Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.8KNew |
$753K - $807K
|
21.8K
$942K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.75K+ 77.76% |
$198K - $213K
|
13.1K
$567K
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
3.89K+ 6.93% |
$134K - $144K
|
60.1K
$2.59M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.66K+ 8.21% |
$91.6K - $98.2K
|
35K
$1.51M
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.16K+ 6.69% |
$74.5K - $79.9K
|
34.4K
$1.49M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.14K+ 13.31% |
$73.9K - $79.2K
|
18.2K
$787K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.67KNew |
$57.7K - $61.8K
|
1.67K
$72.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.58K+ 21.08% |
$54.4K - $58.4K
|
9.07K
$391K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.52K+ 9.66% |
$52.3K - $56.1K
|
17.2K
$743K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.13KNew |
$39K - $41.8K
|
1.13K
$48.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
791New |
$27.3K - $29.2K
|
791
$34.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
735+ 48.8% |
$25.3K - $27.2K
|
2.24K
$96.7K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
692+ 10.95% |
$23.9K - $25.6K
|
7.01K
$302K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
425+ 15.67% |
$14.6K - $15.7K
|
3.14K
$135K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
410New |
$14.1K - $15.2K
|
410
$17.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
327+ 96.75% |
$11.3K - $12.1K
|
665
$28.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
203+ 1.6% |
$7K - $7.5K
|
12.9K
$555K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
51+ 40.16% |
$1.76K - $1.88K
|
178
$7.68K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.14% |
$34.5 - $37
|
718
$31K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.14% |
$34.5 - $37
|
708
$30.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$34.5 - $37
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-64Closed |
$2.21K - $2.37K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-235Closed |
$8.1K - $8.69K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-336Closed |
$11.6K - $12.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-475Closed |
$16.4K - $17.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.25K- 4.44% |
$42.9K - $46.1K
|
26.8K
$1.16M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.01K- 11.3% |
$138K - $148K
|
31.5K
$1.36M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.35K- 17.36% |
$322K - $346K
|
44.5K
$1.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5KClosed |
$397K - $425K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-28.7K- 5.59% |
$990K - $1.06M
|
484K
$20.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41KClosed |
$1.41M - $1.52M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52.2K- 10.93% |
$1.8M - $1.93M
|
426K
$18.4M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-66.6KClosed |
$2.3M - $2.46M
|
0
$0
|