Purchases and Sales Made in Q3 2022 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
274+ 1.18% |
$5.59K - $13.8K
|
23.4K
$1.12M
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
273+ 9.06% |
$5.57K - $13.8K
|
3.29K
$157K
|
|
Nov 09, 2022
Q3 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
271+ 0.1% |
$5.53K - $13.7K
|
279K
$13.3M
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
265+ 14.17% |
$5.41K - $13.4K
|
2.14K
$102K
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
260+ 0.65% |
$5.31K - $13.1K
|
40.1K
$1.91M
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
258+ 2.59% |
$5.27K - $13K
|
10.2K
$488K
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
250+ 3.2% |
$5.1K - $12.6K
|
8.07K
$385K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
249+ 100.0% |
$5.08K - $12.6K
|
498
$23.7K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
241+ 8.02% |
$4.92K - $12.2K
|
3.25K
$155K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
241+ 463.46% |
$4.92K - $12.2K
|
293
$14K
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
232+ 0.79% |
$4.74K - $11.7K
|
29.6K
$1.41M
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
221+ 0.73% |
$4.51K - $11.2K
|
30.5K
$1.45M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
221+ 0.13% |
$4.51K - $11.2K
|
164K
$7.82M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
218+ 0.83% |
$4.45K - $11K
|
26.6K
$1.27M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
215+ 7.78% |
$4.39K - $10.9K
|
2.98K
$142K
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
210+ 3.47% |
$4.29K - $10.6K
|
6.26K
$299K
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
208+ 0.75% |
$4.25K - $10.5K
|
28K
$1.33M
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
202+ 8.38% |
$4.12K - $10.2K
|
2.61K
$125K
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
201New |
$4.1K - $10.1K
|
201
$9.58K
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
201+ 0.15% |
$4.1K - $10.1K
|
135K
$6.44M
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
200New |
$4.08K - $10.1K
|
200
$9.54K
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
200+ 3.58% |
$4.08K - $10.1K
|
5.78K
$276K
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
195+ 2.89% |
$3.98K - $9.84K
|
6.93K
$330K
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
193+ 0.45% |
$3.94K - $9.74K
|
43.3K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
190+ 2.93% |
$3.88K - $9.59K
|
6.67K
$318K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
188+ 8.35% |
$3.84K - $9.49K
|
2.44K
$116K
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
181+ 2.16% |
$3.69K - $9.14K
|
8.58K
$409K
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
180+ 2.13% |
$3.67K - $9.08K
|
8.64K
$412K
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
173+ 4.92% |
$3.53K - $8.73K
|
3.69K
$176K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
169+ 1.71% |
$3.45K - $8.53K
|
10K
$479K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
162+ 103.85% |
$3.31K - $8.18K
|
318
$15.2K
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
159+ 2.32% |
$3.25K - $8.02K
|
7K
$334K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
157+ 0.08% |
$3.2K - $7.92K
|
194K
$9.25M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
151+ 198.68% |
$3.08K - $7.62K
|
227
$10.8K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
149+ 1.36% |
$3.04K - $7.52K
|
11.1K
$531K
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
149+ 1.22% |
$3.04K - $7.52K
|
12.4K
$591K
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
148+ 0.14% |
$3.02K - $7.47K
|
108K
$5.15M
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
145+ 22.83% |
$2.96K - $7.32K
|
780
$37.2K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
143+ 2.31% |
$2.92K - $7.22K
|
6.32K
$301K
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
142+ 1.38% |
$2.9K - $7.17K
|
10.4K
$497K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
141+ 7.64% |
$2.88K - $7.12K
|
1.99K
$94.7K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
141+ 9.86% |
$2.88K - $7.12K
|
1.57K
$74.9K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
140+ 0.37% |
$2.86K - $7.07K
|
38.1K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
140New |
$2.86K - $7.07K
|
140
$6.68K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
134+ 1.48% |
$2.73K - $6.76K
|
9.17K
$437K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
131+ 13100.0% |
$2.67K - $6.61K
|
132
$6.29K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
129New |
$2.63K - $6.51K
|
129
$6.15K
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
129+ 1.09% |
$2.63K - $6.51K
|
12K
$570K
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
128+ 0.25% |
$2.61K - $6.46K
|
51.9K
$2.48M
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
125+ 2.57% |
$2.55K - $6.31K
|
4.99K
$238K
|