Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
98.3K+ 180.42% |
$2.97M - $3.46M
|
153K
$6.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.6K+ 102.1% |
$864K - $1.01M
|
56.6K
$2.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$536K - $624K
|
17.7K
$766K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
17.1K+ 283.77% |
$516K - $601K
|
23.1K
$997K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 107.15% |
$500K - $582K
|
32K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.9K+ 5.41% |
$419K - $488K
|
270K
$11.7M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$303K - $353K
|
10K
$433K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.8KNew |
$236K - $274K
|
7.8K
$337K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.25KNew |
$189K - $220K
|
6.25K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
5.92K+ 18.71% |
$179K - $208K
|
37.5K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.15K+ 5.41% |
$126K - $146K
|
81K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.13K+ 11.56% |
$125K - $145K
|
39.8K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.23K+ 16.51% |
$97.6K - $114K
|
22.8K
$984K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.34K+ 8992.31% |
$70.7K - $82.3K
|
2.36K
$102K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.67K+ 2.08% |
$50.3K - $58.6K
|
81.7K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.5KNew |
$45.3K - $52.8K
|
1.5K
$64.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.38K+ 3.79% |
$41.8K - $48.7K
|
37.8K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.11K+ 0.63% |
$33.5K - $39K
|
176K
$7.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.06K+ 2.45% |
$31.9K - $37.2K
|
44.2K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
570+ 6.27% |
$17.2K - $20.1K
|
9.66K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
445New |
$13.4K - $15.7K
|
445
$19.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
415+ 4.35% |
$12.5K - $14.6K
|
9.96K
$430K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
378+ 29.3% |
$11.4K - $13.3K
|
1.67K
$72K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
276New |
$8.34K - $9.71K
|
276
$11.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
252+ 0.87% |
$7.62K - $8.87K
|
29.3K
$1.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
219+ 119.02% |
$6.62K - $7.7K
|
403
$17.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
105New |
$3.17K - $3.69K
|
105
$4.53K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
105New |
$3.17K - $3.69K
|
105
$4.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
32+ 4.46% |
$967 - $1.13K
|
749
$32.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$30.2 - $35.2
|
1
$43.2
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.32% |
$30.2 - $35.2
|
318
$13.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37- 0.24% |
$1.12K - $1.3K
|
15.6K
$675K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-330- 1.54% |
$9.97K - $11.6K
|
21K
$908K
|
|
|
Feb 13, 2023
Q4 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-645- 2.97% |
$19.5K - $22.7K
|
21.1K
$912K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.39K- 15.18% |
$42K - $48.9K
|
7.76K
$335K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.87K- 12.15% |
$56.5K - $65.8K
|
13.5K
$584K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.26K- 9.01% |
$68.2K - $79.4K
|
22.8K
$984K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.3K- 22.8% |
$69.4K - $80.8K
|
7.78K
$336K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.57K- 30.61% |
$138K - $161K
|
10.3K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-13.9K- 44.63% |
$421K - $490K
|
17.3K
$747K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-20K- 5.69% |
$605K - $705K
|
332K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-108K- 16.62% |
$3.26M - $3.8M
|
542K
$23.4M
|