Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
208K+ 46.97% |
$6.26M - $7.42M
|
650K
$28M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.8KNew |
$2.26M - $2.68M
|
74.8K
$3.23M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.6KNew |
$863K - $1.02M
|
28.6K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$796K - $944K
|
26.4K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$796K - $944K
|
26.4K
$1.14M
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
21.3K+ 36.2% |
$642K - $761K
|
80.1K
$3.45M
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
15.6K+ 99.8% |
$470K - $558K
|
31.2K
$1.35M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.6KNew |
$410K - $487K
|
13.6K
$587K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.42K+ 5.69% |
$284K - $337K
|
175K
$7.55M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.15KNew |
$276K - $327K
|
9.15K
$395K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.09KNew |
$274K - $325K
|
9.09K
$392K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.79K+ 3.55% |
$265K - $314K
|
256K
$11.1M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.53K+ 17.88% |
$167K - $198K
|
36.5K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.6K+ 70.13% |
$109K - $129K
|
8.73K
$377K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.57K+ 14.61% |
$108K - $128K
|
28K
$1.21M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.5K+ 53.14% |
$105K - $125K
|
10.1K
$435K
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
BUY
|
- |
2.84K+ 9.87% |
$85.6K - $102K
|
31.6K
$1.36M
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.03K+ 225.56% |
$61.2K - $72.6K
|
2.93K
$126K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.25K+ 8.68% |
$37.7K - $44.7K
|
15.7K
$676K
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.06K+ 0.3% |
$31.9K - $37.8K
|
352K
$15.2M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
943+ 10.96% |
$28.4K - $33.7K
|
9.55K
$412K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
824+ 1.08% |
$24.8K - $29.5K
|
76.8K
$3.31M
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
800+ 10.67% |
$24.1K - $28.6K
|
8.3K
$358K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
747+ 2.64% |
$22.5K - $26.7K
|
29.1K
$1.25M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
731+ 2.09% |
$22K - $26.1K
|
35.7K
$1.54M
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
642+ 1.51% |
$19.4K - $23K
|
43.2K
$1.86M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
521+ 3.5% |
$15.7K - $18.6K
|
15.4K
$664K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
405New |
$12.2K - $14.5K
|
405
$17.5K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
365New |
$11K - $13K
|
365
$15.7K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
271+ 4.72% |
$8.17K - $9.69K
|
6.02K
$260K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
237+ 1.23% |
$7.15K - $8.47K
|
19.6K
$844K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
127New |
$3.83K - $4.54K
|
127
$5.48K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.31% |
$121 - $143
|
1.29K
$55.6K
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.32% |
$30.2 - $35.8
|
317
$13.7K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.14% |
$30.2 - $35.8
|
717
$30.9K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-21- 0.14% |
$633 - $751
|
14.9K
$643K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-60- 24.59% |
$1.81K - $2.15K
|
184
$7.94K
|
|
Nov 04, 2022
Q3 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-216- 0.98% |
$6.51K - $7.72K
|
21.8K
$938K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-500- 30.66% |
$15.1K - $17.9K
|
1.13K
$48.8K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.49K- 98.29% |
$45K - $53.4K
|
26
$1.12K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.79K- 15.29% |
$84.1K - $99.7K
|
15.5K
$666K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21.2K- 27.97% |
$638K - $757K
|
54.5K
$2.35M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-78.1K- 90.87% |
$2.35M - $2.79M
|
7.85K
$338K
|