Purchases and Sales Made in Q3 2021 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
1.13K+ 0.15% |
$59K - $68K
|
744K
$35.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.12K+ 10.28% |
$58.2K - $67.1K
|
12K
$570K
|
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.1K+ 1.3% |
$57.5K - $66.3K
|
85.9K
$4.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
1.09K+ 9.71% |
$56.9K - $65.6K
|
12.3K
$587K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.09K+ 8.08% |
$56.9K - $65.6K
|
14.6K
$695K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.06KNew |
$55.3K - $63.8K
|
1.06K
$50.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.05K+ 16.89% |
$54.7K - $63K
|
7.25K
$346K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.04K+ 11.14% |
$54.3K - $62.6K
|
10.4K
$495K
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.03K+ 1.44% |
$53.9K - $62.1K
|
72.7K
$3.46M
|
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
1.03K+ 10.07% |
$53.8K - $62.1K
|
11.3K
$538K
|
|
|
Nov 03, 2021
Q3 2021
|
Montgomery Investment Management Inc
|
BUY
|
- |
1K+ 0.21% |
$52.2K - $60.2K
|
474K
$22.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
998+ 7.9% |
$52.1K - $60K
|
13.6K
$650K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
970+ 196.36% |
$50.6K - $58.3K
|
1.46K
$69.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
963+ 10.83% |
$50.2K - $57.9K
|
9.85K
$470K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
960+ 3.53% |
$50.1K - $57.7K
|
28.2K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
959+ 3.13% |
$50K - $57.7K
|
31.6K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
957+ 5.96% |
$49.9K - $57.6K
|
17K
$811K
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
BUY
|
- |
953+ 0.91% |
$49.7K - $57.3K
|
105K
$5.01M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
951+ 66.83% |
$49.6K - $57.2K
|
2.37K
$113K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
947+ 0.33% |
$49.4K - $57K
|
286K
$13.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
919+ 5.52% |
$48K - $55.3K
|
17.6K
$838K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
909+ 3.63% |
$47.4K - $54.7K
|
26K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
907+ 11.45% |
$47.3K - $54.6K
|
8.83K
$421K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
904+ 41.83% |
$47.2K - $54.4K
|
3.07K
$146K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
890+ 1.09% |
$46.4K - $53.5K
|
82.6K
$3.94M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
875+ 1.51% |
$45.7K - $52.6K
|
59K
$2.81M
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
872+ 7.17% |
$45.5K - $52.5K
|
13K
$621K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
869+ 2.5% |
$45.3K - $52.3K
|
35.6K
$1.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
859+ 0.36% |
$44.8K - $51.7K
|
242K
$11.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
836+ 3.72% |
$43.6K - $50.3K
|
23.3K
$1.11M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
817+ 3.08% |
$42.6K - $49.1K
|
27.3K
$1.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
786+ 6.55% |
$41K - $47.3K
|
12.8K
$609K
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
775+ 7.95% |
$40.4K - $46.6K
|
10.5K
$501K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
773+ 4.57% |
$40.3K - $46.5K
|
17.7K
$843K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
770+ 2.05% |
$40.2K - $46.3K
|
38.3K
$1.83M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
767+ 0.44% |
$40K - $46.1K
|
176K
$8.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
766+ 11.45% |
$40K - $46.1K
|
7.46K
$355K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
753+ 0.81% |
$39.3K - $45.3K
|
94.1K
$4.48M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
728+ 0.53% |
$38K - $43.8K
|
137K
$6.53M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
724+ 2.96% |
$37.8K - $43.5K
|
25.2K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
BUY
|
- |
721+ 17.92% |
$37.6K - $43.4K
|
4.74K
$226K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
716+ 3.21% |
$37.4K - $43.1K
|
23K
$1.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
715+ 17.55% |
$37.3K - $43K
|
4.79K
$228K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
705+ 14.24% |
$36.8K - $42.4K
|
5.66K
$270K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
690New |
$36K - $41.5K
|
690
$32.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
687+ 1.58% |
$35.8K - $41.3K
|
44.1K
$2.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
686+ 2.02% |
$35.8K - $41.3K
|
34.7K
$1.65M
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
685+ 6.51% |
$35.7K - $41.2K
|
11.2K
$534K
|
|
|
Nov 12, 2021
Q3 2021
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
684+ 1.32% |
$35.7K - $41.1K
|
52.3K
$2.49M
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
678+ 1.09% |
$35.4K - $40.8K
|
63.2K
$3.01M
|