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 |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Kempner Capital Management Inc.
|
SELL
|
- |
-137- 0.34% |
$7.63K - $8.92K
|
40.1K
$1.89M
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-139Closed |
$7.74K - $9.05K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-139- 1.16% |
$7.74K - $9.05K
|
11.8K
$557K
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-140- 1.7% |
$7.79K - $9.12K
|
8.1K
$382K
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-140- 1.3% |
$7.79K - $9.12K
|
10.7K
$502K
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-140- 0.71% |
$7.79K - $9.12K
|
19.7K
$928K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-144- 3.71% |
$8.02K - $9.38K
|
3.74K
$176K
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-147- 1.31% |
$8.18K - $9.58K
|
11.1K
$521K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-150- 20.3% |
$8.35K - $9.77K
|
589
$27.8K
|
|
Feb 14, 2022
Q4 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-157- 1.26% |
$8.74K - $10.2K
|
12.3K
$581K
|
|
Feb 05, 2024
Q4 2021
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-157- 1.31% |
$8.74K - $10.2K
|
11.8K
$556K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-159- 0.78% |
$8.85K - $10.4K
|
20.1K
$948K
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-161- 1.19% |
$8.96K - $10.5K
|
13.4K
$631K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-162Closed |
$9.02K - $10.6K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-163- 5.43% |
$9.07K - $10.6K
|
2.84K
$134K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-172- 1.57% |
$9.58K - $11.2K
|
10.8K
$508K
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-180- 0.65% |
$10K - $11.7K
|
27.4K
$1.29M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-180Closed |
$10K - $11.7K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-189- 5.1% |
$10.5K - $12.3K
|
3.52K
$166K
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-190- 1.41% |
$10.6K - $12.4K
|
13.2K
$625K
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-193- 11.19% |
$10.7K - $12.6K
|
1.53K
$72.2K
|
|
Jan 21, 2022
Q4 2021
|
Denali Advisors LLC
|
SELL
|
- |
-200- 1.87% |
$11.1K - $13K
|
10.5K
$495K
|
|
Feb 02, 2022
Q4 2021
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-200- 0.32% |
$11.1K - $13K
|
62.1K
$2.93M
|
|
Feb 08, 2022
Q4 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-200- 0.48% |
$11.1K - $13K
|
41.9K
$1.98M
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-200- 0.31% |
$11.1K - $13K
|
63.5K
$2.99M
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-200Closed |
$11.1K - $13K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-208- 2.8% |
$11.6K - $13.5K
|
7.21K
$340K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-210Closed |
$11.7K - $13.7K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-214- 2.86% |
$11.9K - $13.9K
|
7.27K
$343K
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-218- 2.52% |
$12.1K - $14.2K
|
8.43K
$397K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-220- 16.76% |
$12.2K - $14.3K
|
1.09K
$51.5K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-220- 16.76% |
$12.2K - $14.3K
|
1.09K
$51.5K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-221- 1.85% |
$12.3K - $14.4K
|
11.7K
$554K
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-225- 0.16% |
$12.5K - $14.7K
|
137K
$6.48M
|
|
Feb 14, 2022
Q4 2021
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-226- 4.96% |
$12.6K - $14.7K
|
4.33K
$204K
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-230- 5.45% |
$12.8K - $15K
|
3.99K
$188K
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-231- 1.0% |
$12.9K - $15K
|
22.8K
$1.08M
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-231- 2.23% |
$12.9K - $15K
|
10.1K
$478K
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-240- 2.99% |
$13.4K - $15.6K
|
7.79K
$367K
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-245- 1.2% |
$13.6K - $16K
|
20.1K
$950K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-250Closed |
$13.9K - $16.3K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-259- 50.0% |
$14.4K - $16.9K
|
259
$12.2K
|
|
Feb 14, 2022
Q4 2021
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-262- 22.96% |
$14.6K - $17.1K
|
879
$41.4K
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-263- 22.61% |
$14.6K - $17.1K
|
900
$42.4K
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-263- 97.05% |
$14.6K - $17.1K
|
8
$377
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-272- 3.82% |
$15.1K - $17.7K
|
6.86K
$323K
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-280- 2.52% |
$15.6K - $18.2K
|
10.8K
$511K
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-281- 42.07% |
$15.6K - $18.3K
|
387
$18.2K
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-283- 0.79% |
$15.8K - $18.4K
|
35.3K
$1.67M
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
SELL
|
- |
-294- 0.81% |
$16.4K - $19.2K
|
36.2K
$1.71M
|