Purchases and Sales Made in Q4 2021 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.08K+ 24.27% |
$60.3K - $70.6K
|
5.55K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.06K+ 5.97% |
$58.8K - $68.8K
|
18.7K
$894K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$58.6K - $68.5K
|
1.05K
$50.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Empire Life Investments Inc.
|
BUY
|
- |
1.05K+ 0.42% |
$58.2K - $68.1K
|
249K
$11.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.03K+ 7.07% |
$57.2K - $67K
|
15.6K
$742K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.01KNew |
$56.1K - $65.7K
|
1.01K
$48.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
1.01K+ 4024.0% |
$56K - $65.5K
|
1.03K
$49.2K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 0.3% |
$55.7K - $65.1K
|
336K
$16M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
994+ 16.95% |
$55.3K - $64.7K
|
6.86K
$327K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
983+ 0.41% |
$54.7K - $64K
|
242K
$11.5M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
973+ 3.29% |
$54.2K - $63.4K
|
30.5K
$1.45M
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
959+ 14.57% |
$53.4K - $62.5K
|
7.54K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
954+ 5.43% |
$53.1K - $62.1K
|
18.5K
$884K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
945+ 7.9% |
$52.6K - $61.6K
|
12.9K
$615K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
945New |
$52.6K - $61.6K
|
945
$45.1K
|
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
930+ 4.49% |
$51.8K - $60.6K
|
21.6K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
930New |
$51.8K - $60.6K
|
930
$44.3K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
900New |
$50.1K - $58.6K
|
900
$42.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
889+ 3.42% |
$49.5K - $57.9K
|
26.9K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
887+ 16.95% |
$49.4K - $57.8K
|
6.12K
$292K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
852+ 2.13% |
$47.4K - $55.5K
|
40.8K
$1.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
830+ 23.03% |
$46.2K - $54.1K
|
4.43K
$211K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
822+ 0.96% |
$45.8K - $53.5K
|
86.1K
$4.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
821+ 0.72% |
$45.7K - $53.5K
|
115K
$5.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
821+ 2.36% |
$45.7K - $53.5K
|
35.6K
$1.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
819+ 13.44% |
$45.6K - $53.3K
|
6.92K
$330K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
816+ 1.26% |
$45.4K - $53.2K
|
65.7K
$3.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
815New |
$45.4K - $53.1K
|
815
$38.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
810+ 8.64% |
$45.1K - $52.8K
|
10.2K
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
800New |
$44.5K - $52.1K
|
800
$38.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
794+ 4.27% |
$44.2K - $51.7K
|
19.4K
$924K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
790New |
$44K - $51.5K
|
790
$37.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
775+ 8.86% |
$43.1K - $50.5K
|
9.53K
$454K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
762+ 5.03% |
$42.4K - $49.6K
|
15.9K
$759K
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
760+ 12.75% |
$42.3K - $49.5K
|
6.72K
$320K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
744+ 30.04% |
$41.4K - $48.5K
|
3.22K
$154K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
736+ 1.01% |
$41K - $47.9K
|
73.4K
$3.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
736+ 1.63% |
$41K - $47.9K
|
45.8K
$2.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
729+ 3.07% |
$40.6K - $47.5K
|
24.5K
$1.17M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
711+ 1.68% |
$39.6K - $46.3K
|
43.1K
$2.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
702+ 10.7% |
$39.1K - $45.7K
|
7.27K
$346K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
699New |
$38.9K - $45.5K
|
699
$33.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
699+ 14.85% |
$38.9K - $45.5K
|
5.41K
$258K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
692+ 0.12% |
$38.5K - $45.1K
|
562K
$26.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
690+ 1.14% |
$38.4K - $44.9K
|
61.2K
$2.92M
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
682+ 2.74% |
$38K - $44.4K
|
25.5K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
668+ 10.75% |
$37.2K - $43.5K
|
6.88K
$328K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
667+ 0.44% |
$37.1K - $43.4K
|
153K
$7.3M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
667+ 10.57% |
$37.1K - $43.4K
|
6.98K
$333K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
660New |
$36.7K - $43K
|
660
$31.5K
|