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 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
644+ 18.55% |
$35.9K - $42K
|
4.12K
$192K
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
630+ 1.88% |
$35.1K - $41K
|
34.1K
$1.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
628+ 0.26% |
$35K - $40.9K
|
240K
$11.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
623+ 17.54% |
$34.7K - $40.6K
|
4.18K
$194K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
622+ 7.7% |
$34.6K - $40.5K
|
8.7K
$405K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
608+ 3.73% |
$33.8K - $39.6K
|
16.9K
$788K
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
601+ 5.37% |
$33.5K - $39.1K
|
11.8K
$549K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 0.72% |
$33.4K - $39.1K
|
83.7K
$3.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
567+ 1.65% |
$31.6K - $36.9K
|
34.9K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
564+ 5.0% |
$31.4K - $36.7K
|
11.8K
$551K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
560+ 19.08% |
$31.2K - $36.5K
|
3.5K
$163K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
550New |
$30.6K - $35.8K
|
550
$25.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
540+ 5.16% |
$30.1K - $35.2K
|
11K
$512K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
536+ 0.76% |
$29.8K - $34.9K
|
71.5K
$3.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
531+ 2.05% |
$29.6K - $34.6K
|
26.4K
$1.23M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
530New |
$29.5K - $34.5K
|
530
$24.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
526+ 17.23% |
$29.3K - $34.3K
|
3.58K
$167K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
525+ 0.64% |
$29.2K - $34.2K
|
83.2K
$3.87M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
524+ 10.94% |
$29.2K - $34.1K
|
5.31K
$247K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
523+ 2.27% |
$29.1K - $34.1K
|
23.6K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
520+ 15.03% |
$28.9K - $33.9K
|
3.98K
$185K
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
515+ 3.54% |
$28.7K - $33.5K
|
15.1K
$701K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
507+ 6.9% |
$28.2K - $33K
|
7.86K
$366K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
500+ 13.32% |
$27.8K - $32.6K
|
4.26K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.21% |
$27.8K - $32.6K
|
244K
$11.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
498+ 6.92% |
$27.7K - $32.4K
|
7.69K
$358K
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
490+ 7.81% |
$27.3K - $31.9K
|
6.76K
$315K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
483+ 3.18% |
$26.9K - $31.5K
|
15.7K
$730K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
483+ 0.71% |
$26.9K - $31.5K
|
68.2K
$3.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
481+ 12.46% |
$26.8K - $31.3K
|
4.34K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
480+ 2.29% |
$26.7K - $31.3K
|
21.4K
$998K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
467+ 1.06% |
$26K - $30.4K
|
44.6K
$2.08M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
463+ 472.45% |
$25.8K - $30.2K
|
561
$26.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
459+ 2.97% |
$25.6K - $29.9K
|
15.9K
$741K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
458+ 1.06% |
$25.5K - $29.8K
|
43.6K
$2.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
457+ 3.86% |
$25.4K - $29.8K
|
12.3K
$573K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
449+ 5.97% |
$25K - $29.2K
|
7.97K
$371K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
445+ 6.58% |
$24.8K - $29K
|
7.2K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
444+ 4.28% |
$24.7K - $28.9K
|
10.8K
$504K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
437+ 5.13% |
$24.3K - $28.5K
|
8.95K
$417K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
434New |
$24.2K - $28.3K
|
434
$20.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
413+ 4.48% |
$23K - $26.9K
|
9.63K
$448K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
413+ 2.39% |
$23K - $26.9K
|
17.7K
$822K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
410+ 1.8% |
$22.8K - $26.7K
|
23.2K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
409+ 6.71% |
$22.8K - $26.6K
|
6.5K
$303K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
397+ 1.17% |
$22.1K - $25.9K
|
34.2K
$1.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
394New |
$21.9K - $25.7K
|
394
$18.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
377+ 2.97% |
$21K - $24.6K
|
13.1K
$609K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
375+ 6.18% |
$20.9K - $24.4K
|
6.44K
$300K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
372New |
$20.7K - $24.2K
|
372
$17.3K
|