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, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 10.77% |
$83.6K - $97.8K
|
12.4K
$593K
|
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.53K- 8.46% |
$85K - $99.5K
|
16.5K
$788K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.55K- 20.07% |
$86.3K - $101K
|
6.17K
$294K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.56K- 4.09% |
$87K - $102K
|
36.6K
$1.75M
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.6K- 20.52% |
$88.8K - $104K
|
6.18K
$295K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.6K- 2.43% |
$89K - $104K
|
64.3K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.61K- 6.45% |
$89.7K - $105K
|
23.4K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 14.23% |
$92.1K - $108K
|
9.97K
$476K
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.75K- 4.81% |
$97.4K - $114K
|
34.6K
$1.65M
|
|
|
Jan 25, 2022
Q4 2021
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-1.83K- 25.7% |
$102K - $119K
|
5.29K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.85K- 1.46% |
$103K - $120K
|
124K
$5.93M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.86K- 0.82% |
$103K - $121K
|
225K
$10.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.86K- 3.59% |
$104K - $121K
|
50.1K
$2.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.89K- 59.84% |
$105K - $123K
|
1.27K
$60.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.89K- 2.75% |
$105K - $123K
|
66.7K
$3.18M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-1.91K- 3.51% |
$106K - $125K
|
52.6K
$2.51M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.93K- 5.85% |
$107K - $126K
|
31K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.94KClosed |
$108K - $127K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.96K- 1.19% |
$109K - $128K
|
163K
$7.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-2.11K- 6.1% |
$117K - $137K
|
32.5K
$1.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.13K- 2.54% |
$119K - $139K
|
81.7K
$3.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-2.14K- 15.88% |
$119K - $139K
|
11.3K
$539K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.14K- 23.93% |
$119K - $139K
|
6.8K
$324K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.19K- 0.96% |
$122K - $142K
|
225K
$10.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-2.26K- 4.58% |
$126K - $147K
|
47.1K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-2.29K- 19.53% |
$128K - $149K
|
9.44K
$450K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-2.3K- 2.45% |
$128K - $150K
|
91.6K
$4.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.3K- 21.11% |
$128K - $150K
|
8.6K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2.41K- 1.76% |
$134K - $157K
|
135K
$6.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.44K- 7.3% |
$136K - $159K
|
30.9K
$1.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.44K- 7.05% |
$136K - $159K
|
32.2K
$1.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.49K- 0.29% |
$138K - $162K
|
843K
$40.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.53K- 1.45% |
$141K - $165K
|
172K
$8.21M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.55K- 5.19% |
$142K - $166K
|
46.6K
$2.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-2.56K- 5.65% |
$143K - $167K
|
42.7K
$2.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.56K- 8.14% |
$143K - $167K
|
28.9K
$1.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-2.57K- 9.67% |
$143K - $168K
|
24K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.61K- 0.9% |
$145K - $170K
|
286K
$13.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.63K- 11.94% |
$146K - $171K
|
19.4K
$925K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.63K- 11.94% |
$146K - $171K
|
19.4K
$925K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.66K- 28.66% |
$148K - $173K
|
6.62K
$316K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
SELL
|
- |
-2.8K- 4.08% |
$156K - $183K
|
65.8K
$3.14M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-2.82K- 5.65% |
$157K - $184K
|
47.1K
$2.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.84K- 10.23% |
$158K - $185K
|
24.9K
$1.19M
|
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.89K- 6.4% |
$161K - $188K
|
42.2K
$2.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.89K- 0.47% |
$161K - $188K
|
607K
$28.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.9K- 4.58% |
$161K - $189K
|
60.5K
$2.88M
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.99K- 1.53% |
$167K - $195K
|
193K
$9.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-3.05K- 0.41% |
$170K - $199K
|
735K
$35.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Swarthmore Group Inc
|
SELL
|
- |
-3.05K- 5.95% |
$170K - $199K
|
48.2K
$2.3M
|