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 |
---|---|---|---|---|---|---|---|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
670+ 1.54% |
$35K - $40.3K
|
44.1K
$2.1M
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
669+ 5.87% |
$34.9K - $40.2K
|
12.1K
$575K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
646New |
$33.7K - $38.9K
|
646
$30.8K
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
637+ 17.23% |
$33.2K - $38.3K
|
4.34K
$207K
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
636+ 2.34% |
$33.2K - $38.3K
|
27.8K
$1.33M
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
632+ 4.07% |
$33K - $38K
|
16.2K
$770K
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
631+ 2.82% |
$32.9K - $38K
|
23K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
628New |
$32.8K - $37.8K
|
628
$29.9K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
627+ 3.48% |
$32.7K - $37.7K
|
18.6K
$888K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
610+ 2.54% |
$31.8K - $36.7K
|
24.6K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
606+ 8.66% |
$31.6K - $36.5K
|
7.6K
$362K
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
600+ 16.57% |
$31.3K - $36.1K
|
4.22K
$201K
|
|
Oct 25, 2021
Q3 2021
|
Argyle Capital Management Inc.
|
BUY
|
- |
600+ 1.26% |
$31.3K - $36.1K
|
48.3K
$2.3M
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
600+ 3.73% |
$31.3K - $36.1K
|
16.7K
$795K
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
592+ 12.25% |
$30.9K - $35.6K
|
5.43K
$259K
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
587New |
$30.6K - $35.3K
|
587
$28K
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
581+ 5.95% |
$30.3K - $34.9K
|
10.4K
$493K
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
581+ 12.55% |
$30.3K - $34.9K
|
5.21K
$248K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
575+ 11.08% |
$30K - $34.6K
|
5.77K
$275K
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
569+ 0.58% |
$29.7K - $34.2K
|
99K
$4.72M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
565+ 8.02% |
$29.5K - $34K
|
7.61K
$363K
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
564+ 5.46% |
$29.4K - $33.9K
|
10.9K
$519K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
561+ 7.62% |
$29.3K - $33.7K
|
7.93K
$378K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
556+ 7.14% |
$29K - $33.4K
|
8.35K
$398K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
551+ 3.1% |
$28.8K - $33.1K
|
18.3K
$873K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
537+ 0.47% |
$28K - $32.3K
|
116K
$5.51M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
518New |
$27K - $31.2K
|
518
$24.7K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
518+ 8.38% |
$27K - $31.2K
|
6.7K
$319K
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
517+ 2.95% |
$27K - $31.1K
|
18K
$859K
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
510+ 5.15% |
$26.6K - $30.7K
|
10.4K
$496K
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
508+ 2.09% |
$26.5K - $30.6K
|
24.9K
$1.18M
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
504+ 4.55% |
$26.3K - $30.3K
|
11.6K
$552K
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
500New |
$26.1K - $30.1K
|
500
$23.8K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
491+ 1.26% |
$25.6K - $29.5K
|
39.6K
$1.89M
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
490+ 3.39% |
$25.6K - $29.5K
|
14.9K
$711K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
488+ 8.52% |
$25.5K - $29.4K
|
6.21K
$296K
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
473+ 8.41% |
$24.7K - $28.5K
|
6.1K
$290K
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
471+ 1.14% |
$24.6K - $28.3K
|
41.8K
$1.99M
|
|
Oct 26, 2021
Q3 2021
|
Outfitter Financial LLC
|
BUY
|
- |
455+ 1.18% |
$23.7K - $27.4K
|
39.2K
$1.87M
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
449+ 6.92% |
$23.4K - $27K
|
6.94K
$331K
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
436+ 0.67% |
$22.8K - $26.2K
|
65.9K
$3.14M
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
432+ 0.8% |
$22.5K - $26K
|
54.5K
$2.59M
|
|
Oct 21, 2021
Q3 2021
|
Cardinal Capital Management
|
BUY
|
- |
430+ 0.46% |
$22.4K - $25.9K
|
93.1K
$4.44M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
429+ 6.78% |
$22.4K - $25.8K
|
6.76K
$322K
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
422+ 5.94% |
$22K - $25.4K
|
7.53K
$359K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
409+ 10.14% |
$21.3K - $24.6K
|
4.44K
$212K
|
|
Nov 15, 2021
Q3 2021
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
408+ 1.19% |
$21.3K - $24.5K
|
34.6K
$1.65M
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
400+ 0.6% |
$20.9K - $24.1K
|
67K
$3.19M
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
399+ 2.09% |
$20.8K - $24K
|
19.5K
$931K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
396+ 3.43% |
$20.7K - $23.8K
|
12K
$570K
|