Purchases and Sales Made in Q1 2022 in Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information about the institutional ownership of Timothy Plan U S Large/Mid Cap (TPLC) during Q1 2022. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN U S LARGE/MID CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.43M+ 3651.08% |
$81.9M - $93.4M
|
2.5M
$108M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70.2KNew |
$2.37M - $2.7M
|
70.2K
$3.03M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.7KNew |
$1.14M - $1.3M
|
33.7K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.3KNew |
$583K - $665K
|
17.3K
$747K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13.3K+ 3.07% |
$447K - $510K
|
445K
$19.2M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.36K+ 39.55% |
$248K - $283K
|
26K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.95K+ 43.46% |
$234K - $267K
|
22.9K
$990K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.77K+ 41.59% |
$127K - $145K
|
12.8K
$554K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.5K+ 2.2% |
$118K - $134K
|
162K
$7M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.48K+ 154.28% |
$117K - $134K
|
5.73K
$247K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.31K+ 18.61% |
$111K - $127K
|
21.1K
$909K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.88K+ 12.84% |
$97K - $111K
|
25.3K
$1.09M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.72KNew |
$91.8K - $105K
|
2.72K
$117K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.6K+ 6.97% |
$87.7K - $100K
|
39.9K
$1.72M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.01K+ 16.19% |
$33.9K - $38.7K
|
7.22K
$311K
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
702New |
$23.7K - $27K
|
702
$30.3K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
563+ 78.19% |
$19K - $21.6K
|
1.28K
$55.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
540+ 3.52% |
$18.2K - $20.7K
|
15.9K
$684K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
500+ 44.21% |
$16.9K - $19.2K
|
1.63K
$70.3K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
442+ 10.55% |
$14.9K - $17K
|
4.63K
$200K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
400New |
$13.5K - $15.4K
|
400
$17.3K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
350New |
$11.8K - $13.4K
|
350
$15.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
180New |
$6.07K - $6.92K
|
180
$7.76K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
61+ 8.6% |
$2.06K - $2.34K
|
770
$33.2K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18+ 0.06% |
$607 - $692
|
31.1K
$1.34M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12- 9.45% |
$404 - $461
|
115
$4.96K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-94Closed |
$3.17K - $3.61K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-100- 5.98% |
$3.37K - $3.84K
|
1.57K
$67.8K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-209Closed |
$7.04K - $8.03K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-740- 3.17% |
$24.9K - $28.4K
|
22.6K
$974K
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.22K- 0.35% |
$41.1K - $46.9K
|
348K
$15M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.37K- 3.86% |
$46K - $52.4K
|
34K
$1.47M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.5K- 5.58% |
$84.4K - $96.2K
|
42.3K
$1.83M
|
|
|
May 12, 2022
Q1 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-2.86K- 8.33% |
$96.4K - $110K
|
31.5K
$1.36M
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-3.1K- 5.03% |
$105K - $119K
|
58.5K
$2.52M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.82K- 15.93% |
$162K - $185K
|
25.4K
$1.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.03KClosed |
$237K - $270K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.1KClosed |
$441K - $503K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-18.5KClosed |
$624K - $711K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.6KClosed |
$626K - $714K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-35.5KClosed |
$1.2M - $1.36M
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.43M- 97.25% |
$81.8M - $93.3M
|
68.6K
$2.96M
|