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 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-86- 0.16% |
$4.49K - $5.17K
|
54K
$2.59M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-86- 0.08% |
$4.49K - $5.17K
|
105K
$5.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-87- 0.79% |
$4.54K - $5.23K
|
11K
$527K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-88- 3.57% |
$4.59K - $5.29K
|
2.37K
$114K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-89- 0.88% |
$4.64K - $5.35K
|
10.1K
$483K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-90- 52.33% |
$4.7K - $5.41K
|
82
$3.94K
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-91- 0.14% |
$4.75K - $5.47K
|
64.1K
$3.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-99Closed |
$5.17K - $5.95K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-99- 1.27% |
$5.17K - $5.95K
|
7.7K
$370K
|
|
|
Oct 01, 2021
Q3 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-100- 2.28% |
$5.22K - $6.02K
|
4.28K
$205K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-100- 0.46% |
$5.22K - $6.02K
|
21.4K
$1.03M
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-102- 5.47% |
$5.32K - $6.14K
|
1.76K
$84.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-108- 1.03% |
$5.64K - $6.5K
|
10.4K
$498K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-108- 1.91% |
$5.64K - $6.5K
|
5.54K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-108- 1.49% |
$5.64K - $6.5K
|
7.13K
$342K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-112- 2.49% |
$5.84K - $6.74K
|
4.39K
$211K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-115Closed |
$6K - $6.92K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-118- 2.03% |
$6.16K - $7.1K
|
5.68K
$273K
|
|
|
Nov 01, 2021
Q3 2021
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-120- 0.35% |
$6.26K - $7.22K
|
34.3K
$1.65M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-122- 0.59% |
$6.37K - $7.34K
|
20.7K
$995K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-127- 1.8% |
$6.63K - $7.64K
|
6.93K
$333K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-127- 1.8% |
$6.63K - $7.64K
|
6.93K
$333K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-129- 99.23% |
$6.73K - $7.76K
|
1
$48
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-129- 1.46% |
$6.73K - $7.76K
|
8.68K
$417K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-129- 0.34% |
$6.73K - $7.76K
|
38.1K
$1.83M
|
|
|
Oct 27, 2021
Q3 2021
|
Keating Investment Counselors Inc
|
SELL
|
- |
-130- 0.11% |
$6.78K - $7.82K
|
117K
$5.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-133Closed |
$6.94K - $8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-143Closed |
$7.46K - $8.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-143- 2.61% |
$7.46K - $8.6K
|
5.34K
$256K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-144- 0.38% |
$7.51K - $8.66K
|
38.2K
$1.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
SELL
|
- |
-146- 2.46% |
$7.62K - $8.78K
|
5.78K
$278K
|
|
|
Oct 12, 2021
Q3 2021
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-150- 1.14% |
$7.83K - $9.02K
|
13K
$625K
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-152- 3.45% |
$7.93K - $9.14K
|
4.26K
$204K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-156- 4.18% |
$8.14K - $9.38K
|
3.58K
$172K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-156- 0.07% |
$8.14K - $9.38K
|
234K
$11.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-161- 16.0% |
$8.4K - $9.68K
|
845
$40.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-168- 0.23% |
$8.77K - $10.1K
|
71.9K
$3.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-170- 0.02% |
$8.87K - $10.2K
|
869K
$41.7M
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
SELL
|
- |
-171- 0.32% |
$8.92K - $10.3K
|
52.7K
$2.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-172- 1.97% |
$8.97K - $10.3K
|
8.56K
$411K
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-175- 1.98% |
$9.13K - $10.5K
|
8.65K
$415K
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-176- 0.14% |
$9.18K - $10.6K
|
126K
$6.06M
|
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-179- 1.86% |
$9.34K - $10.8K
|
9.44K
$453K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-180- 4.63% |
$9.39K - $10.8K
|
3.71K
$178K
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-194- 1.57% |
$10.1K - $11.7K
|
12.1K
$583K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-199- 1.04% |
$10.4K - $12K
|
18.9K
$910K
|
|
|
Oct 27, 2021
Q3 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-200- 0.48% |
$10.4K - $12K
|
41.1K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-203- 0.08% |
$10.6K - $12.2K
|
249K
$12M
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-204- 4.66% |
$10.6K - $12.3K
|
4.17K
$200K
|
|
|
Oct 25, 2021
Q3 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-225- 1.51% |
$11.7K - $13.5K
|
14.7K
$707K
|