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 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.76K+ 27.05% |
$91.9K - $106K
|
8.28K
$394K
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.76K+ 16.44% |
$91.8K - $106K
|
12.5K
$594K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.76K+ 8.43% |
$91.6K - $106K
|
22.6K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.74K+ 2.39% |
$90.7K - $105K
|
74.4K
$3.54M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.71K+ 2.1% |
$89.2K - $103K
|
83.1K
$3.96M
|
|
Oct 15, 2021
Q3 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.7K+ 5.35% |
$88.4K - $102K
|
33.4K
$1.59M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.69K+ 12.3% |
$88.3K - $102K
|
15.5K
$737K
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.68K+ 5.26% |
$87.4K - $101K
|
33.5K
$1.6M
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.67K+ 1.68% |
$87K - $100K
|
101K
$4.82M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.66K+ 14.52% |
$86.6K - $99.8K
|
13.1K
$623K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.65K+ 39.2% |
$86.2K - $99.4K
|
5.87K
$280K
|
|
Nov 12, 2021
Q3 2021
|
Mirova
Paris, I0 |
BUY
|
- |
1.65K+ 9.88% |
$86.2K - $99.4K
|
18.4K
$876K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.64K+ 8.93% |
$85.7K - $98.8K
|
20K
$955K
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.61K+ 1.88% |
$84.2K - $97.1K
|
87.6K
$4.17M
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
1.61K+ 1.46% |
$84.1K - $97K
|
112K
$5.34M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.59K+ 35.06% |
$83K - $95.7K
|
6.13K
$292K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.59K+ 3.0% |
$82.8K - $95.4K
|
54.5K
$2.6M
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.57K+ 0.66% |
$82.1K - $94.6K
|
241K
$11.5M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.55K+ 9.4% |
$81K - $93.4K
|
18.1K
$861K
|
|
Nov 10, 2021
Q3 2021
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.55K+ 2.55% |
$80.9K - $93.2K
|
62.3K
$2.97M
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.5K+ 5.36% |
$78.5K - $90.5K
|
29.5K
$1.41M
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 0.31% |
$78.3K - $90.2K
|
491K
$23.4M
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.5K+ 1.79% |
$78.2K - $90.1K
|
85.3K
$4.06M
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.47K+ 16.56% |
$76.9K - $88.6K
|
10.4K
$494K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
1.45K+ 0.5% |
$75.6K - $87.2K
|
293K
$14M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.42K+ 28.92% |
$73.8K - $85.1K
|
6.31K
$301K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.42KNew |
$73.8K - $85.1K
|
1.42K
$67.4K
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.39K+ 0.21% |
$72.4K - $83.4K
|
671K
$32M
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.38K+ 2.0% |
$72.2K - $83.2K
|
70.6K
$3.36M
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.38K+ 3.65% |
$72K - $82.9K
|
39.1K
$1.86M
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.37K+ 2.45% |
$71.6K - $82.5K
|
57.3K
$2.73M
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
1.36K+ 2.3% |
$70.9K - $81.7K
|
60.4K
$2.88M
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.35K+ 0.23% |
$70.4K - $81.2K
|
587K
$28M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.34KNew |
$70.1K - $80.8K
|
1.34K
$64K
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.29K+ 3.06% |
$67.4K - $77.7K
|
43.4K
$2.07M
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.29K+ 23.36% |
$67.1K - $77.3K
|
6.79K
$323K
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.26K+ 8.08% |
$66K - $76K
|
16.9K
$806K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.26K+ 19.29% |
$65.9K - $76K
|
7.81K
$372K
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.26K+ 3.33% |
$65.7K - $75.8K
|
39.1K
$1.86M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.26K+ 70.03% |
$65.6K - $75.6K
|
3.05K
$145K
|
|
Nov 15, 2021
Q3 2021
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
1.25K+ 4.39% |
$65.2K - $75.2K
|
29.8K
$1.42M
|
|
Nov 12, 2021
Q3 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.25K+ 4.83% |
$65K - $74.9K
|
27K
$1.29M
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
1.24K+ 30.92% |
$64.5K - $74.3K
|
5.23K
$249K
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.23K+ 9.2% |
$63.9K - $73.7K
|
14.5K
$693K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.19K+ 8.51% |
$62K - $71.5K
|
15.2K
$722K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 134.05% |
$61.8K - $71.3K
|
2.07K
$98.6K
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.18K+ 12.8% |
$61.5K - $70.9K
|
10.4K
$495K
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
1.17K+ 5.81% |
$61.3K - $70.6K
|
21.4K
$1.02M
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.17K+ 5.27% |
$61.1K - $70.4K
|
23.4K
$1.11M
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.14K+ 16.25% |
$59.4K - $68.5K
|
8.14K
$388K
|