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 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
14.3KNew |
$747K - $861K
|
14.3K
$620K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
14.3K+ 50.04% |
$747K - $861K
|
42.9K
$1.86M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
13.5K+ 5.9% |
$704K - $811K
|
242K
$10.5M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.3K+ 338.71% |
$695K - $801K
|
17.3K
$747K
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
13.3K+ 7.16% |
$694K - $800K
|
199K
$8.62M
|
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
13K+ 2.09% |
$680K - $784K
|
637K
$27.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 5.0% |
$673K - $776K
|
271K
$11.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12.8K+ 3.92% |
$670K - $773K
|
341K
$14.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Assenagon Asset Management S.A.
|
BUY
|
- |
12.8K+ 330.72% |
$670K - $773K
|
16.7K
$725K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
12.5KNew |
$652K - $751K
|
12.5K
$541K
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.1K+ 4.18% |
$632K - $729K
|
302K
$13.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.1K+ 39.06% |
$632K - $729K
|
43.1K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.8KNew |
$618K - $713K
|
11.8K
$513K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 12.26% |
$608K - $701K
|
107K
$4.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.5K+ 109.54% |
$601K - $693K
|
22K
$954K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.5K+ 109.54% |
$601K - $693K
|
22K
$954K
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
11.4K+ 23.64% |
$593K - $683K
|
59.4K
$2.57M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3K+ 8.99% |
$590K - $680K
|
137K
$5.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.3K+ 8.82% |
$588K - $677K
|
139K
$6.02M
|
|
|
Oct 22, 2021
Q3 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
10.9K+ 142.2% |
$569K - $656K
|
18.6K
$805K
|
|
|
Oct 12, 2021
Q3 2021
|
Denali Advisors LLC
|
BUY
|
- |
10.7KNew |
$558K - $644K
|
10.7K
$464K
|
|
|
Nov 15, 2021
Q3 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.6K+ 61.58% |
$555K - $639K
|
27.9K
$1.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
10.6KNew |
$553K - $637K
|
10.6K
$459K
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10.4K+ 203.49% |
$541K - $623K
|
15.5K
$670K
|
|
|
Nov 12, 2021
Q3 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
10.2KNew |
$534K - $616K
|
10.2K
$444K
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10.2K+ 3.93% |
$532K - $613K
|
270K
$11.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.2K+ 3.76% |
$532K - $613K
|
282K
$12.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$526K - $606K
|
10.1K
$436K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
10.1K+ 2.94% |
$525K - $605K
|
353K
$15.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
10K+ 96.48% |
$523K - $602K
|
20.4K
$884K
|
|
|
Oct 21, 2021
Q3 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
10K+ 2.91% |
$522K - $602K
|
354K
$15.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.98K+ 36.76% |
$521K - $600K
|
37.1K
$1.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.85K+ 109.9% |
$514K - $593K
|
18.8K
$815K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9.75K+ 2.11% |
$509K - $586K
|
472K
$20.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.54K+ 75.42% |
$498K - $574K
|
22.2K
$962K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
9.4K+ 11.71% |
$490K - $565K
|
89.6K
$3.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.36K+ 4.34% |
$488K - $563K
|
225K
$9.74M
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
9.32K+ 7.89% |
$487K - $561K
|
127K
$5.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9.31K+ 25.44% |
$486K - $560K
|
45.9K
$1.99M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
9.23K+ 0.54% |
$481K - $555K
|
1.72M
$74.3M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
9.19K+ 26.02% |
$480K - $553K
|
44.5K
$1.93M
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9.19K+ 12.85% |
$479K - $553K
|
80.7K
$3.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.13K+ 4.19% |
$476K - $549K
|
227K
$9.84M
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
9.03K+ 18.21% |
$471K - $543K
|
58.6K
$2.54M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
8.87K+ 194.88% |
$463K - $533K
|
13.4K
$581K
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.86KNew |
$462K - $533K
|
8.86K
$384K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
8.55K+ 4.38% |
$446K - $514K
|
204K
$8.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.3KNew |
$433K - $499K
|
8.3K
$360K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.26K+ 34.47% |
$431K - $497K
|
32.2K
$1.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8.22K+ 91.4% |
$429K - $494K
|
17.2K
$746K
|