223K
|
4.72K
$220K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.72KNew |
$191K - $223K
|
4.72K
$220K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
4.7K+ 50.27% |
$190K - $222K
|
14.1K
$654K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
4.63K+ 8.11% |
$187K - $219K
|
61.7K
$2.87M
|
|
|
Feb 16, 2023
Q4 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
4.6K+ 40.48% |
$186K - $217K
|
16K
$743K
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.58KNew |
$185K - $217K
|
4.58K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
4.55KNew |
$184K - $215K
|
4.55K
$212K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.49KNew |
$182K - $212K
|
4.49K
$209K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
4.46K+ 0.17% |
$180K - $211K
|
2.62M
$122M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.45K+ 1.3% |
$180K - $210K
|
348K
$16.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
4.37K+ 79.5% |
$177K - $207K
|
9.88K
$460K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.34K+ 5.36% |
$175K - $205K
|
85.2K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.29K+ 56.11% |
$173K - $203K
|
11.9K
$555K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.28K+ 21.3% |
$173K - $202K
|
24.4K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.21K+ 44.88% |
$170K - $199K
|
13.6K
$632K
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.19K+ 20.88% |
$169K - $198K
|
24.3K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4.15K+ 8.8% |
$168K - $196K
|
51.3K
$2.39M
|