Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.17K+ 47.43% |
$94.1K - $112K
|
13K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.26K+ 5.25% |
$73.7K - $87.3K
|
65.4K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.68KNew |
$60.5K - $71.7K
|
2.68K
$74.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.88K+ 12.86% |
$42.4K - $50.3K
|
16.5K
$457K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1K+ 9.7% |
$22.6K - $26.8K
|
11.3K
$314K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
594+ 4.21% |
$13.4K - $15.9K
|
14.7K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-19- 26.76% |
$429 - $508
|
52
$1.44K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-65- 0.44% |
$1.47K - $1.74K
|
14.9K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-412- 1.45% |
$9.31K - $11K
|
27.9K
$775K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-642- 8.64% |
$14.5K - $17.2K
|
6.79K
$188K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-844- 5.26% |
$19.1K - $22.6K
|
15.2K
$422K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 1.02% |
$27.9K - $33.1K
|
119K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-4.77KClosed |
$108K - $128K
|
0
$0
|