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 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
84+ 1.51% |
$4.38K - $5.05K
|
5.63K
$270K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
78New |
$4.07K - $4.69K
|
78
$3.75K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
78+ 0.5% |
$4.07K - $4.69K
|
15.8K
$757K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
76+ 1.22% |
$3.97K - $4.57K
|
6.32K
$304K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
73+ 1.32% |
$3.81K - $4.39K
|
5.59K
$268K
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
70+ 0.51% |
$3.65K - $4.21K
|
13.7K
$657K
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
70+ 0.67% |
$3.65K - $4.21K
|
10.5K
$504K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
62+ 0.13% |
$3.24K - $3.73K
|
49.5K
$2.38M
|
|
|
Oct 26, 2021
Q3 2021
|
Community Trust & Investment CO
|
BUY
|
- |
61+ 0.43% |
$3.18K - $3.67K
|
14.2K
$684K
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
61New |
$3.18K - $3.67K
|
61
$2.93K
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
60+ 1.42% |
$3.13K - $3.61K
|
4.3K
$206K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
58+ 59.18% |
$3.03K - $3.49K
|
156
$7.49K
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
58+ 1.42% |
$3.03K - $3.49K
|
4.16K
$200K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
57+ 15.45% |
$2.97K - $3.43K
|
426
$20.5K
|
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
56+ 0.61% |
$2.92K - $3.37K
|
9.22K
$443K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
47+ 1.26% |
$2.45K - $2.83K
|
3.78K
$182K
|
|
|
Nov 15, 2021
Q3 2021
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
46+ 0.43% |
$2.4K - $2.77K
|
10.6K
$511K
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
45+ 0.74% |
$2.35K - $2.71K
|
6.09K
$293K
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
43+ 0.57% |
$2.24K - $2.59K
|
7.53K
$361K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
42+ 0.08% |
$2.19K - $2.53K
|
50.5K
$2.43M
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
40+ 0.39% |
$2.09K - $2.41K
|
10.2K
$492K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
39+ 4.47% |
$2.04K - $2.35K
|
911
$43.7K
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
38+ 0.85% |
$1.98K - $2.29K
|
4.51K
$216K
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
37+ 22.7% |
$1.93K - $2.23K
|
200
$9.6K
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
37+ 22.7% |
$1.93K - $2.23K
|
200
$9.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
35+ 0.52% |
$1.83K - $2.11K
|
6.74K
$324K
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
34+ 0.42% |
$1.77K - $2.05K
|
8.06K
$387K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
34+ 0.52% |
$1.77K - $2.05K
|
6.6K
$317K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
32New |
$1.67K - $1.92K
|
32
$1.54K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
31+ 0.33% |
$1.62K - $1.86K
|
9.37K
$450K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
31+ 0.84% |
$1.62K - $1.86K
|
3.73K
$179K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.57K - $1.8K
|
30
$1.44K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 0.34% |
$1.51K - $1.74K
|
8.49K
$408K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
28+ 23.33% |
$1.46K - $1.68K
|
148
$7.11K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
26+ 7.67% |
$1.36K - $1.56K
|
365
$17.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
25+ 0.56% |
$1.3K - $1.5K
|
4.48K
$215K
|
|
|
Oct 21, 2021
Q3 2021
|
Everence Capital Management Inc
|
BUY
|
- |
20+ 0.05% |
$1.04K - $1.2K
|
40.2K
$1.93M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
16+ 0.14% |
$835 - $962
|
11.5K
$552K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
16+ 0.6% |
$835 - $962
|
2.69K
$129K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 0.53% |
$731 - $842
|
2.64K
$127K
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13+ 0.17% |
$678 - $782
|
7.59K
$364K
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
BUY
|
- |
13+ 0.19% |
$678 - $782
|
6.87K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12+ 0.14% |
$626 - $722
|
8.51K
$409K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
11+ 0.08% |
$574 - $662
|
13.8K
$663K
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10+ 0.04% |
$522 - $602
|
27.5K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
9+ 0.12% |
$470 - $541
|
7.42K
$356K
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
8+ 0.46% |
$417 - $481
|
1.76K
$84.4K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 0.16% |
$417 - $481
|
5.07K
$244K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6+ 0.91% |
$313 - $361
|
665
$31.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6+ 0.11% |
$313 - $361
|
5.72K
$275K
|