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 15, 2021
Q3 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
392+ 0.01% |
$20.5K - $23.6K
|
3.68M
$175M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
375+ 3.96% |
$19.6K - $22.6K
|
9.85K
$469K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
372+ 3.01% |
$19.4K - $22.4K
|
12.7K
$607K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
369+ 1.91% |
$19.3K - $22.2K
|
19.7K
$937K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
362+ 3.18% |
$18.9K - $21.8K
|
11.7K
$559K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
362+ 6.76% |
$18.9K - $21.8K
|
5.72K
$273K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
362+ 22.88% |
$18.9K - $21.8K
|
1.94K
$92.6K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
362+ 5.03% |
$18.9K - $21.8K
|
7.56K
$360K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
359New |
$18.7K - $21.6K
|
359
$17.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
355+ 0.58% |
$18.5K - $21.4K
|
61.6K
$2.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
353+ 0.55% |
$18.4K - $21.2K
|
64.7K
$3.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
350+ 110.06% |
$18.3K - $21.1K
|
668
$31.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
348+ 93.3% |
$18.2K - $20.9K
|
721
$34.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
343+ 1.0% |
$17.9K - $20.6K
|
34.6K
$1.65M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
342+ 40.33% |
$17.8K - $20.6K
|
1.19K
$56.7K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
342+ 3.15% |
$17.8K - $20.6K
|
11.2K
$534K
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
326+ 0.97% |
$17K - $19.6K
|
33.8K
$1.61M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
326+ 1.28% |
$17K - $19.6K
|
25.9K
$1.23M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
321+ 2.76% |
$16.7K - $19.3K
|
11.9K
$569K
|
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
321+ 1.8% |
$16.7K - $19.3K
|
18.1K
$865K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
320New |
$16.7K - $19.2K
|
320
$15.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
319+ 5.91% |
$16.6K - $19.2K
|
5.72K
$273K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
317+ 3.73% |
$16.5K - $19.1K
|
8.82K
$420K
|
|
|
Nov 16, 2021
Q3 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
313+ 0.1% |
$16.3K - $18.8K
|
309K
$14.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
312New |
$16.3K - $18.8K
|
312
$14.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
310+ 1.55% |
$16.2K - $18.6K
|
20.3K
$965K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
309+ 0.4% |
$16.1K - $18.6K
|
78.1K
$3.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
309+ 6.7% |
$16.1K - $18.6K
|
4.92K
$234K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
308+ 1.92% |
$16.1K - $18.5K
|
16.3K
$778K
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
BUY
|
- |
303+ 6.11% |
$15.8K - $18.2K
|
5.26K
$251K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
300+ 68.34% |
$15.7K - $18K
|
739
$35.2K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
288+ 2.98% |
$15K - $17.3K
|
9.96K
$475K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
263+ 29.22% |
$13.7K - $15.8K
|
1.16K
$55.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
253+ 0.46% |
$13.2K - $15.2K
|
55.3K
$2.64M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
253+ 0.78% |
$13.2K - $15.2K
|
32.8K
$1.56M
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
250+ 3.95% |
$13K - $15K
|
6.58K
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
250New |
$13K - $15K
|
250
$11.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
248New |
$12.9K - $14.9K
|
248
$11.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
247+ 5.62% |
$12.9K - $14.9K
|
4.64K
$221K
|
|
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
245+ 4.98% |
$12.8K - $14.7K
|
5.17K
$246K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
243New |
$12.7K - $14.6K
|
243
$11.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
240+ 1.58% |
$12.5K - $14.4K
|
15.5K
$736K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
240+ 3.08% |
$12.5K - $14.4K
|
8.03K
$383K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
239+ 367.69% |
$12.5K - $14.4K
|
304
$14.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
238+ 7.18% |
$12.4K - $14.3K
|
3.55K
$169K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
238+ 0.07% |
$12.4K - $14.3K
|
353K
$16.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
227+ 0.84% |
$11.8K - $13.7K
|
27.4K
$1.31M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
225+ 0.42% |
$11.7K - $13.5K
|
53.8K
$2.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
222New |
$11.6K - $13.4K
|
222
$10.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
221+ 1.24% |
$11.5K - $13.3K
|
18K
$860K
|