Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
111K+ 7915.37% |
$4.43M - $4.87M
|
112K
$4.84M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
46.3K+ 4308.84% |
$1.85M - $2.04M
|
47.4K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36KNew |
$1.44M - $1.59M
|
36K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.1KNew |
$1.32M - $1.46M
|
33.1K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
29.4K+ 17.06% |
$1.18M - $1.29M
|
202K
$8.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.5K+ 51.44% |
$1.1M - $1.21M
|
80.9K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.2K+ 260.85% |
$969K - $1.07M
|
33.5K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.2KNew |
$569K - $626K
|
14.2K
$614K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.65KNew |
$266K - $292K
|
6.65K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.57K+ 3.92% |
$263K - $289K
|
174K
$7.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.04KNew |
$241K - $265K
|
6.04K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$176K - $194K
|
4.41K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4K+ 1.0% |
$160K - $176K
|
404K
$17.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.99K+ 1.66% |
$159K - $175K
|
244K
$10.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.79K+ 1.6% |
$152K - $167K
|
240K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.71K+ 2.82% |
$109K - $119K
|
99K
$4.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.21K+ 43.32% |
$88.2K - $97K
|
7.3K
$315K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.08K+ 31.85% |
$83.2K - $91.5K
|
8.61K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.07K+ 5.63% |
$82.7K - $91K
|
38.8K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.05K+ 21.15% |
$81.9K - $90.1K
|
11.7K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.02K+ 9.38% |
$80.8K - $88.9K
|
23.6K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.61K+ 10.81% |
$64.4K - $70.8K
|
16.5K
$713K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.6K+ 10.08% |
$64.1K - $70.5K
|
17.5K
$756K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 8.98% |
$41.9K - $46.1K
|
12.7K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.03KNew |
$41.3K - $45.4K
|
1.03K
$44.6K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.01K+ 1.41% |
$40.4K - $44.5K
|
72.7K
$3.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
888New |
$35.5K - $39.1K
|
888
$38.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
838New |
$33.5K - $36.9K
|
838
$36.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
753+ 1.01% |
$30.1K - $33.1K
|
75.6K
$3.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
684+ 4.27% |
$27.3K - $30.1K
|
16.7K
$721K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
564+ 16.36% |
$22.5K - $24.8K
|
4.01K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
520+ 2.99% |
$20.8K - $22.9K
|
17.9K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
504+ 5.46% |
$20.1K - $22.2K
|
9.74K
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
468+ 6.31% |
$18.7K - $20.6K
|
7.88K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
439New |
$17.6K - $19.3K
|
439
$19K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
422+ 0.53% |
$16.9K - $18.6K
|
80.1K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
377+ 13.48% |
$15.1K - $16.6K
|
3.17K
$137K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
364+ 7.61% |
$14.6K - $16K
|
5.15K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
222+ 0.55% |
$8.88K - $9.77K
|
40.6K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
159+ 2.09% |
$6.36K - $6.99K
|
7.76K
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
156New |
$6.24K - $6.86K
|
156
$6.74K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 23.71% |
$3.32K - $3.65K
|
433
$18.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
62+ 0.5% |
$2.48K - $2.73K
|
12.4K
$536K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
57+ 0.4% |
$2.28K - $2.51K
|
14.1K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
34+ 0.17% |
$1.36K - $1.5K
|
20.1K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
33+ 0.28% |
$1.32K - $1.45K
|
12K
$517K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
24+ 0.05% |
$960 - $1.06K
|
51.3K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$40 - $44
|
323
$14K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.98% |
$40 - $44
|
103
$4.45K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.02% |
$40 - $44
|
5.37K
$232K
|