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 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
205+ 0.88% |
$11.4K - $13.4K
|
23.5K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
203New |
$11.3K - $13.2K
|
203
$9.57K
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
200+ 100.0% |
$11.1K - $13K
|
400
$18.9K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
200+ 100.0% |
$11.1K - $13K
|
400
$18.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
195+ 2.69% |
$10.9K - $12.7K
|
7.45K
$351K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
195+ 5.45% |
$10.9K - $12.7K
|
3.77K
$178K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
195+ 5.45% |
$10.9K - $12.7K
|
3.77K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
190+ 11.47% |
$10.6K - $12.4K
|
1.85K
$87.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
180New |
$10K - $11.7K
|
180
$8.49K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
178+ 0.55% |
$9.91K - $11.6K
|
32.5K
$1.53M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
173+ 0.39% |
$9.63K - $11.3K
|
44.7K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
164+ 0.77% |
$9.13K - $10.7K
|
21.6K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
163+ 2.12% |
$9.07K - $10.6K
|
7.84K
$370K
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
163+ 0.4% |
$9.07K - $10.6K
|
40.8K
$1.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
163+ 0.53% |
$9.07K - $10.6K
|
31K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
158+ 1.6% |
$8.8K - $10.3K
|
10K
$472K
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
153+ 1.92% |
$8.52K - $9.97K
|
8.12K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
153+ 6.44% |
$8.52K - $9.97K
|
2.53K
$119K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
151New |
$8.41K - $9.84K
|
151
$7.12K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
150+ 2.19% |
$8.35K - $9.77K
|
6.99K
$329K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
145+ 1.19% |
$8.07K - $9.45K
|
12.4K
$584K
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
137+ 1.51% |
$7.63K - $8.92K
|
9.21K
$434K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
136New |
$7.57K - $8.86K
|
136
$6.41K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
124+ 3.47% |
$6.9K - $8.08K
|
3.7K
$174K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
121+ 0.24% |
$6.74K - $7.88K
|
51.3K
$2.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
121+ 2.32% |
$6.74K - $7.88K
|
5.33K
$251K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
120+ 1.14% |
$6.68K - $7.82K
|
10.6K
$500K
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
119+ 2.19% |
$6.62K - $7.75K
|
5.54K
$261K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
118+ 1.18% |
$6.57K - $7.69K
|
10.1K
$477K
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
115+ 0.02% |
$6.4K - $7.49K
|
745K
$35.1M
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
114+ 10.52% |
$6.35K - $7.43K
|
1.2K
$56.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
112+ 3.24% |
$6.24K - $7.3K
|
3.57K
$168K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
110+ 0.28% |
$6.12K - $7.17K
|
39.3K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
104+ 2.18% |
$5.79K - $6.77K
|
4.87K
$230K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
102+ 1.06% |
$5.68K - $6.64K
|
9.68K
$457K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
100+ 2.56% |
$5.57K - $6.51K
|
4K
$189K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
96+ 0.7% |
$5.34K - $6.25K
|
13.8K
$649K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
93+ 0.51% |
$5.18K - $6.06K
|
18.4K
$869K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
93+ 0.47% |
$5.18K - $6.06K
|
19.7K
$931K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
93+ 3.48% |
$5.18K - $6.06K
|
2.77K
$130K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
89+ 0.33% |
$4.95K - $5.8K
|
27.4K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
88+ 0.61% |
$4.9K - $5.73K
|
14.4K
$679K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
83+ 3.98% |
$4.62K - $5.41K
|
2.17K
$102K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
68+ 1.57% |
$3.79K - $4.43K
|
4.4K
$208K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
68New |
$3.79K - $4.43K
|
68
$3.21K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
67New |
$3.73K - $4.36K
|
67
$3.16K
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
67+ 0.52% |
$3.73K - $4.36K
|
13K
$612K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
66+ 1.39% |
$3.67K - $4.3K
|
4.83K
$228K
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
64+ 0.58% |
$3.56K - $4.17K
|
11.1K
$525K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
64+ 0.04% |
$3.56K - $4.17K
|
148K
$6.98M
|