Purchases and Sales Made in Q3 2023 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 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.9K+ 67.32% |
$2.06M - $2.22M
|
149K
$6.43M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47K+ 226.23% |
$1.61M - $1.74M
|
67.8K
$2.93M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.9KNew |
$1.06M - $1.15M
|
30.9K
$1.34M
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
24.1KNew |
$825K - $892K
|
24.1K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.5K+ 9.69% |
$598K - $647K
|
197K
$8.53M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.83K+ 2.78% |
$337K - $364K
|
363K
$15.7M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
9.3K+ 11.36% |
$319K - $345K
|
91.1K
$3.94M
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.81KNew |
$268K - $290K
|
7.81K
$337K
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
7.69K+ 2.42% |
$264K - $285K
|
325K
$14M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.38KNew |
$253K - $274K
|
7.38K
$319K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.46K+ 25.77% |
$221K - $239K
|
31.5K
$1.36M
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.34KNew |
$217K - $235K
|
6.34K
$274K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.93K+ 9.2% |
$203K - $220K
|
70.4K
$3.04M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.85KNew |
$200K - $217K
|
5.85K
$252K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.43K+ 47.93% |
$152K - $164K
|
13.7K
$590K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.04K+ 4.79% |
$139K - $150K
|
88.3K
$3.82M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4K+ 27.25% |
$137K - $148K
|
18.7K
$806K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.03K+ 139.21% |
$104K - $112K
|
5.2K
$225K
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 11.15% |
$82.8K - $89.6K
|
24.1K
$1.04M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.81K+ 4.71% |
$62.2K - $67.2K
|
40.3K
$1.74M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.7K+ 14.34% |
$58.2K - $63K
|
13.5K
$585K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.53K+ 25.86% |
$52.3K - $56.5K
|
7.42K
$321K
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
1.5KNew |
$51.4K - $55.6K
|
1.5K
$64.8K
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
1.48K+ 10.18% |
$50.7K - $54.9K
|
16K
$692K
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.23K+ 2.79% |
$42K - $45.5K
|
45.1K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.21K+ 17.79% |
$41.4K - $44.8K
|
7.99K
$345K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.04K+ 6.42% |
$35.5K - $38.4K
|
17.2K
$742K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
806+ 9.2% |
$27.6K - $29.9K
|
9.57K
$413K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
682+ 11.63% |
$23.4K - $25.3K
|
6.55K
$283K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
591New |
$20.3K - $21.9K
|
591
$25.5K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
550+ 17.38% |
$18.9K - $20.4K
|
3.71K
$160K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
358+ 88.4% |
$12.3K - $13.3K
|
763
$33K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
357+ 11.1% |
$12.2K - $13.2K
|
3.57K
$154K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
254+ 2.2% |
$8.71K - $9.42K
|
11.8K
$510K
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
240+ 26.67% |
$8.23K - $8.9K
|
1.14K
$49.2K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
204+ 1.5% |
$7K - $7.56K
|
13.8K
$597K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150+ 1.87% |
$5.14K - $5.56K
|
8.17K
$353K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55+ 0.12% |
$1.89K - $2.04K
|
45.6K
$1.97M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27+ 0.84% |
$926 - $1K
|
3.25K
$140K
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13+ 0.19% |
$446 - $482
|
6.82K
$295K
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
6+ 0.12% |
$206 - $222
|
4.82K
$208K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.19% |
$206 - $222
|
3.17K
$137K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5+ 5.0% |
$171 - $185
|
105
$4.53K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.14% |
$103 - $111
|
2.18K
$94.2K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.07% |
$34.3 - $37.1
|
1.39K
$60.1K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$34.3 - $37.1
|
320
$13.8K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-22- 0.07% |
$754 - $816
|
30.4K
$1.31M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-29- 0.14% |
$994 - $1.08K
|
20.6K
$891K
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-55- 0.08% |
$1.89K - $2.04K
|
70.5K
$3.04M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-144- 1.03% |
$4.94K - $5.34K
|
13.8K
$597K
|