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 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5+ 0.04% |
$261 - $301
|
11.8K
$569K
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
4+ 0.01% |
$209 - $241
|
30.3K
$1.45M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 0.17% |
$209 - $241
|
2.41K
$116K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.04% |
$209 - $241
|
10.5K
$502K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.93% |
$157 - $180
|
326
$15.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.08% |
$157 - $180
|
3.58K
$172K
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
2+ 0.03% |
$104 - $120
|
6.56K
$315K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2New |
$104 - $120
|
2
$96
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.03% |
$104 - $120
|
6.72K
$322K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$52.2 - $60.2
|
1.1K
$52.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.17% |
$52.2 - $60.2
|
597
$28.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$52.2 - $60.2
|
4.47K
$215K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
1+ 6.67% |
$52.2 - $60.2
|
16
$768
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.03% |
$52.2 - $60.2
|
3.51K
$169K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$52.2 - $60.2
|
3.47K
$167K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2- 0.01% |
$104 - $120
|
36.5K
$1.75M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7- 8.33% |
$365 - $421
|
77
$3.7K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
SELL
|
- |
-14- 0.05% |
$731 - $842
|
26.6K
$1.28M
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-15Closed |
$783 - $902
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.42% |
$939 - $1.08K
|
4.22K
$203K
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-18- 0.38% |
$939 - $1.08K
|
4.77K
$229K
|
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-19- 0.35% |
$991 - $1.14K
|
5.34K
$256K
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-20- 0.09% |
$1.04K - $1.2K
|
22.8K
$1.09M
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
SELL
|
- |
-21- 0.58% |
$1.1K - $1.26K
|
3.61K
$174K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-22- 0.39% |
$1.15K - $1.32K
|
5.58K
$268K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
SELL
|
- |
-24- 0.61% |
$1.25K - $1.44K
|
3.91K
$188K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-27- 0.26% |
$1.41K - $1.62K
|
10.5K
$504K
|
|
|
Nov 04, 2021
Q3 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-31- 0.09% |
$1.62K - $1.86K
|
36K
$1.73M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-32- 4.62% |
$1.67K - $1.92K
|
661
$31.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-34- 3.87% |
$1.77K - $2.05K
|
845
$40.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-39- 0.96% |
$2.04K - $2.35K
|
4.02K
$193K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-41- 0.71% |
$2.14K - $2.47K
|
5.71K
$274K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-41Closed |
$2.14K - $2.47K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-42- 0.03% |
$2.19K - $2.53K
|
152K
$7.32M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-47- 25.27% |
$2.45K - $2.83K
|
139
$6.67K
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-47- 1.56% |
$2.45K - $2.83K
|
2.96K
$142K
|
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-48- 0.28% |
$2.5K - $2.89K
|
17.3K
$829K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-51- 0.23% |
$2.66K - $3.07K
|
22.3K
$1.07M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-53- 1.46% |
$2.77K - $3.19K
|
3.57K
$171K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-53- 0.17% |
$2.77K - $3.19K
|
30.8K
$1.48M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-55- 0.64% |
$2.87K - $3.31K
|
8.56K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-58- 0.67% |
$3.03K - $3.49K
|
8.66K
$416K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-60- 0.44% |
$3.13K - $3.61K
|
13.5K
$649K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-63- 5.04% |
$3.29K - $3.79K
|
1.19K
$57K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-65- 0.82% |
$3.39K - $3.91K
|
7.87K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-67- 0.12% |
$3.5K - $4.03K
|
57.6K
$2.77M
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
SELL
|
- |
-70- 2.95% |
$3.65K - $4.21K
|
2.3K
$111K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-79- 0.36% |
$4.12K - $4.75K
|
21.9K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-81- 14.84% |
$4.23K - $4.87K
|
465
$22.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-82- 0.99% |
$4.28K - $4.93K
|
8.24K
$395K
|