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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10.4K+ 53.12% |
$580K - $678K
|
30K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
10.2K+ 17.19% |
$569K - $665K
|
69.6K
$3.24M
|
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 51.13% |
$565K - $661K
|
30K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.88K+ 2.82% |
$550K - $644K
|
360K
$16.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
9.82K+ 2.99% |
$547K - $639K
|
338K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.8K+ 78.99% |
$546K - $639K
|
22.2K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.68K+ 109.34% |
$539K - $631K
|
18.5K
$863K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
9.59K+ 3.36% |
$534K - $624K
|
295K
$13.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.54K+ 6.87% |
$531K - $622K
|
148K
$6.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.41KNew |
$524K - $613K
|
9.41K
$438K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
9.24K+ 35.97% |
$514K - $602K
|
34.9K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
9.22KNew |
$513K - $600K
|
9.22K
$429K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.2K+ 11.87% |
$512K - $599K
|
86.7K
$4.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
9.05KNew |
$504K - $589K
|
9.05K
$421K
|
|
|
Feb 11, 2022
Q4 2021
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
8.85K+ 0.75% |
$492K - $576K
|
1.19M
$55.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
8.81K+ 0.28% |
$490K - $574K
|
3.11M
$145M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
8.8KNew |
$490K - $573K
|
8.8K
$410K
|
|
|
Jan 31, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
8.75K+ 8.05% |
$487K - $570K
|
117K
$5.47M
|
|
|
Dec 01, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
8.75K+ 8.05% |
$487K - $570K
|
117K
$5.47M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.71K+ 6.64% |
$485K - $567K
|
140K
$6.51M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
8.69K+ 42.6% |
$484K - $566K
|
29.1K
$1.35M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.64K+ 24.92% |
$481K - $563K
|
43.3K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.62KNew |
$480K - $561K
|
8.62K
$401K
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
8.57KNew |
$477K - $558K
|
8.57K
$399K
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.54KNew |
$475K - $556K
|
8.54K
$397K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
8.5KNew |
$473K - $554K
|
8.5K
$396K
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
8.46K+ 97.71% |
$471K - $551K
|
17.1K
$797K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.43K+ 28.97% |
$469K - $549K
|
37.5K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
8.33K+ 35.55% |
$464K - $542K
|
31.8K
$1.48M
|
|
|
Jan 25, 2022
Q4 2021
|
Oak Thistle LLC
|
BUY
|
- |
8.21KNew |
$457K - $534K
|
8.21K
$382K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
8.18K+ 80.41% |
$455K - $533K
|
18.3K
$854K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.15K+ 7.51% |
$453K - $531K
|
117K
$5.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.06K+ 111.89% |
$448K - $525K
|
15.3K
$710K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.99KNew |
$445K - $520K
|
7.99K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.98K+ 0.12% |
$444K - $520K
|
6.53M
$304M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
7.94K+ 9.1% |
$442K - $517K
|
95.2K
$4.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.84K+ 658.49% |
$436K - $510K
|
9.03K
$420K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.59K+ 35.95% |
$422K - $494K
|
28.7K
$1.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
7.58K+ 49.02% |
$422K - $493K
|
23K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
7.57KNew |
$421K - $493K
|
7.57K
$352K
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
7.43K+ 7.85% |
$414K - $484K
|
102K
$4.75M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
7.3K+ 13.2% |
$406K - $476K
|
62.6K
$2.91M
|
|
|
Jan 28, 2022
Q4 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.29KNew |
$406K - $475K
|
7.29K
$339K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.25KNew |
$403K - $472K
|
7.25K
$337K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
7.19K+ 31.83% |
$400K - $468K
|
29.8K
$1.39M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.18K+ 13.35% |
$400K - $468K
|
61K
$2.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
7.17K+ 42.68% |
$399K - $467K
|
24K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
7.06KNew |
$393K - $460K
|
7.06K
$329K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.03KNew |
$391K - $458K
|
7.03K
$327K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.02K+ 1.12% |
$391K - $458K
|
634K
$29.5M
|