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 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-485- 0.62% |
$25.3K - $29.2K
|
77.3K
$3.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-491- 2.24% |
$25.6K - $29.5K
|
21.4K
$941K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-514- 0.42% |
$26.8K - $30.9K
|
121K
$5.31M
|
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-518Closed |
$27K - $31.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-519- 1.57% |
$27.1K - $31.2K
|
32.5K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-519- 1.66% |
$27.1K - $31.2K
|
30.8K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-520- 2.17% |
$27.1K - $31.3K
|
23.4K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-523- 0.22% |
$27.3K - $31.5K
|
232K
$10.2M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-534- 0.68% |
$27.9K - $32.1K
|
77.8K
$3.42M
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-534- 0.18% |
$27.9K - $32.1K
|
300K
$13.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-565- 4.79% |
$29.5K - $34K
|
11.2K
$494K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-568- 10.58% |
$29.6K - $34.2K
|
4.8K
$211K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-585- 34.8% |
$30.5K - $35.2K
|
1.1K
$48.2K
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-610- 6.01% |
$31.8K - $36.7K
|
9.54K
$420K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-618Closed |
$32.2K - $37.2K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-619- 1.33% |
$32.3K - $37.2K
|
45.9K
$2.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-622- 7.95% |
$32.5K - $37.4K
|
7.2K
$317K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-630- 27.45% |
$32.9K - $37.9K
|
1.67K
$73.3K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-631- 11.1% |
$32.9K - $38K
|
5.06K
$223K
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-638- 0.96% |
$33.3K - $38.4K
|
65.9K
$2.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-641- 0.57% |
$33.4K - $38.6K
|
112K
$4.92M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-663- 3.68% |
$34.6K - $39.9K
|
17.4K
$764K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-675- 2.33% |
$35.2K - $40.6K
|
28.3K
$1.25M
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-684- 0.81% |
$35.7K - $41.1K
|
83.9K
$3.69M
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 0.84% |
$36.5K - $42.1K
|
83.1K
$3.66M
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-710- 0.95% |
$37K - $42.7K
|
74.3K
$3.27M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-712- 0.67% |
$37.2K - $42.8K
|
105K
$4.64M
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-713- 3.96% |
$37.2K - $42.9K
|
17.3K
$761K
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-725Closed |
$37.8K - $43.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-725- 7.04% |
$37.8K - $43.6K
|
9.58K
$422K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-730- 3.73% |
$38.1K - $43.9K
|
18.8K
$829K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-745- 2.18% |
$38.9K - $44.8K
|
33.4K
$1.47M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-760- 1.14% |
$39.7K - $45.7K
|
66.1K
$2.91M
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-760- 1.18% |
$39.7K - $45.7K
|
63.7K
$2.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-787- 5.53% |
$41.1K - $47.3K
|
13.4K
$591K
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-800- 1.38% |
$41.7K - $48.1K
|
57.2K
$2.52M
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-825- 2.77% |
$43K - $49.6K
|
28.9K
$1.27M
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-829- 2.15% |
$43.3K - $49.9K
|
37.6K
$1.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-834Closed |
$43.5K - $50.2K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-836- 4.59% |
$43.6K - $50.3K
|
17.4K
$765K
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-838- 18.32% |
$43.7K - $50.4K
|
3.74K
$164K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-848- 1.73% |
$44.2K - $51K
|
48.3K
$2.12M
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-850- 13.54% |
$44.4K - $51.1K
|
5.43K
$239K
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-871- 2.1% |
$45.4K - $52.4K
|
40.7K
$1.79M
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
SELL
|
- |
-877- 1.26% |
$45.8K - $52.8K
|
68.6K
$3.02M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-885- 1.37% |
$46.2K - $53.2K
|
63.9K
$2.81M
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-895- 7.91% |
$46.7K - $53.8K
|
10.4K
$459K
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-900- 1.4% |
$47K - $54.1K
|
63.2K
$2.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-900- 4.86% |
$47K - $54.1K
|
17.6K
$775K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-925- 0.85% |
$48.3K - $55.6K
|
108K
$4.74M
|