Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
287KNew |
$9.41M - $10.4M
|
287K
$12.4M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
87.2KNew |
$2.85M - $3.15M
|
87.2K
$3.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
45.4KNew |
$1.49M - $1.64M
|
45.4K
$1.96M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
28.6K+ 276.21% |
$936K - $1.03M
|
38.9K
$1.68M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.6KNew |
$804K - $887K
|
24.6K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.6KNew |
$642K - $708K
|
19.6K
$847K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
14.5K+ 83.96% |
$475K - $524K
|
31.8K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.1KNew |
$396K - $437K
|
12.1K
$522K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
9.02KNew |
$295K - $326K
|
9.02K
$390K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
8.22KNew |
$269K - $297K
|
8.22K
$355K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.65K+ 23.91% |
$251K - $276K
|
39.7K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.66KNew |
$218K - $241K
|
6.66K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.85KNew |
$191K - $211K
|
5.85K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.79K+ 2.14% |
$190K - $209K
|
276K
$11.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.09K+ 65.42% |
$167K - $184K
|
12.9K
$556K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.89K+ 16.83% |
$127K - $140K
|
27K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.17KNew |
$104K - $115K
|
3.17K
$137K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.16KNew |
$103K - $114K
|
3.16K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
3.08KNew |
$101K - $111K
|
3.08K
$133K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.62K+ 3.24% |
$85.8K - $94.6K
|
83.6K
$3.61M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.54K+ 6.74% |
$50.3K - $55.5K
|
24.3K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.34K+ 0.76% |
$44K - $48.5K
|
178K
$7.67M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.15K+ 2.9% |
$37.8K - $41.7K
|
41K
$1.77M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 10.71% |
$35.2K - $38.8K
|
11.1K
$480K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
753+ 7.56% |
$24.7K - $27.2K
|
10.7K
$463K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
587+ 144.94% |
$19.2K - $21.2K
|
992
$42.8K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
496+ 1.69% |
$16.2K - $17.9K
|
29.8K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
266+ 0.47% |
$8.71K - $9.61K
|
56.9K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
229+ 56.82% |
$7.5K - $8.27K
|
632
$27.3K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
225+ 2.88% |
$7.37K - $8.12K
|
8.02K
$347K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
224+ 7.65% |
$7.33K - $8.09K
|
3.15K
$136K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
191+ 0.43% |
$6.25K - $6.9K
|
44.4K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.18% |
$98.2 - $108
|
1.67K
$72.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$32.7 - $36.1
|
0
$0
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-105Closed |
$3.44K - $3.79K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-347- 2.22% |
$11.4K - $12.5K
|
15.3K
$660K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-628- 6.5% |
$20.6K - $22.7K
|
9.03K
$390K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-721- 2.88% |
$23.6K - $26K
|
24.3K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-900- 60.0% |
$29.5K - $32.5K
|
600
$25.9K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.14K- 48.27% |
$37.4K - $41.2K
|
1.22K
$52.8K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.5K- 17.12% |
$48.9K - $54K
|
7.24K
$313K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.54K- 6.32% |
$50.3K - $55.5K
|
22.8K
$984K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.84K- 23.65% |
$60.1K - $66.3K
|
5.93K
$256K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.12K- 8.25% |
$102K - $113K
|
34.7K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-5.17K- 24.48% |
$169K - $187K
|
15.9K
$688K
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
SELL
|
- |
-5.77K- 15.38% |
$189K - $208K
|
31.8K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.13K- 2.14% |
$233K - $257K
|
325K
$14M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-11.4K- 13.99% |
$375K - $413K
|
70.3K
$3.04M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.9K- 12.37% |
$619K - $683K
|
134K
$5.79M
|