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 12, 2021
Q3 2021
|
Salem Capital Management Inc
|
BUY
|
- |
3.55K+ 5.32% |
$185K - $214K
|
70.2K
$3.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
3.55KNew |
$185K - $213K
|
3.55K
$169K
|
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
3.54KNew |
$185K - $213K
|
3.54K
$169K
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
BUY
|
- |
3.53KNew |
$184K - $212K
|
3.53K
$168K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.53K+ 4.83% |
$184K - $212K
|
76.6K
$3.65M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3.53KNew |
$184K - $212K
|
3.53K
$168K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
3.52KNew |
$184K - $212K
|
3.52K
$168K
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.52KNew |
$184K - $212K
|
3.52K
$168K
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
3.52KNew |
$184K - $212K
|
3.52K
$168K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.52KNew |
$183K - $211K
|
3.52K
$168K
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
3.51KNew |
$183K - $211K
|
3.51K
$167K
|
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3.5KNew |
$183K - $211K
|
3.5K
$167K
|
|
|
Oct 29, 2021
Q3 2021
|
Harbor Advisors LLC
|
BUY
|
- |
3.5KNew |
$183K - $211K
|
3.5K
$167K
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.5KNew |
$183K - $210K
|
3.5K
$167K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.49K+ 19.48% |
$182K - $210K
|
21.4K
$1.02M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.49K+ 51.59% |
$182K - $210K
|
10.2K
$488K
|
|
|
Oct 14, 2021
Q3 2021
|
Northside Capital Management, LLC
|
BUY
|
- |
3.49KNew |
$182K - $210K
|
3.49K
$166K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.47KNew |
$181K - $208K
|
3.47K
$165K
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
3.46KNew |
$180K - $208K
|
3.46K
$165K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.46K+ 3.94% |
$180K - $208K
|
91.2K
$4.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
3.46KNew |
$180K - $208K
|
3.46K
$165K
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
3.45KNew |
$180K - $208K
|
3.45K
$165K
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
3.45KNew |
$180K - $208K
|
3.45K
$164K
|
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
3.45KNew |
$180K - $207K
|
3.45K
$164K
|
|
|
Nov 03, 2021
Q3 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
3.45KNew |
$180K - $207K
|
3.45K
$164K
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.43KNew |
$179K - $206K
|
3.43K
$163K
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
3.41KNew |
$178K - $205K
|
3.41K
$162K
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3.4K+ 4.19% |
$178K - $205K
|
84.5K
$4.03M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
3.31K+ 4.35% |
$173K - $199K
|
79.3K
$3.78M
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
3.24KNew |
$169K - $195K
|
3.24K
$154K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.2K+ 37.96% |
$167K - $192K
|
11.6K
$554K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.19K+ 9.61% |
$166K - $192K
|
36.4K
$1.73M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.12KNew |
$163K - $188K
|
3.12K
$149K
|
|
|
Nov 10, 2021
Q3 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
3.1K+ 15.21% |
$162K - $186K
|
23.5K
$1.12M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.09K+ 59.37% |
$161K - $186K
|
8.31K
$396K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.09K+ 17.68% |
$161K - $186K
|
20.5K
$979K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.08K+ 2.75% |
$161K - $185K
|
115K
$5.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.06K+ 49.3% |
$160K - $184K
|
9.28K
$442K
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
BUY
|
- |
3.05K+ 16.39% |
$159K - $183K
|
21.7K
$1.03M
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.03K+ 6.53% |
$158K - $182K
|
49.3K
$2.35M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
3.02K+ 59.72% |
$158K - $182K
|
8.08K
$385K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.99K+ 2.06% |
$156K - $180K
|
148K
$7.05M
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
BUY
|
- |
2.99K+ 1.11% |
$156K - $180K
|
271K
$12.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.93K+ 2.66% |
$153K - $176K
|
113K
$5.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.92K+ 4.81% |
$152K - $176K
|
63.6K
$3.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.9K+ 67.51% |
$151K - $174K
|
7.2K
$343K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.89K+ 15.98% |
$151K - $174K
|
21K
$999K
|
|
|
Nov 15, 2021
Q3 2021
|
Abrdn PLC
|
BUY
|
- |
2.73K+ 0.49% |
$142K - $164K
|
558K
$26.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.71K+ 15.65% |
$141K - $163K
|
20K
$953K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
2.66K+ 29.01% |
$139K - $160K
|
11.8K
$564K
|