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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13- 2.8% |
$520 - $572
|
452
$19.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-35- 0.29% |
$1.4K - $1.54K
|
12.1K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-118- 2.34% |
$4.72K - $5.19K
|
4.92K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-143- 99.31% |
$5.72K - $6.29K
|
1
$43.2
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-148- 2.02% |
$5.92K - $6.51K
|
7.18K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-283- 4.95% |
$11.3K - $12.4K
|
5.44K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-330- 8.45% |
$13.2K - $14.5K
|
3.58K
$154K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-355- 61.95% |
$14.2K - $15.6K
|
218
$9.42K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-358- 2.32% |
$14.3K - $15.7K
|
15.1K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-431- 35.1% |
$17.2K - $19K
|
797
$34.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-630- 5.25% |
$25.2K - $27.7K
|
11.4K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-681- 3.17% |
$27.2K - $30K
|
20.8K
$900K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-731- 1.09% |
$29.2K - $32.2K
|
66.3K
$2.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-984- 87.78% |
$39.3K - $43.3K
|
137
$5.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.07K- 2.56% |
$42.7K - $47K
|
40.7K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.21K- 6.51% |
$48.2K - $53K
|
17.3K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.36K- 0.69% |
$54.4K - $59.8K
|
196K
$8.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.02K- 82.82% |
$80.8K - $88.9K
|
419
$18.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.18K- 35.19% |
$87.1K - $95.8K
|
4.01K
$173K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-2.52K- 10.26% |
$101K - $111K
|
22K
$952K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.12K- 22.48% |
$165K - $181K
|
14.2K
$614K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.59K- 2.27% |
$184K - $202K
|
198K
$8.54M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 48.53% |
$489K - $538K
|
13K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.7K- 11.97% |
$586K - $645K
|
108K
$4.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-28K- 22.06% |
$1.12M - $1.23M
|
98.9K
$4.27M
|