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 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.84K+ 555.8% |
$213K - $250K
|
4.53K
$211K
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
3.74KNew |
$208K - $243K
|
3.74K
$174K
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
3.73KNew |
$208K - $243K
|
3.73K
$174K
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.71KNew |
$207K - $242K
|
3.71K
$173K
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.68KNew |
$205K - $239K
|
3.68K
$171K
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.67KNew |
$204K - $239K
|
3.67K
$171K
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
3.65KNew |
$203K - $238K
|
3.65K
$170K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.64K+ 19.21% |
$203K - $237K
|
22.6K
$1.05M
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
3.63K+ 21.34% |
$202K - $237K
|
20.7K
$962K
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.63K+ 2.55% |
$202K - $237K
|
146K
$6.8M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.62K+ 47.67% |
$202K - $236K
|
11.2K
$522K
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.61K+ 1261.54% |
$201K - $235K
|
3.89K
$181K
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.6K+ 6.05% |
$200K - $235K
|
63.1K
$2.94M
|
|
Mar 09, 2022
Q4 2021
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.59KNew |
$200K - $234K
|
3.59K
$167K
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.58K+ 2.56% |
$199K - $233K
|
143K
$6.67M
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.54KNew |
$197K - $231K
|
3.54K
$165K
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
3.53KNew |
$196K - $230K
|
3.53K
$164K
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.53KNew |
$196K - $230K
|
3.53K
$164K
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.52KNew |
$196K - $230K
|
3.52K
$164K
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.49KNew |
$194K - $227K
|
3.49K
$162K
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.49K+ 4.48% |
$194K - $227K
|
81.3K
$3.78M
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
3.48KNew |
$194K - $227K
|
3.48K
$162K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.46KNew |
$193K - $225K
|
3.46K
$161K
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.46K+ 16.45% |
$192K - $225K
|
24.5K
$1.14M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
3.45K+ 41.28% |
$192K - $224K
|
11.8K
$549K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.44KNew |
$192K - $224K
|
3.44K
$160K
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
3.44KNew |
$192K - $224K
|
3.44K
$160K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
3.38K+ 6.04% |
$188K - $220K
|
59.4K
$2.77M
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.38K+ 10.49% |
$188K - $220K
|
35.6K
$1.66M
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
3.36K+ 1.39% |
$187K - $219K
|
245K
$11.4M
|
|
Feb 14, 2022
Q4 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.36K+ 68.54% |
$187K - $219K
|
8.25K
$384K
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
3.16K+ 4.89% |
$176K - $206K
|
67.9K
$3.16M
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.16K+ 6.49% |
$176K - $206K
|
51.9K
$2.42M
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.14K+ 7.35% |
$175K - $205K
|
45.9K
$2.14M
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.1KNew |
$172K - $202K
|
3.1K
$144K
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
3.08K+ 2.92% |
$171K - $200K
|
108K
$5.04M
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
3.07KNew |
$171K - $200K
|
3.07K
$143K
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.07K+ 3.69% |
$171K - $200K
|
86.2K
$4.01M
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.04K+ 7.08% |
$169K - $198K
|
46K
$2.14M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.03K+ 2.84% |
$169K - $197K
|
110K
$5.11M
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3.01KNew |
$167K - $196K
|
3.01K
$140K
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2.98K+ 3.35% |
$166K - $194K
|
91.7K
$4.27M
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
2.86K+ 24.52% |
$159K - $187K
|
14.5K
$677K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.85K+ 14.21% |
$158K - $185K
|
22.9K
$1.07M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
2.81K+ 35.44% |
$156K - $183K
|
10.7K
$500K
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.8K+ 9.93% |
$156K - $182K
|
31K
$1.44M
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.8K+ 83.96% |
$156K - $182K
|
6.13K
$285K
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.78K+ 16.71% |
$154K - $181K
|
19.4K
$902K
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.74K+ 342.13% |
$152K - $178K
|
3.54K
$165K
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.73K+ 37.59% |
$152K - $178K
|
9.98K
$464K
|