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 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.18K- 27.87% |
$128K - $150K
|
8.22K
$392K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.26K- 5.86% |
$132K - $154K
|
52.4K
$2.5M
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-3.32K- 1.68% |
$134K - $157K
|
195K
$9.28M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.38K- 19.27% |
$137K - $160K
|
14.2K
$676K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.41K- 2.87% |
$138K - $161K
|
116K
$5.52M
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.54K- 5.46% |
$143K - $167K
|
61.3K
$2.92M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.54K- 36.06% |
$143K - $167K
|
6.28K
$299K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-3.61K- 3.03% |
$146K - $171K
|
115K
$5.5M
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.66K- 0.48% |
$148K - $173K
|
762K
$36.3M
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-3.72K- 3.93% |
$150K - $176K
|
90.9K
$4.33M
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-3.75K- 37.63% |
$152K - $177K
|
6.22K
$296K
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-3.79K- 39.74% |
$153K - $179K
|
5.74K
$274K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.82K- 4.29% |
$154K - $180K
|
85.1K
$4.06M
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
SELL
|
- |
-3.82K- 6.71% |
$155K - $181K
|
53.2K
$2.53M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-3.85K- 4.66% |
$155K - $182K
|
78.7K
$3.75M
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.89K- 23.47% |
$157K - $184K
|
12.7K
$604K
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
SELL
|
- |
-3.9K- 0.48% |
$157K - $184K
|
803K
$38.3M
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.94K- 3.81% |
$159K - $186K
|
99.5K
$4.74M
|
|
Feb 14, 2023
Q4 2022
|
Fourthstone LLC
St Louis, MO |
SELL
|
- |
-4K- 16.6% |
$162K - $189K
|
20.1K
$958K
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.06K- 7.99% |
$164K - $192K
|
46.7K
$2.23M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.07K- 10.8% |
$164K - $192K
|
33.6K
$1.6M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.09K- 9.68% |
$165K - $193K
|
38.1K
$1.82M
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-4.1K- 30.36% |
$166K - $194K
|
9.4K
$448K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.13K- 12.85% |
$167K - $195K
|
28K
$1.33M
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-4.2K- 47.11% |
$170K - $198K
|
4.71K
$225K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.25K- 3.03% |
$172K - $201K
|
136K
$6.48M
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-4.28K- 14.82% |
$173K - $202K
|
24.6K
$1.17M
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-4.33K- 31.49% |
$175K - $205K
|
9.43K
$450K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.53K- 1.53% |
$183K - $214K
|
292K
$13.9M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.58K- 21.54% |
$185K - $216K
|
16.7K
$795K
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.62KClosed |
$187K - $219K
|
0
$0
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-4.66K- 7.05% |
$188K - $220K
|
61.4K
$2.93M
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.67K- 82.95% |
$189K - $221K
|
960
$45.8K
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.68K- 33.81% |
$189K - $221K
|
9.16K
$437K
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.7K- 6.9% |
$190K - $222K
|
63.4K
$3.02M
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-4.8K- 0.32% |
$194K - $227K
|
1.47M
$70.2M
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-4.91K- 13.5% |
$198K - $232K
|
31.4K
$1.5M
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-4.94K- 18.19% |
$200K - $233K
|
22.2K
$1.06M
|
|
Jan 12, 2023
Q4 2022
|
Coerente Capital Management
|
SELL
|
- |
-5.02K- 1.24% |
$203K - $237K
|
399K
$19M
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-5.16K- 1.53% |
$209K - $244K
|
332K
$15.8M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.35K- 10.78% |
$216K - $253K
|
44.3K
$2.11M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-5.43K- 10.51% |
$220K - $257K
|
46.3K
$2.21M
|
|
Jan 17, 2023
Q4 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-5.55K- 12.97% |
$224K - $262K
|
37.2K
$1.78M
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.58K- 1.58% |
$226K - $264K
|
347K
$16.5M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.58K- 15.19% |
$226K - $264K
|
31.2K
$1.49M
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.58K- 1.58% |
$226K - $264K
|
347K
$16.5M
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.58K- 1.58% |
$226K - $264K
|
347K
$16.5M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-5.63K- 1.88% |
$228K - $266K
|
294K
$14M
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-5.72K- 9.27% |
$231K - $270K
|
56K
$2.67M
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-5.79K- 54.99% |
$234K - $273K
|
4.74K
$226K
|