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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
372New |
$20.7K - $24.2K
|
372
$17.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
368+ 8.56% |
$20.5K - $24K
|
4.67K
$217K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
362+ 1.17% |
$20.2K - $23.6K
|
31.4K
$1.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
360+ 0.6% |
$20K - $23.5K
|
60.8K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
360+ 0.94% |
$20K - $23.5K
|
38.7K
$1.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
357New |
$19.9K - $23.3K
|
357
$16.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
356+ 456.41% |
$19.8K - $23.2K
|
434
$20.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
355+ 1.96% |
$19.8K - $23.1K
|
18.5K
$860K
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
355+ 1.81% |
$19.8K - $23.1K
|
20K
$928K
|
|
|
Feb 07, 2022
Q4 2021
|
Silvant Capital Management LLC
|
BUY
|
- |
354+ 0.99% |
$19.7K - $23.1K
|
36.2K
$1.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
353+ 0.56% |
$19.7K - $23K
|
63.9K
$2.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
352+ 5.48% |
$19.6K - $22.9K
|
6.77K
$315K
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
346+ 0.99% |
$19.3K - $22.5K
|
35.3K
$1.64M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
345New |
$19.2K - $22.5K
|
345
$16K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
339New |
$18.9K - $22.1K
|
339
$15.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
338+ 0.86% |
$18.8K - $22K
|
39.5K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
333+ 3.03% |
$18.5K - $21.7K
|
11.3K
$525K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
332+ 0.83% |
$18.5K - $21.6K
|
40.2K
$1.87M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
330+ 1.77% |
$18.4K - $21.5K
|
19K
$881K
|
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
325+ 9.16% |
$18.1K - $21.2K
|
3.87K
$180K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
320+ 2.52% |
$17.8K - $20.8K
|
13K
$605K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
314+ 2.27% |
$17.5K - $20.5K
|
14.1K
$657K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
310+ 2.98% |
$17.3K - $20.2K
|
10.7K
$498K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
308+ 8.89% |
$17.1K - $20.1K
|
3.77K
$175K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
300+ 2.28% |
$16.7K - $19.5K
|
13.5K
$625K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
300+ 2.03% |
$16.7K - $19.5K
|
15.1K
$702K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
280+ 14.53% |
$15.6K - $18.2K
|
2.21K
$103K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
280+ 3.72% |
$15.6K - $18.2K
|
7.81K
$363K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
279+ 1.44% |
$15.5K - $18.2K
|
19.7K
$913K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
279New |
$15.5K - $18.2K
|
279
$13K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
275+ 0.16% |
$15.3K - $17.9K
|
168K
$7.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
274+ 2.36% |
$15.3K - $17.8K
|
11.9K
$552K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
272+ 0.98% |
$15.1K - $17.7K
|
28.1K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
270+ 108.87% |
$15K - $17.6K
|
518
$24.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
255+ 5.45% |
$14.2K - $16.6K
|
4.94K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
253New |
$14.1K - $16.5K
|
253
$11.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
247New |
$13.8K - $16.1K
|
247
$11.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
244+ 6.34% |
$13.6K - $15.9K
|
4.09K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
239+ 5.32% |
$13.3K - $15.6K
|
4.73K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
238New |
$13.2K - $15.5K
|
238
$11.1K
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
232+ 9.9% |
$12.9K - $15.1K
|
2.58K
$120K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
228+ 1.26% |
$12.7K - $14.9K
|
18.3K
$848K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
225+ 357.14% |
$12.5K - $14.7K
|
288
$13.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
221+ 3.86% |
$12.3K - $14.4K
|
5.95K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
219+ 3.8% |
$12.2K - $14.3K
|
5.98K
$278K
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
218+ 21.58% |
$12.1K - $14.2K
|
1.23K
$57.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
212+ 0.34% |
$11.8K - $13.8K
|
63.4K
$2.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
212+ 1.17% |
$11.8K - $13.8K
|
18.3K
$850K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
210+ 3.23% |
$11.7K - $13.7K
|
6.71K
$312K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
206+ 1.7% |
$11.5K - $13.4K
|
12.3K
$573K
|