Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
349KNew |
$12.1M - $13.5M
|
349K
$15.1M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
66.6KNew |
$2.31M - $2.58M
|
66.6K
$2.87M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.2KNew |
$1.05M - $1.17M
|
30.2K
$1.3M
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
23.3KNew |
$808K - $904K
|
23.3K
$1.01M
|
|
Feb 11, 2022
Q4 2021
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
21.5K+ 167.03% |
$744K - $833K
|
34.4K
$1.48M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17K+ 2145.64% |
$588K - $658K
|
17.8K
$766K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16KNew |
$554K - $620K
|
16K
$690K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.3KNew |
$531K - $594K
|
15.3K
$661K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.1KNew |
$454K - $508K
|
13.1K
$565K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.51K+ 31.7% |
$295K - $330K
|
35.3K
$1.52M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.21KNew |
$215K - $241K
|
6.21K
$268K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.46K+ 41.55% |
$189K - $212K
|
18.6K
$803K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.18K+ 22.89% |
$145K - $162K
|
22.4K
$967K
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.89K+ 8.4% |
$100K - $112K
|
37.3K
$1.61M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.95K+ 87.01% |
$67.5K - $75.6K
|
4.19K
$181K
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
1.59K+ 2.64% |
$54.9K - $61.4K
|
61.6K
$2.66M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.29K+ 7.47% |
$44.5K - $49.8K
|
18.5K
$798K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
531+ 418.11% |
$18.4K - $20.6K
|
658
$28.4K
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
528+ 1.51% |
$18.3K - $20.5K
|
35.5K
$1.53M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
341+ 0.77% |
$11.8K - $13.2K
|
44.8K
$1.93M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
244New |
$8.45K - $9.46K
|
244
$10.5K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
94New |
$3.26K - $3.64K
|
94
$4.05K
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
13+ 0.19% |
$450 - $504
|
7.03K
$303K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.28% |
$69.3 - $77.5
|
720
$31.1K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.14% |
$34.6 - $38.8
|
709
$30.6K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$34.6 - $38.8
|
1
$43.1
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-414- 1.31% |
$14.3K - $16K
|
31.1K
$1.34M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-456- 68.57% |
$15.8K - $17.7K
|
209
$9.01K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-882- 28.12% |
$30.6K - $34.2K
|
2.26K
$97.3K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.31K- 78.94% |
$45.4K - $50.9K
|
350
$15.1K
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.27K- 14.96% |
$113K - $127K
|
18.6K
$801K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-23KClosed |
$796K - $891K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-52.3K- 10.8% |
$1.81M - $2.03M
|
432K
$18.6M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-267K- 62.72% |
$9.25M - $10.4M
|
159K
$6.85M
|