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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.04% |
$41.2 - $45.2
|
2.8K
$123K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4- 0.07% |
$165 - $181
|
5.44K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-29- 6.61% |
$1.19K - $1.31K
|
410
$18K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-29- 0.54% |
$1.19K - $1.31K
|
5.35K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-35- 14.52% |
$1.44K - $1.58K
|
206
$9.02K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-70- 0.55% |
$2.88K - $3.17K
|
12.8K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93- 10.45% |
$3.83K - $4.21K
|
797
$34.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-131- 0.98% |
$5.39K - $5.92K
|
13.3K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-136- 1.89% |
$5.6K - $6.15K
|
7.05K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-137- 0.91% |
$5.64K - $6.2K
|
14.9K
$654K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-470Closed |
$19.3K - $21.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-473- 0.61% |
$19.5K - $21.4K
|
76.7K
$3.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-656- 7.86% |
$27K - $29.7K
|
7.69K
$337K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-715- 0.5% |
$29.4K - $32.3K
|
142K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.48K- 3.13% |
$60.8K - $66.8K
|
45.7K
$2M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.77K- 14.86% |
$72.9K - $80K
|
10.1K
$444K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.81K- 0.93% |
$74.5K - $81.8K
|
192K
$8.41M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.94K- 24.3% |
$79.7K - $87.6K
|
6.03K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.41K- 12.14% |
$99.1K - $109K
|
17.4K
$762K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.75K- 7.11% |
$154K - $169K
|
48.9K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-4.76K- 7.04% |
$196K - $215K
|
62.8K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.27K- 2.99% |
$299K - $329K
|
236K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-7.57K- 41.76% |
$312K - $342K
|
10.6K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.22K- 49.79% |
$338K - $372K
|
8.29K
$363K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-13.6K- 74.02% |
$560K - $615K
|
4.77K
$209K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-20.3K- 10.16% |
$837K - $920K
|
180K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 50.59% |
$978K - $1.07M
|
23.2K
$1.02M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28.8K- 13.99% |
$1.19M - $1.3M
|
177K
$7.76M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30.6K- 26.42% |
$1.26M - $1.38M
|
85.2K
$3.73M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-190K- 96.44% |
$7.83M - $8.6M
|
7.03K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-283K- 97.9% |
$11.7M - $12.8M
|
6.08K
$266K
|