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 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-204- 4.66% |
$10.6K - $12.3K
|
4.17K
$184K
|
|
|
Oct 25, 2021
Q3 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-225- 1.51% |
$11.7K - $13.5K
|
14.7K
$648K
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
SELL
|
- |
-230- 1.86% |
$12K - $13.8K
|
12.1K
$535K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-239- 0.68% |
$12.5K - $14.4K
|
34.8K
$1.53M
|
|
|
Oct 20, 2021
Q3 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-246- 1.09% |
$12.8K - $14.8K
|
22.3K
$980K
|
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
SELL
|
- |
-246- 0.28% |
$12.8K - $14.8K
|
87.4K
$3.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-250- 2.26% |
$13K - $15K
|
10.8K
$475K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-252- 1.54% |
$13.1K - $15.2K
|
16.1K
$709K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-255- 1.13% |
$13.3K - $15.3K
|
22.4K
$986K
|
|
|
Oct 08, 2021
Q3 2021
|
New England Research & Management, Inc.
|
SELL
|
- |
-264- 0.96% |
$13.8K - $15.9K
|
27.1K
$1.19M
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-267- 1.73% |
$13.9K - $16.1K
|
15.2K
$669K
|
|
|
Nov 15, 2021
Q3 2021
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-268- 5.55% |
$14K - $16.1K
|
4.56K
$201K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-273- 2.62% |
$14.2K - $16.4K
|
10.1K
$446K
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-287- 6.24% |
$15K - $17.3K
|
4.32K
$190K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-290- 0.6% |
$15.1K - $17.4K
|
48.3K
$2.13M
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-293- 3.06% |
$15.3K - $17.6K
|
9.27K
$408K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-295- 3.53% |
$15.4K - $17.7K
|
8.07K
$355K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-296- 3.71% |
$15.4K - $17.8K
|
7.68K
$338K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-300- 2.66% |
$15.7K - $18K
|
11K
$483K
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-300- 92.31% |
$15.7K - $18K
|
25
$1.1K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-308- 6.62% |
$16.1K - $18.5K
|
4.34K
$191K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-311- 8.24% |
$16.2K - $18.7K
|
3.46K
$152K
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-323- 6.73% |
$16.9K - $19.4K
|
4.48K
$197K
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-335- 3.56% |
$17.5K - $20.2K
|
9.07K
$399K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-342- 16.55% |
$17.8K - $20.6K
|
1.73K
$75.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-350- 1.15% |
$18.3K - $21.1K
|
30K
$1.32M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-350- 18.97% |
$18.3K - $21.1K
|
1.5K
$65.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-350- 0.06% |
$18.3K - $21.1K
|
627K
$27.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-351- 4.81% |
$18.3K - $21.1K
|
6.95K
$306K
|
|
|
Nov 12, 2021
Q3 2021
|
Salzhauer Michael
|
SELL
|
- |
-353- 0.88% |
$18.4K - $21.2K
|
39.6K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-367- 46.63% |
$19.2K - $22.1K
|
420
$18.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-374- 2.65% |
$19.5K - $22.5K
|
13.7K
$604K
|
|
|
Nov 09, 2021
Q3 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-378- 0.95% |
$19.7K - $22.7K
|
39.6K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-390- 2.05% |
$20.4K - $23.5K
|
18.6K
$818K
|
|
|
Nov 15, 2021
Q3 2021
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-400- 0.13% |
$20.9K - $24.1K
|
316K
$13.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-405- 26.52% |
$21.1K - $24.4K
|
1.12K
$49.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-407- 3.38% |
$21.2K - $24.5K
|
11.6K
$512K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-410- 1.8% |
$21.4K - $24.7K
|
22.4K
$986K
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-413- 0.6% |
$21.6K - $24.8K
|
68.6K
$3.02M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-416- 0.79% |
$21.7K - $25K
|
51.9K
$2.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-428- 0.24% |
$22.3K - $25.7K
|
175K
$7.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-428- 2.13% |
$22.3K - $25.7K
|
19.6K
$864K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-442- 0.25% |
$23.1K - $26.6K
|
175K
$7.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-444- 7.6% |
$23.2K - $26.7K
|
5.4K
$238K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-446- 0.73% |
$23.3K - $26.8K
|
60.6K
$2.67M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-452- 7.09% |
$23.6K - $27.2K
|
5.92K
$260K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-470Closed |
$24.5K - $28.3K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-475- 5.29% |
$24.8K - $28.6K
|
8.5K
$374K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-476- 1.51% |
$24.8K - $28.6K
|
31K
$1.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-478- 3.75% |
$24.9K - $28.8K
|
12.3K
$540K
|