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 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
220+ 20.13% |
$11.5K - $13.2K
|
1.31K
$62.6K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
220+ 20.13% |
$11.5K - $13.2K
|
1.31K
$62.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
215+ 0.4% |
$11.2K - $12.9K
|
54.5K
$2.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
206+ 1.13% |
$10.7K - $12.4K
|
18.5K
$882K
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
201+ 11.65% |
$10.5K - $12.1K
|
1.93K
$91.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
200New |
$10.4K - $12K
|
200
$9.53K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
198+ 3.81% |
$10.3K - $11.9K
|
5.4K
$257K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
189+ 34.74% |
$9.86K - $11.4K
|
733
$34.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
189+ 171.82% |
$9.86K - $11.4K
|
299
$14.2K
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
189New |
$9.86K - $11.4K
|
189
$9.01K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
187+ 61.11% |
$9.76K - $11.2K
|
493
$23.5K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
185+ 0.36% |
$9.65K - $11.1K
|
51.2K
$2.44M
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
183+ 2.5% |
$9.55K - $11K
|
7.51K
$358K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
181+ 3.42% |
$9.44K - $10.9K
|
5.48K
$261K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
180New |
$9.39K - $10.8K
|
180
$8.58K
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
177New |
$9.24K - $10.6K
|
177
$8.43K
|
|
|
Oct 13, 2021
Q3 2021
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
175+ 0.28% |
$9.13K - $10.5K
|
62.8K
$2.99M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
171+ 10.05% |
$8.92K - $10.3K
|
1.87K
$89.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
166New |
$8.66K - $9.98K
|
166
$7.91K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
163New |
$8.51K - $9.8K
|
163
$7.77K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
162+ 2.74% |
$8.45K - $9.74K
|
6.07K
$289K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
160+ 1.11% |
$8.35K - $9.62K
|
14.5K
$693K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
160+ 2.33% |
$8.35K - $9.62K
|
7.03K
$335K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
159+ 2.08% |
$8.3K - $9.56K
|
7.82K
$372K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
150+ 0.38% |
$7.83K - $9.02K
|
39.9K
$1.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
147+ 0.09% |
$7.67K - $8.84K
|
158K
$7.51M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
146+ 1.27% |
$7.62K - $8.78K
|
11.6K
$553K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
146New |
$7.62K - $8.78K
|
146
$6.96K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
142+ 0.08% |
$7.41K - $8.54K
|
170K
$8.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
142+ 0.27% |
$7.41K - $8.54K
|
52.2K
$2.49M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
134+ 3.6% |
$6.99K - $8.06K
|
3.86K
$184K
|
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
133+ 3.65% |
$6.94K - $8K
|
3.77K
$180K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
132+ 0.59% |
$6.89K - $7.94K
|
22.4K
$1.07M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
128+ 1.69% |
$6.68K - $7.7K
|
7.72K
$368K
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
123+ 0.26% |
$6.42K - $7.4K
|
47.9K
$2.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
122+ 381.25% |
$6.37K - $7.34K
|
154
$7.34K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
113+ 0.41% |
$5.9K - $6.8K
|
27.8K
$1.32M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
105+ 1.42% |
$5.48K - $6.32K
|
7.49K
$357K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
104+ 0.27% |
$5.43K - $6.26K
|
38K
$1.81M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
100+ 1.68% |
$5.22K - $6.02K
|
6.06K
$289K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
96+ 1.06% |
$5.01K - $5.77K
|
9.18K
$437K
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
95+ 0.47% |
$4.96K - $5.71K
|
20.4K
$974K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
94+ 1.33% |
$4.9K - $5.65K
|
7.17K
$342K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
94+ 0.22% |
$4.9K - $5.65K
|
43.1K
$2.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
93New |
$4.85K - $5.59K
|
93
$4.43K
|
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
BUY
|
- |
93+ 0.35% |
$4.85K - $5.59K
|
26.4K
$1.26M
|
|
|
Oct 26, 2021
Q3 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
90+ 1.23% |
$4.7K - $5.41K
|
7.41K
$353K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
88+ 1.91% |
$4.59K - $5.29K
|
4.7K
$224K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
88+ 0.67% |
$4.59K - $5.29K
|
13.2K
$627K
|
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
85+ 1.43% |
$4.44K - $5.11K
|
6.03K
$287K
|