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
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
58+ 0.53% |
$3.23K - $3.78K
|
10.9K
$516K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58+ 0.76% |
$3.23K - $3.78K
|
7.67K
$362K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
56New |
$3.12K - $3.65K
|
56
$2.64K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
55+ 2.32% |
$3.06K - $3.58K
|
2.43K
$115K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
53New |
$2.95K - $3.45K
|
53
$2.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
50+ 0.08% |
$2.78K - $3.26K
|
63.9K
$3.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
50+ 0.12% |
$2.78K - $3.26K
|
41.9K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
48New |
$2.67K - $3.13K
|
48
$2.26K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
46New |
$2.56K - $3K
|
46
$2.17K
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.09% |
$2.56K - $3K
|
4.28K
$202K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
46New |
$2.56K - $3K
|
46
$2.17K
|
|
|
Feb 10, 2022
Q4 2021
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
44+ 0.41% |
$2.45K - $2.87K
|
10.7K
$504K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
44+ 0.56% |
$2.45K - $2.87K
|
7.86K
$371K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
43+ 0.68% |
$2.39K - $2.8K
|
6.36K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
43New |
$2.39K - $2.8K
|
43
$2.03K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
41+ 0.89% |
$2.28K - $2.67K
|
4.62K
$218K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
38+ 26.03% |
$2.12K - $2.48K
|
184
$8.68K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
38+ 0.66% |
$2.12K - $2.48K
|
5.79K
$273K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
38+ 1.08% |
$2.12K - $2.48K
|
3.56K
$168K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
36+ 0.8% |
$2K - $2.35K
|
4.54K
$214K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
36+ 0.95% |
$2K - $2.35K
|
3.82K
$180K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
34New |
$1.89K - $2.21K
|
34
$1.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
34New |
$1.89K - $2.21K
|
34
$1.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32+ 4.84% |
$1.78K - $2.08K
|
693
$32.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
31+ 0.09% |
$1.73K - $2.02K
|
33.5K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30+ 0.81% |
$1.67K - $1.95K
|
3.76K
$177K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 0.34% |
$1.61K - $1.89K
|
8.52K
$402K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
27+ 0.51% |
$1.5K - $1.76K
|
5.37K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 7.52% |
$1.5K - $1.76K
|
386
$18.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
25+ 0.03% |
$1.39K - $1.63K
|
93.3K
$4.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
24+ 0.12% |
$1.34K - $1.56K
|
19.6K
$922K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21+ 0.16% |
$1.17K - $1.37K
|
13.5K
$639K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
20+ 9.01% |
$1.11K - $1.3K
|
242
$11.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18+ 0.33% |
$1K - $1.17K
|
5.45K
$257K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
17New |
$946 - $1.11K
|
17
$802
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.39% |
$946 - $1.11K
|
4.36K
$206K
|
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
15+ 0.24% |
$835 - $977
|
6.34K
$299K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
14+ 0.21% |
$779 - $912
|
6.72K
$317K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.49% |
$724 - $847
|
2.66K
$125K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
13+ 0.19% |
$724 - $847
|
6.88K
$324K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
13New |
$724 - $847
|
13
$613
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12+ 0.16% |
$668 - $782
|
7.6K
$358K
|
|
|
Feb 03, 2022
Q4 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
12+ 0.33% |
$668 - $782
|
3.6K
$170K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12+ 0.16% |
$668 - $782
|
7.57K
$357K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
11+ 0.07% |
$612 - $717
|
15.8K
$744K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 0.14% |
$612 - $717
|
7.72K
$364K
|
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
10+ 0.17% |
$557 - $651
|
6.04K
$285K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.09% |
$501 - $586
|
10.1K
$475K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
8+ 0.01% |
$445 - $521
|
64.7K
$3.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
7+ 0.4% |
$390 - $456
|
1.77K
$83.2K
|