Purchases and Sales Made in Q2 2023 in Timothy Plan U S Large/Mid Cap (TPLC)

TPLC Quotes by TradingView

This table provides information about the institutional ownership of Timothy Plan U S Large/Mid Cap (TPLC) during Q2 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
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
103K
+ 41.26%
$3.43M - $3.72M
354K $15.3M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
61.4K
+ 249.86%
$2.04M - $2.21M
85.9K $3.71M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
54.9K
+ 203.32%
$1.82M - $1.97M
81.8K $3.53M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
49.4K
+ 124.53%
$1.64M - $1.78M
89K $3.85M
Jul 14, 2023 Q2 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
30.2K
+ 10.51%
$1M - $1.09M
317K $13.7M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
20.1K
+ 3186.55%
$669K - $725K
20.8K $897K
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

BUY
 -
18.3K
+ 151.6%
$609K - $660K
30.4K $1.31M
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

BUY
 -
10.6K
+ 95.1%
$351K - $380K
21.7K $936K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
9.24K
New
$307K - $332K
9.24K $399K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
7.56K
+ 13.29%
$251K - $272K
64.4K $2.78M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.56K
+ 11.12%
$151K - $164K
45.5K $1.97M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.79K
+ 10.9%
$126K - $136K
38.5K $1.66M
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
2.82K
+ 31.19%
$93.6K - $101K
11.8K $511K
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.44K
+ 1.37%
$81.1K - $87.8K
180K $7.77M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.26K
+ 9.91%
$75.1K - $81.2K
25.1K $1.08M
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
2.17K
New
$72.2K - $78.2K
2.17K $93.9K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
2.09K
+ 35.27%
$69.5K - $75.2K
8.02K $346K
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
1.99K
+ 162.88%
$66.2K - $71.7K
3.22K $139K
Aug 02, 2023 Q2 2023
Values First Advisors, Inc.

BUY
 -
1.73K
+ 56.13%
$57.5K - $62.2K
4.81K $208K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.5K
New
$49.8K - $53.9K
1.5K $64.7K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
1.15K
New
$38.1K - $41.2K
1.15K $49.5K
Jul 28, 2023 Q2 2023
Bank Of New Hampshire

BUY
 -
900
New
$29.9K - $32.4K
900 $38.9K
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
835
+ 7.79%
$27.8K - $30K
11.6K $499K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
722
+ 2.42%
$24K - $26K
30.5K $1.32M
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
715
+ 0.86%
$23.8K - $25.7K
84.3K $3.64M
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
641
+ 85.58%
$21.3K - $23.1K
1.39K $60K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
507
+ 30.34%
$16.9K - $18.2K
2.18K $94.1K
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
447
+ 3.31%
$14.9K - $16.1K
14K $603K
Aug 08, 2023 Q2 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
430
+ 0.13%
$14.3K - $15.5K
326K $14.1M
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
217
+ 0.31%
$7.21K - $7.81K
70.5K $3.05M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
145
+ 2.18%
$4.82K - $5.22K
6.81K $294K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
100
New
$3.32K - $3.6K
100 $4.32K
Aug 09, 2023 Q2 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
81
+ 0.25%
$2.69K - $2.91K
31.9K $1.38M
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
44
+ 1.39%
$1.46K - $1.58K
3.22K $139K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
17
+ 0.29%
$565 - $612
5.86K $253K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
10
+ 0.32%
$332 - $360
3.16K $137K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
9
+ 0.28%
$299 - $324
3.17K $137K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1
New
$33.2 - $36
1 $43.2
Aug 08, 2023 Q2 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1
+ 0.31%
$33.2 - $36
319 $13.8K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

SELL
 -
-273
- 3.02%
$9.07K - $9.82K
8.76K $378K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-368
- 1.75%
$12.2K - $13.2K
20.7K $893K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-381
- 2.96%
$12.7K - $13.7K
12.5K $540K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-455
- 6.29%
$15.1K - $16.4K
6.78K $293K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-473
- 2.67%
$15.7K - $17K
17.3K $746K
Aug 04, 2023 Q2 2023
Legacy Wealth Asset Management, LLC

SELL
 -
-511
- 1.15%
$17K - $18.4K
43.9K $1.9M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

SELL
 -
-587
- 59.17%
$19.5K - $21.1K
405 $17.5K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
SELL
 -
-603
- 7.34%
$20K - $21.7K
7.62K $329K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-619
- 4.05%
$20.6K - $22.3K
14.7K $633K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

SELL
 -
-1.3K
- 16.23%
$43.3K - $46.8K
6.72K $290K

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