Purchases and Sales Made in Q4 2021 in Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.63K+ 28.5% |
$90.7K - $106K
|
7.35K
$342K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.63K+ 2.31% |
$90.6K - $106K
|
72.2K
$3.36M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
1.62K+ 9.69% |
$90.1K - $105K
|
18.3K
$852K
|
|
|
Jan 31, 2022
Q4 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
1.62K+ 6.89% |
$90.1K - $105K
|
25.1K
$1.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 35.09% |
$89.5K - $105K
|
6.19K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.59K+ 38.19% |
$88.3K - $103K
|
5.74K
$267K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.58K+ 8.39% |
$88K - $103K
|
20.4K
$951K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 4.01% |
$85.3K - $99.8K
|
39.8K
$1.85M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.53K+ 13.58% |
$84.9K - $99.3K
|
12.8K
$594K
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
1.5K+ 46.34% |
$83.5K - $97.7K
|
4.74K
$221K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.5KNew |
$83.3K - $97.5K
|
1.5K
$69.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.45K+ 7.24% |
$80.6K - $94.3K
|
21.5K
$999K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.43K+ 8.45% |
$79.8K - $93.3K
|
18.4K
$856K
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.43KNew |
$79.6K - $93.2K
|
1.43K
$66.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
1.42K+ 1.69% |
$79K - $92.4K
|
85.1K
$3.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.41K+ 19.72% |
$78.7K - $92.1K
|
8.59K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.39K+ 0.48% |
$77.1K - $90.2K
|
290K
$13.5M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.38KNew |
$76.8K - $89.9K
|
1.38K
$64.2K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.38K+ 2.53% |
$76.8K - $89.8K
|
55.8K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.38K+ 4.48% |
$76.6K - $89.6K
|
32.1K
$1.49M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1.38KNew |
$76.5K - $89.6K
|
1.38K
$64K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.37KNew |
$76.2K - $89.2K
|
1.37K
$63.7K
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
1.37K+ 2.59% |
$76K - $88.9K
|
54.1K
$2.52M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.36K+ 2.21% |
$75.8K - $88.7K
|
63.1K
$2.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.35K+ 42.7% |
$75.3K - $88.1K
|
4.52K
$210K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
1.35K+ 1.7% |
$75.1K - $87.9K
|
80.6K
$3.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
1.32K+ 2.85% |
$73.5K - $86K
|
47.6K
$2.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.31K+ 10.69% |
$73.1K - $85.5K
|
13.6K
$633K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
1.3K+ 12.29% |
$72.3K - $84.6K
|
11.9K
$552K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.28K+ 23.27% |
$71K - $83.1K
|
6.75K
$314K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
1.25K+ 22.99% |
$69.4K - $81.2K
|
6.67K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.24K+ 3.49% |
$69.1K - $80.8K
|
36.8K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 12.78% |
$69.1K - $80.8K
|
10.9K
$510K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.24K+ 9.92% |
$68.8K - $80.5K
|
13.7K
$638K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$67.8K - $79.3K
|
1.22K
$56.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
1.21K+ 7.51% |
$67.5K - $79K
|
17.4K
$809K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.18K+ 19.32% |
$65.9K - $77.1K
|
7.31K
$340K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.18K+ 2.56% |
$65.4K - $76.5K
|
47.1K
$2.19M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.16K+ 7.22% |
$64.8K - $75.8K
|
17.3K
$804K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
1.16KNew |
$64.4K - $75.3K
|
1.16K
$53.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.16KNew |
$64.3K - $75.2K
|
1.16K
$53.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.13K+ 6.44% |
$63.1K - $73.8K
|
18.7K
$872K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
1.12K+ 0.66% |
$62.4K - $73K
|
171K
$7.97M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.12K+ 20.23% |
$62.2K - $72.8K
|
6.64K
$309K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.12KNew |
$62.1K - $72.7K
|
1.12K
$51.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.11K+ 4.12% |
$62K - $72.5K
|
28.2K
$1.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.11K+ 1.27% |
$61.8K - $72.4K
|
88.7K
$4.13M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 8.77% |
$61.7K - $72.2K
|
13.8K
$640K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.1K+ 0.63% |
$61.3K - $71.8K
|
176K
$8.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.08K+ 24.27% |
$60.3K - $70.6K
|
5.55K
$258K
|