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 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-5.89K- 48.62% |
$238K - $278K
|
6.22K
$297K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-5.92K- 16.94% |
$239K - $280K
|
29K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.1K- 6.34% |
$247K - $288K
|
90.2K
$4.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.1K- 14.0% |
$247K - $288K
|
37.5K
$1.79M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-6.25K- 10.36% |
$253K - $295K
|
54.1K
$2.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.29K- 44.07% |
$254K - $297K
|
7.98K
$380K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-6.31K- 15.35% |
$255K - $298K
|
34.8K
$1.66M
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-6.39K- 1.31% |
$258K - $302K
|
480K
$22.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-6.43K- 2.76% |
$260K - $304K
|
226K
$10.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.43K- 45.74% |
$260K - $304K
|
7.62K
$363K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.61K- 9.97% |
$267K - $312K
|
59.7K
$2.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-6.86K- 32.25% |
$277K - $324K
|
14.4K
$687K
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-6.91K- 6.69% |
$279K - $327K
|
96.4K
$4.59M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.98K- 13.08% |
$282K - $330K
|
46.4K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.03K- 16.52% |
$284K - $332K
|
35.5K
$1.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.04K- 53.57% |
$284K - $333K
|
6.1K
$291K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.06K- 1.78% |
$285K - $334K
|
389K
$18.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-7.26K- 9.37% |
$293K - $343K
|
70.2K
$3.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-7.43K- 18.05% |
$300K - $351K
|
33.7K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-7.44K- 25.1% |
$301K - $352K
|
22.2K
$1.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
SELL
|
- |
-7.62K- 15.76% |
$308K - $360K
|
40.7K
$1.94M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.68K- 25.19% |
$310K - $363K
|
22.8K
$1.09M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-7.68K- 15.59% |
$310K - $363K
|
41.6K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-7.76K- 85.26% |
$314K - $367K
|
1.34K
$64K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-7.84K- 5.04% |
$317K - $370K
|
148K
$7.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.01K- 2.64% |
$324K - $379K
|
296K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-8.1K- 13.3% |
$327K - $383K
|
52.8K
$2.52M
|
|
|
Feb 01, 2023
Q4 2022
|
River Road Asset Management, LLC
|
SELL
|
- |
-8.2K- 1.61% |
$331K - $387K
|
500K
$23.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.24K- 33.08% |
$333K - $390K
|
16.7K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.61K- 11.35% |
$348K - $407K
|
67.3K
$3.21M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8.62K- 17.9% |
$348K - $407K
|
39.5K
$1.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8.75K- 16.94% |
$354K - $413K
|
42.9K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.83K- 6.22% |
$357K - $417K
|
133K
$6.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-9.37K- 14.47% |
$379K - $443K
|
55.4K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-9.5K- 19.55% |
$384K - $449K
|
39.1K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-9.51K- 4.39% |
$384K - $449K
|
207K
$9.88M
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-9.6K- 18.95% |
$388K - $453K
|
41K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.62K- 6.37% |
$389K - $455K
|
141K
$6.74M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-9.66K- 11.64% |
$391K - $457K
|
73.4K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-9.8K- 17.86% |
$396K - $463K
|
45K
$2.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-10.1K- 9.7% |
$408K - $477K
|
94K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-10.6K- 5.09% |
$429K - $501K
|
198K
$9.43M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-11.1K- 7.57% |
$450K - $527K
|
136K
$6.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-11.3K- 57.4% |
$458K - $536K
|
8.42K
$401K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-11.4K- 19.17% |
$461K - $539K
|
48.1K
$2.29M
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-11.5K- 20.2% |
$467K - $546K
|
45.6K
$2.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-11.6K- 45.37% |
$469K - $549K
|
14K
$666K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.8K- 6.01% |
$475K - $555K
|
184K
$8.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-11.9K- 29.68% |
$481K - $563K
|
28.2K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.9K- 1.77% |
$482K - $563K
|
662K
$31.6M
|