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
|
Welch & Forbes LLC
|
SELL
|
- |
-873- 1.63% |
$48.6K - $56.9K
|
52.7K
$2.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-900Closed |
$50.1K - $58.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-906- 1.54% |
$50.4K - $59K
|
58.1K
$2.77M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-920- 6.48% |
$51.2K - $59.9K
|
13.3K
$633K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-920- 44.47% |
$51.2K - $59.9K
|
1.15K
$54.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-923- 3.37% |
$51.4K - $60.1K
|
26.5K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-932- 8.37% |
$51.9K - $60.7K
|
10.2K
$487K
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-936- 9.03% |
$52.1K - $61K
|
9.43K
$449K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-944- 1.47% |
$52.6K - $61.5K
|
63.2K
$3.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-959- 1.76% |
$53.4K - $62.5K
|
53.6K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-968- 13.95% |
$53.9K - $63.1K
|
5.97K
$285K
|
|
|
Feb 04, 2022
Q4 2021
|
First Long Island Investors, LLC
|
SELL
|
- |
-991- 0.24% |
$55.2K - $64.6K
|
407K
$19.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-991- 17.44% |
$55.2K - $64.6K
|
4.69K
$224K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-995- 10.73% |
$55.4K - $64.8K
|
8.28K
$395K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-998- 8.62% |
$55.6K - $65K
|
10.6K
$504K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.01K- 4.53% |
$56.1K - $65.7K
|
21.3K
$1.01M
|
|
|
Jan 12, 2022
Q4 2021
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.04K- 1.21% |
$58K - $67.8K
|
84.9K
$4.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.04K- 2.4% |
$58K - $67.8K
|
42.4K
$2.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.05K- 0.94% |
$58.3K - $68.2K
|
110K
$5.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-1.05K- 10.99% |
$58.3K - $68.3K
|
8.49K
$405K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.06K- 2.54% |
$59.2K - $69.2K
|
40.8K
$1.95M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.07K- 11.44% |
$59.6K - $69.7K
|
8.29K
$395K
|
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.07K- 7.28% |
$59.7K - $69.8K
|
13.6K
$651K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-1.08K- 2.82% |
$60.3K - $70.5K
|
37.3K
$1.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.16K- 5.69% |
$64.8K - $75.8K
|
19.3K
$919K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 15.51% |
$64.8K - $75.8K
|
6.34K
$302K
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
SELL
|
- |
-1.18K- 4.22% |
$65.4K - $76.5K
|
26.7K
$1.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.23K- 2.0% |
$68.2K - $79.8K
|
59.9K
$2.86M
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.25K- 2.51% |
$69.6K - $81.4K
|
48.5K
$2.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-1.25K- 4.2% |
$69.6K - $81.4K
|
28.5K
$1.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-1.27K- 5.65% |
$70.5K - $82.5K
|
21.1K
$1.01M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.27K- 2.23% |
$70.9K - $83K
|
55.9K
$2.67M
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.29K- 0.99% |
$72K - $84.3K
|
130K
$6.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.31K- 12.56% |
$72.9K - $85.3K
|
9.11K
$434K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.31K- 1.25% |
$72.9K - $85.3K
|
103K
$4.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.31K- 20.52% |
$73K - $85.5K
|
5.08K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 6.54% |
$74K - $86.6K
|
19K
$905K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.34KClosed |
$74.8K - $87.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.35K- 3.11% |
$75.3K - $88.1K
|
42.1K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.36K- 2.75% |
$75.9K - $88.8K
|
48.2K
$2.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.41K- 1.17% |
$78.7K - $92K
|
119K
$5.69M
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-1.43K- 1.05% |
$79.4K - $93K
|
135K
$6.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.43K- 0.58% |
$79.8K - $93.3K
|
246K
$11.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.46K- 4.45% |
$81.4K - $95.2K
|
31.4K
$1.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.46KClosed |
$81.5K - $95.4K
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
SELL
|
- |
-1.47K- 12.1% |
$81.8K - $95.8K
|
10.7K
$509K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 6.42% |
$81.9K - $95.9K
|
21.5K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.48K- 0.64% |
$82.1K - $96.1K
|
231K
$11M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.49K- 26.94% |
$83.1K - $97.2K
|
4.05K
$193K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.5K- 10.77% |
$83.6K - $97.8K
|
12.4K
$593K
|