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
|
Hamel Associates, Inc.
|
BUY
|
- |
2.7K+ 4.61% |
$150K - $176K
|
61.3K
$2.85M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
2.65K+ 96.54% |
$148K - $173K
|
5.4K
$251K
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.51K+ 1.58% |
$139K - $163K
|
161K
$7.51M
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.48KNew |
$138K - $162K
|
2.48K
$116K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.45K+ 230.75% |
$136K - $159K
|
3.51K
$163K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.41K+ 40.73% |
$134K - $157K
|
8.33K
$388K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.4K+ 4.6% |
$133K - $156K
|
54.6K
$2.54M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.39K+ 0.85% |
$133K - $156K
|
284K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mirova
Paris, I0 |
BUY
|
- |
2.35K+ 12.77% |
$131K - $153K
|
20.7K
$965K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.32K+ 210.07% |
$129K - $151K
|
3.42K
$159K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.26K+ 0.78% |
$126K - $147K
|
293K
$13.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.26KNew |
$126K - $147K
|
2.26K
$105K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.22K+ 17.4% |
$123K - $144K
|
15K
$697K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.21K+ 10.97% |
$123K - $144K
|
22.4K
$1.04M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
2.21K+ 21.34% |
$123K - $144K
|
12.6K
$586K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.21K+ 21.96% |
$123K - $144K
|
12.3K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.21K+ 0.38% |
$123K - $144K
|
589K
$27.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
2.19K+ 16.72% |
$122K - $143K
|
15.3K
$711K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.18KNew |
$121K - $142K
|
2.18K
$101K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.17K+ 6.84% |
$121K - $141K
|
33.8K
$1.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.15K+ 26.93% |
$120K - $140K
|
10.1K
$472K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.06KNew |
$114K - $134K
|
2.06K
$95.7K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.06K+ 7.43% |
$114K - $134K
|
29.7K
$1.38M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
2.05K+ 1.61% |
$114K - $134K
|
130K
$6.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.03K+ 43.14% |
$113K - $132K
|
6.73K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.03K+ 30.7% |
$113K - $132K
|
8.63K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.01K+ 301.5% |
$112K - $131K
|
2.67K
$124K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2K+ 24.56% |
$111K - $130K
|
10.1K
$472K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.95K+ 7.73% |
$108K - $127K
|
27.2K
$1.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.95K+ 6.91% |
$108K - $127K
|
30.1K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.94K+ 26.92% |
$108K - $126K
|
9.14K
$425K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
1.92K+ 8.39% |
$107K - $125K
|
24.8K
$1.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.9K+ 5.52% |
$105K - $123K
|
36.2K
$1.69M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.89K+ 12.24% |
$105K - $123K
|
17.4K
$808K
|
|
|
Jan 20, 2022
Q4 2021
|
Coerente Capital Management
|
BUY
|
- |
1.88K+ 0.52% |
$105K - $123K
|
367K
$17.1M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.88K+ 14.0% |
$105K - $123K
|
15.3K
$713K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.88K+ 12.17% |
$104K - $122K
|
17.3K
$804K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.87K+ 1.12% |
$104K - $122K
|
169K
$7.89M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.87KNew |
$104K - $122K
|
1.87K
$86.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.86K+ 22.37% |
$104K - $121K
|
10.2K
$474K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.81K+ 6.09% |
$100K - $118K
|
31.5K
$1.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.81K+ 2.36% |
$100K - $118K
|
78.5K
$3.65M
|
|
|
Jan 25, 2022
Q4 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.76K+ 1.01% |
$98.1K - $115K
|
176K
$8.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.76K+ 17.01% |
$98K - $115K
|
12.1K
$564K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.74K+ 11.08% |
$96.7K - $113K
|
17.4K
$811K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
1.74K+ 14.67% |
$96.6K - $113K
|
13.6K
$631K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.73K+ 13.79% |
$96.5K - $113K
|
14.3K
$666K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.72K+ 3.6% |
$95.9K - $112K
|
49.5K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.71K+ 28.09% |
$95K - $111K
|
7.78K
$362K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.68K+ 155.27% |
$93.5K - $109K
|
2.76K
$129K
|