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 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
8.22K+ 21.62% |
$429K - $494K
|
46.2K
$2M
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8.2K+ 144.9% |
$428K - $493K
|
13.9K
$601K
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
8.19K+ 14.49% |
$427K - $493K
|
64.7K
$2.8M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
8.1K+ 24.28% |
$423K - $487K
|
41.5K
$1.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
7.99KNew |
$417K - $480K
|
7.99K
$346K
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7.88K+ 6.1% |
$411K - $474K
|
137K
$5.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.83K+ 14.87% |
$409K - $471K
|
60.5K
$2.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.8K+ 5.79% |
$407K - $469K
|
143K
$6.18M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
7.63K+ 2.54% |
$398K - $459K
|
308K
$13.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
7.44K+ 5.96% |
$388K - $448K
|
132K
$5.73M
|
|
|
Nov 01, 2021
Q3 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
7.38K+ 9.96% |
$385K - $444K
|
81.5K
$3.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.34K+ 8.03% |
$383K - $441K
|
98.7K
$4.28M
|
|
|
Sep 18, 2023
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
- |
7.32KNew |
$382K - $440K
|
7.32K
$317K
|
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
BUY
|
- |
7.3KNew |
$381K - $439K
|
7.3K
$316K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.3K+ 11.45% |
$381K - $439K
|
71K
$3.08M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.21K+ 10.24% |
$376K - $433K
|
77.5K
$3.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.11KNew |
$371K - $428K
|
7.11K
$308K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
7.08KNew |
$369K - $426K
|
7.08K
$307K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
6.92K+ 3.28% |
$361K - $416K
|
218K
$9.45M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.86K+ 87.02% |
$358K - $412K
|
14.7K
$638K
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.81K+ 34.87% |
$355K - $410K
|
26.3K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.57KNew |
$343K - $395K
|
6.57K
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.55K+ 2.31% |
$342K - $394K
|
290K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
6.47K+ 8.01% |
$338K - $389K
|
87.3K
$3.78M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.45K+ 26.61% |
$337K - $388K
|
30.7K
$1.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6.27KNew |
$327K - $377K
|
6.27K
$272K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.09K+ 24.81% |
$318K - $366K
|
30.6K
$1.33M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
6.06K+ 242.96% |
$316K - $364K
|
8.55K
$370K
|
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
5.95K+ 4.75% |
$311K - $358K
|
131K
$5.69M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
5.75KNew |
$300K - $346K
|
5.75K
$249K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.67K+ 19.8% |
$296K - $341K
|
34.3K
$1.49M
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
5.67K+ 10.92% |
$296K - $341K
|
57.6K
$2.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
5.6K+ 3.35% |
$292K - $337K
|
173K
$7.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.42K+ 52.77% |
$283K - $326K
|
15.7K
$679K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.38K+ 2.09% |
$281K - $324K
|
263K
$11.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
5.35K+ 3.98% |
$279K - $322K
|
140K
$6.05M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.26K+ 19.48% |
$275K - $317K
|
32.3K
$1.4M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.26K+ 19.01% |
$275K - $317K
|
32.9K
$1.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
5.23K+ 10.29% |
$273K - $315K
|
56.1K
$2.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.22K+ 6.25% |
$273K - $314K
|
88.8K
$3.85M
|
|
|
Nov 10, 2021
Q3 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
5.21K+ 35.6% |
$272K - $313K
|
19.8K
$860K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.18KNew |
$270K - $312K
|
5.18K
$224K
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
5.18K+ 0.79% |
$270K - $311K
|
664K
$28.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
5.16K+ 73.03% |
$269K - $311K
|
12.2K
$530K
|
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$260K - $299K
|
4.98K
$216K
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
4.97K+ 18.42% |
$259K - $299K
|
32K
$1.38M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.97KNew |
$259K - $299K
|
4.97K
$215K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.81K+ 65.74% |
$251K - $289K
|
12.1K
$525K
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
4.79K+ 4.28% |
$250K - $288K
|
117K
$5.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.77K+ 39.15% |
$249K - $287K
|
16.9K
$734K
|