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 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
5.06K+ 4.33% |
$281K - $329K
|
122K
$5.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.03KNew |
$280K - $328K
|
5.03K
$234K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
5K+ 37.27% |
$278K - $326K
|
18.4K
$857K
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
4.95K+ 6.08% |
$276K - $322K
|
86.4K
$4.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Reliant Investment Management, LLC
|
BUY
|
- |
4.95K+ 6.42% |
$275K - $322K
|
81.9K
$3.81M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.84KNew |
$269K - $315K
|
4.84K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.82KNew |
$268K - $314K
|
4.82K
$224K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.8K+ 26.91% |
$267K - $312K
|
22.6K
$1.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.78K+ 1.31% |
$266K - $311K
|
369K
$17.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.74K+ 17.22% |
$264K - $308K
|
32.2K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.69K+ 2.45% |
$261K - $306K
|
196K
$9.14M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.68KNew |
$261K - $305K
|
4.68K
$218K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.66K+ 15.2% |
$259K - $303K
|
35.3K
$1.64M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.66K+ 5.77% |
$259K - $303K
|
85.4K
$3.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.65K+ 14.44% |
$259K - $303K
|
36.9K
$1.72M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.63K+ 14.49% |
$258K - $301K
|
36.6K
$1.7M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.61KNew |
$257K - $300K
|
4.61K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.6K+ 58.5% |
$256K - $300K
|
12.5K
$581K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.6KNew |
$256K - $300K
|
4.6K
$214K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
4.59KNew |
$255K - $299K
|
4.59K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.57KNew |
$254K - $297K
|
4.57K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.51K+ 0.66% |
$251K - $294K
|
685K
$31.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
4.43KNew |
$247K - $289K
|
4.43K
$206K
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.42KNew |
$246K - $288K
|
4.42K
$206K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.41KNew |
$245K - $287K
|
4.41K
$205K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.39KNew |
$244K - $286K
|
4.39K
$204K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.38K+ 2.8% |
$244K - $285K
|
161K
$7.5M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.38KNew |
$244K - $285K
|
4.38K
$204K
|
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4.37KNew |
$243K - $284K
|
4.37K
$203K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.33K+ 21.1% |
$241K - $282K
|
24.9K
$1.16M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.28KNew |
$238K - $278K
|
4.28K
$199K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.26KNew |
$237K - $278K
|
4.26K
$198K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
4.25K+ 262.79% |
$237K - $277K
|
5.87K
$273K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.2KNew |
$234K - $274K
|
4.2K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.2KNew |
$234K - $273K
|
4.2K
$195K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.19KNew |
$233K - $273K
|
4.19K
$195K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
4.15KNew |
$231K - $270K
|
4.15K
$193K
|
|
|
Feb 11, 2022
Q4 2021
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
4.13K+ 6.62% |
$230K - $269K
|
66.5K
$3.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.13K+ 16.03% |
$230K - $269K
|
29.9K
$1.39M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
4.11KNew |
$229K - $268K
|
4.11K
$191K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
4.11KNew |
$229K - $267K
|
4.11K
$191K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.1KNew |
$228K - $267K
|
4.1K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.04KNew |
$225K - $263K
|
4.04K
$188K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.02K+ 29.45% |
$224K - $262K
|
17.6K
$822K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.01K+ 48.4% |
$223K - $261K
|
12.3K
$572K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
4KNew |
$223K - $261K
|
4K
$186K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
4KNew |
$223K - $261K
|
4K
$186K
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3.96KNew |
$220K - $258K
|
3.96K
$184K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.92K+ 4.67% |
$218K - $255K
|
87.8K
$4.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.88K+ 17.84% |
$216K - $253K
|
25.6K
$1.19M
|