Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
156K+ 10039.67% |
$5.85M - $6.59M
|
158K
$6.82M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
66.1K+ 17.94% |
$2.47M - $2.78M
|
435K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
57.6K+ 503.29% |
$2.15M - $2.42M
|
69K
$2.98M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.2K+ 24.73% |
$1.39M - $1.57M
|
187K
$8.1M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.2K+ 301.7% |
$978K - $1.1M
|
34.8K
$1.5M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 23.44% |
$840K - $946K
|
118K
$5.11M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.6KNew |
$808K - $911K
|
21.6K
$934K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.6KNew |
$732K - $825K
|
19.6K
$846K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
18.6K+ 1305.54% |
$695K - $783K
|
20K
$865K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 28.07% |
$582K - $655K
|
71K
$3.07M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.2KNew |
$531K - $599K
|
14.2K
$614K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11KNew |
$412K - $464K
|
11K
$476K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.3K+ 28.98% |
$310K - $350K
|
36.9K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.05KNew |
$263K - $297K
|
7.05K
$305K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.71KNew |
$251K - $283K
|
6.71K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.78KNew |
$179K - $201K
|
4.78K
$207K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.57K+ 9.1% |
$134K - $150K
|
42.8K
$1.85M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 31.77% |
$119K - $135K
|
13.3K
$572K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.15K+ 37.15% |
$118K - $133K
|
11.6K
$503K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.89K+ 6.1% |
$108K - $122K
|
50.2K
$2.17M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.22K+ 22.38% |
$82.9K - $93.4K
|
12.1K
$524K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 32.41% |
$66.8K - $75.3K
|
7.31K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.51K+ 4.85% |
$56.4K - $63.5K
|
32.6K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.2K+ 1.33% |
$44.7K - $50.3K
|
90.9K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.15K+ 22.37% |
$42.8K - $48.3K
|
6.27K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.12K+ 4.09% |
$41.7K - $47K
|
28.4K
$1.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.11K+ 8.01% |
$41.3K - $46.6K
|
14.9K
$644K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
985+ 2.39% |
$36.8K - $41.5K
|
42.2K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
983+ 7.42% |
$36.7K - $41.4K
|
14.2K
$615K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
879New |
$32.8K - $37K
|
879
$38K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
778+ 4.21% |
$29.1K - $32.8K
|
19.2K
$831K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
664+ 2.83% |
$24.8K - $28K
|
24.2K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
624+ 0.71% |
$23.3K - $26.3K
|
89.1K
$3.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
611+ 2.26% |
$22.8K - $25.7K
|
27.6K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
573New |
$21.4K - $24.1K
|
573
$24.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
326New |
$12.2K - $13.7K
|
326
$14.1K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
326+ 1.87% |
$12.2K - $13.7K
|
17.7K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
289+ 1.74% |
$10.8K - $12.2K
|
16.9K
$728K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
145+ 11.03% |
$5.42K - $6.11K
|
1.46K
$63.1K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139+ 12.28% |
$5.19K - $5.85K
|
1.27K
$54.9K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139+ 12.28% |
$5.19K - $5.85K
|
1.27K
$54.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
110+ 0.49% |
$4.11K - $4.63K
|
22.4K
$965K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43+ 3.5% |
$1.61K - $1.81K
|
1.27K
$54.9K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
33New |
$1.23K - $1.39K
|
33
$1.43K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
33New |
$1.23K - $1.39K
|
33
$1.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.2% |
$262 - $295
|
3.44K
$149K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.14% |
$112 - $126
|
2.19K
$94.5K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.15% |
$74.7 - $84.2
|
1.37K
$59K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$37.4 - $42.1
|
322
$13.9K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$37.4 - $42.1
|
0
$0
|