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 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-41Closed |
$2.28K - $2.67K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-43- 52.44% |
$2.39K - $2.8K
|
39
$1.84K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-44- 0.07% |
$2.45K - $2.87K
|
66.1K
$3.12M
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-49- 0.86% |
$2.73K - $3.19K
|
5.64K
$266K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-50- 6.55% |
$2.78K - $3.26K
|
713
$33.6K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-52- 2.78% |
$2.89K - $3.39K
|
1.82K
$85.9K
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-54- 1.21% |
$3.01K - $3.52K
|
4.42K
$208K
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-59Closed |
$3.28K - $3.84K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
SELL
|
- |
-61- 0.43% |
$3.4K - $3.97K
|
14.2K
$668K
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-61Closed |
$3.4K - $3.97K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-62- 1.34% |
$3.45K - $4.04K
|
4.58K
$216K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-65- 0.63% |
$3.62K - $4.23K
|
10.2K
$480K
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-67- 1.61% |
$3.73K - $4.36K
|
4.11K
$194K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-68- 1.75% |
$3.79K - $4.43K
|
3.82K
$180K
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-73- 0.83% |
$4.06K - $4.76K
|
8.76K
$413K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-74- 38.34% |
$4.12K - $4.82K
|
119
$5.61K
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-75Closed |
$4.18K - $4.89K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-76- 0.98% |
$4.23K - $4.95K
|
7.66K
$361K
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-77Closed |
$4.29K - $5.02K
|
0
$0
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-79- 0.17% |
$4.4K - $5.15K
|
47K
$2.21M
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-81- 1.11% |
$4.51K - $5.28K
|
7.21K
$340K
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-84- 1.49% |
$4.68K - $5.47K
|
5.55K
$262K
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-85- 0.73% |
$4.73K - $5.54K
|
11.5K
$541K
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-87- 2.17% |
$4.84K - $5.67K
|
3.93K
$185K
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-92- 0.19% |
$5.12K - $5.99K
|
47.8K
$2.26M
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-94- 0.4% |
$5.23K - $6.12K
|
23.3K
$1.1M
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-96- 1.93% |
$5.34K - $6.25K
|
4.88K
$230K
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-96- 1.8% |
$5.34K - $6.25K
|
5.24K
$247K
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-99- 1.88% |
$5.51K - $6.45K
|
5.16K
$243K
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-100- 2.0% |
$5.57K - $6.51K
|
4.91K
$231K
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-100- 0.48% |
$5.57K - $6.51K
|
20.6K
$972K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-100- 1.71% |
$5.57K - $6.51K
|
5.74K
$271K
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 0.36% |
$5.57K - $6.51K
|
27.3K
$1.29M
|
|
Jan 19, 2022
Q4 2021
|
Searle & Co.
|
SELL
|
- |
-100- 0.45% |
$5.57K - $6.51K
|
22K
$1.04M
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-100- 0.51% |
$5.57K - $6.51K
|
19.4K
$916K
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-100- 1.7% |
$5.57K - $6.51K
|
5.78K
$272K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 0.17% |
$5.57K - $6.51K
|
57.5K
$2.71M
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-101Closed |
$5.62K - $6.58K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-102- 0.21% |
$5.68K - $6.64K
|
49.4K
$2.33M
|
|
Jan 26, 2022
Q4 2021
|
Keating Investment Counselors Inc
|
SELL
|
- |
-103- 0.09% |
$5.73K - $6.71K
|
117K
$5.51M
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
SELL
|
- |
-115- 1.55% |
$6.4K - $7.49K
|
7.29K
$344K
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-119- 2.13% |
$6.62K - $7.75K
|
5.47K
$258K
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-119- 0.1% |
$6.62K - $7.75K
|
122K
$5.75M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-124- 2.27% |
$6.9K - $8.08K
|
5.34K
$252K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-124- 0.42% |
$6.9K - $8.08K
|
29.3K
$1.38M
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
SELL
|
- |
-129- 3.0% |
$7.18K - $8.4K
|
4.17K
$197K
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-131- 0.95% |
$7.29K - $8.53K
|
13.6K
$641K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-131- 30.75% |
$7.29K - $8.53K
|
295
$13.9K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-133- 0.07% |
$7.4K - $8.66K
|
200K
$9.44M
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-135- 9.71% |
$7.52K - $8.79K
|
1.26K
$59.2K
|