Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
214K+ 634.2% |
$6.48M - $7.86M
|
248K
$10.7M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.9KNew |
$452K - $549K
|
14.9K
$644K
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
14.9K+ 2125.93% |
$452K - $548K
|
15.6K
$674K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.92KNew |
$240K - $291K
|
7.92K
$342K
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.5KNew |
$227K - $276K
|
7.5K
$323K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.38K+ 10.76% |
$224K - $271K
|
76K
$3.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.58KNew |
$199K - $242K
|
6.58K
$284K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
6.18K+ 27.36% |
$187K - $227K
|
28.8K
$1.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.46K+ 7.77% |
$165K - $200K
|
75.7K
$3.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.96K+ 19.09% |
$150K - $182K
|
30.9K
$1.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.87K+ 12.45% |
$117K - $142K
|
35K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42K+ 2.11% |
$104K - $126K
|
166K
$7.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.08K+ 0.88% |
$93.3K - $113K
|
351K
$15.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.82K+ 282400.0% |
$85.6K - $104K
|
2.83K
$122K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.59K+ 6.48% |
$78.5K - $95.2K
|
42.5K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.01K+ 11.63% |
$61K - $74K
|
19.3K
$834K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.57K+ 12.23% |
$47.6K - $57.7K
|
14.4K
$622K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
1.52KNew |
$46.1K - $55.8K
|
1.52K
$65.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.39K+ 19.22% |
$42K - $51K
|
8.61K
$371K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
900New |
$27.3K - $33.1K
|
900
$38.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
500+ 10.79% |
$15.2K - $18.4K
|
5.13K
$221K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
316New |
$9.57K - $11.6K
|
316
$13.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
295+ 1.4% |
$8.94K - $10.8K
|
21.4K
$921K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
260+ 0.44% |
$7.88K - $9.55K
|
58.8K
$2.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125New |
$3.79K - $4.59K
|
125
$5.39K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
94New |
$2.85K - $3.45K
|
94
$4.05K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.23% |
$394 - $478
|
5.75K
$248K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
7+ 3.89% |
$212 - $257
|
187
$8.07K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.23% |
$90.9 - $110
|
1.29K
$55.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12- 9.45% |
$364 - $441
|
115
$4.96K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-54- 7.01% |
$1.64K - $1.98K
|
716
$30.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-365Closed |
$11.1K - $13.4K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-865- 3.42% |
$26.2K - $31.8K
|
24.4K
$1.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-991- 6.25% |
$30K - $36.4K
|
14.9K
$641K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.57KClosed |
$47.7K - $57.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.45K- 0.77% |
$104K - $127K
|
442K
$19.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-9.52K- 30.24% |
$289K - $350K
|
22K
$947K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14K- 33.15% |
$425K - $516K
|
28.3K
$1.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.7K- 46.32% |
$477K - $578K
|
18.2K
$787K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.9KClosed |
$695K - $843K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.4KClosed |
$770K - $934K
|
0
$0
|