Purchases and Sales Made in Q1 2025 in Timothy Plan Us Large/Mid Core (TPLE)
This table provides information about the institutional ownership of Timothy Plan Us Large/Mid Core (TPLE) during Q1 2025. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN US LARGE/MID CORE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.2KNew |
$1.53M - $1.68M
|
62.2K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.79KNew |
$216K - $237K
|
8.79K
$244K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
4.74KNew |
$117K - $128K
|
4.74K
$132K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.05KNew |
$75K - $82.5K
|
3.05K
$84.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.81K+ 21.26% |
$44.5K - $48.9K
|
10.3K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
412+ 1.47% |
$10.1K - $11.1K
|
28.3K
$786K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
106+ 0.72% |
$2.61K - $2.86K
|
14.9K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-70- 49.65% |
$1.72K - $1.89K
|
71
$1.97K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-142- 1.87% |
$3.49K - $3.84K
|
7.43K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-182- 1.12% |
$4.47K - $4.92K
|
16K
$445K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.07K- 7.07% |
$26.4K - $29K
|
14.1K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.96K- 3.95% |
$122K - $134K
|
121K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12K- 45.04% |
$294K - $323K
|
14.6K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19K- 52.88% |
$467K - $513K
|
16.9K
$469K
|