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 04, 2021
Q3 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.62K+ 1.1% |
$136K - $157K
|
240K
$10.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.55K+ 1.89% |
$133K - $154K
|
138K
$5.96M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.55K+ 10.83% |
$133K - $153K
|
26.1K
$1.13M
|
|
|
Oct 12, 2021
Q3 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.54K+ 13.99% |
$133K - $153K
|
20.7K
$897K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
2.53K+ 23.9% |
$132K - $152K
|
13.1K
$567K
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.52K+ 5.66% |
$131K - $152K
|
47K
$2.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.51K+ 1.05% |
$131K - $151K
|
242K
$10.5M
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.5K+ 4.39% |
$130K - $150K
|
59.5K
$2.58M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.48K+ 4.48% |
$129K - $149K
|
57.7K
$2.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.45K+ 27.83% |
$128K - $148K
|
11.3K
$488K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.45K+ 24.02% |
$128K - $147K
|
12.6K
$548K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.44K+ 25.98% |
$127K - $147K
|
11.8K
$513K
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
2.4KNew |
$125K - $144K
|
2.4K
$104K
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
2.4K+ 2.26% |
$125K - $144K
|
108K
$4.69M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
2.38K+ 20.91% |
$124K - $143K
|
13.7K
$595K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
2.36K+ 30.23% |
$123K - $142K
|
10.2K
$441K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 705.42% |
$122K - $141K
|
2.67K
$116K
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.33K+ 12.84% |
$122K - $140K
|
20.5K
$887K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.3K+ 10.51% |
$120K - $138K
|
24.2K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.3K+ 9.15% |
$120K - $138K
|
27.4K
$1.19M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.29K+ 11.0% |
$119K - $138K
|
23.1K
$1M
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
2.29K+ 9.77% |
$119K - $138K
|
25.7K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
2.27K+ 26.3% |
$118K - $136K
|
10.9K
$472K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.26K+ 4.81% |
$118K - $136K
|
49.2K
$2.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.24K+ 44.25% |
$117K - $135K
|
7.29K
$316K
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.18K+ 1.8% |
$113K - $131K
|
123K
$5.33M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.16K+ 0.07% |
$113K - $130K
|
3.05M
$132M
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.13K+ 24.04% |
$111K - $128K
|
11K
$477K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.11KNew |
$110K - $127K
|
2.11K
$91.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.1K+ 30.8% |
$110K - $127K
|
8.94K
$387K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
2.09KNew |
$109K - $126K
|
2.09K
$90.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.06K+ 23.13% |
$107K - $124K
|
10.9K
$474K
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.06K+ 0.12% |
$107K - $124K
|
1.73M
$74.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.99K+ 7.15% |
$104K - $120K
|
29.9K
$1.29M
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.97K+ 18.99% |
$103K - $119K
|
12.4K
$536K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.97K+ 19.1% |
$103K - $118K
|
12.3K
$532K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
1.97K+ 9.41% |
$103K - $118K
|
22.9K
$991K
|
|
|
Oct 27, 2021
Q3 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.95K+ 1.25% |
$102K - $118K
|
159K
$6.88M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.95K+ 3.26% |
$102K - $117K
|
61.7K
$2.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.92K+ 4.62% |
$100K - $115K
|
43.5K
$1.88M
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.92K+ 2.34% |
$99.9K - $115K
|
83.8K
$3.63M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.9K+ 15.79% |
$99.2K - $114K
|
13.9K
$604K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 15.79% |
$99.2K - $114K
|
13.9K
$604K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.87K+ 35.17% |
$97.7K - $113K
|
7.19K
$312K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.83KNew |
$95.5K - $110K
|
1.83K
$79.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.8K+ 12.18% |
$93.8K - $108K
|
16.6K
$717K
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.8K+ 43.14% |
$93.7K - $108K
|
5.96K
$258K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.79K+ 16.55% |
$93.1K - $107K
|
12.6K
$545K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
1.76K+ 0.89% |
$92K - $106K
|
200K
$8.68M
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.76K+ 27.05% |
$91.9K - $106K
|
8.28K
$359K
|