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
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6+ 0.07% |
$334 - $391
|
8.31K
$392K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5+ 0.12% |
$278 - $326
|
4.15K
$195K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4+ 0.62% |
$223 - $261
|
650
$30.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4+ 0.03% |
$223 - $261
|
11.8K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.55% |
$223 - $261
|
737
$34.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.92% |
$167 - $195
|
329
$15.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
3+ 0.01% |
$167 - $195
|
21.4K
$1.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
3+ 0.05% |
$167 - $195
|
6.06K
$286K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
3+ 0.04% |
$167 - $195
|
6.75K
$318K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
2New |
$111 - $130
|
2
$94.3
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.34% |
$111 - $130
|
599
$28.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 4.08% |
$111 - $130
|
51
$2.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.08% |
$55.7 - $65.1
|
94
$4.43K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$55.7 - $65.1
|
10.1K
$478K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.0% |
$55.7 - $65.1
|
38.1K
$1.8M
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.27% |
$55.7 - $65.1
|
374
$17.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$55.7 - $65.1
|
5.43K
$256K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.03% |
$55.7 - $65.1
|
3.84K
$181K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$55.7 - $65.1
|
2.06K
$96.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2- 0.05% |
$111 - $130
|
3.89K
$183K
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-2- 0.06% |
$111 - $130
|
3.61K
$170K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 1.95% |
$167 - $195
|
151
$7.12K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
SELL
|
- |
-6- 0.1% |
$334 - $391
|
5.77K
$272K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7- 0.2% |
$390 - $456
|
3.45K
$163K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 0.4% |
$390 - $456
|
1.76K
$82.8K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-9- 0.17% |
$501 - $586
|
5.33K
$251K
|
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
SELL
|
- |
-10- 0.14% |
$557 - $651
|
7.15K
$337K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-10- 1.1% |
$557 - $651
|
901
$42.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-13- 0.09% |
$724 - $847
|
15.1K
$713K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-14- 0.14% |
$779 - $912
|
10.2K
$482K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 0.21% |
$835 - $977
|
7.02K
$331K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-15- 0.07% |
$835 - $977
|
23K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.3% |
$946 - $1.11K
|
5.7K
$269K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.4% |
$946 - $1.11K
|
4.2K
$198K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-18- 0.21% |
$1K - $1.17K
|
8.55K
$403K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-18- 0.31% |
$1K - $1.17K
|
5.7K
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-21- 0.34% |
$1.17K - $1.37K
|
6.18K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-21- 0.01% |
$1.17K - $1.37K
|
396K
$18.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 0.16% |
$1.17K - $1.37K
|
13.1K
$616K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-21- 0.41% |
$1.17K - $1.37K
|
5.05K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-23- 0.13% |
$1.28K - $1.5K
|
17.7K
$836K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-26- 7.12% |
$1.45K - $1.69K
|
339
$16K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-27- 0.62% |
$1.5K - $1.76K
|
4.36K
$206K
|
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-27- 0.52% |
$1.5K - $1.76K
|
5.14K
$242K
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-29- 0.24% |
$1.61K - $1.89K
|
12.1K
$571K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-33- 0.06% |
$1.84K - $2.15K
|
57.5K
$2.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
SELL
|
- |
-37- 0.28% |
$2.06K - $2.41K
|
13K
$611K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-40- 10.0% |
$2.23K - $2.61K
|
360
$17K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-41- 1.17% |
$2.28K - $2.67K
|
3.48K
$164K
|