Purchases and Sales Made in Q1 2025 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 2025. 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 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.5K+ 17.71% |
$886K - $973K
|
143K
$5.92M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
20.6K+ 138.43% |
$847K - $931K
|
35.5K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16.6K+ 15.73% |
$682K - $749K
|
122K
$5.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.46KNew |
$307K - $337K
|
7.46K
$308K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.85KNew |
$282K - $310K
|
6.85K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.98K+ 6.16% |
$205K - $225K
|
85.8K
$3.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
4.86K+ 0.75% |
$200K - $220K
|
648K
$26.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9K+ 32.04% |
$119K - $131K
|
12K
$494K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2.82K+ 15.77% |
$116K - $127K
|
20.7K
$855K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.19K+ 2.33% |
$48.9K - $53.7K
|
52.2K
$2.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
625+ 9.75% |
$25.7K - $28.3K
|
7.03K
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
403+ 1.48% |
$16.6K - $18.2K
|
27.6K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
344+ 1.89% |
$14.2K - $15.6K
|
18.6K
$768K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
288New |
$11.9K - $13K
|
288
$11.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
196+ 2.71% |
$8.07K - $8.86K
|
7.42K
$307K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 2.25% |
$823 - $904
|
908
$37.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 26.39% |
$782 - $859
|
91
$3.76K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-70- 0.55% |
$2.88K - $3.17K
|
12.8K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-131- 0.98% |
$5.39K - $5.92K
|
13.3K
$549K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-137- 0.91% |
$5.64K - $6.2K
|
14.9K
$617K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-715- 0.5% |
$29.4K - $32.3K
|
142K
$5.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.77K- 14.86% |
$72.9K - $80K
|
10.1K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-4.76K- 7.04% |
$196K - $215K
|
62.8K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.27K- 2.99% |
$299K - $329K
|
236K
$9.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-13.6K- 74.02% |
$560K - $615K
|
4.77K
$197K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-20.3K- 10.16% |
$837K - $920K
|
180K
$7.43M
|