Purchases and Sales Made in Q3 2023 in Timothy Plan Intl ETF (De) (TPIF)
This table provides information about the institutional ownership of Timothy Plan Intl ETF (De) (TPIF) during Q3 2023. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN INTL ETF (DE).
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
20.3K+ 18.3% |
$483K - $528K
|
131K
$3.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
14.4KNew |
$344K - $376K
|
14.4K
$392K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$277K - $302K
|
11.6K
$315K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 145.76% |
$266K - $291K
|
18.8K
$510K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.5KNew |
$251K - $275K
|
10.5K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.74KNew |
$232K - $254K
|
9.74K
$264K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.42K+ 2.67% |
$201K - $219K
|
323K
$8.77M
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
8.21K+ 2.33% |
$196K - $214K
|
361K
$9.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.51K+ 15.65% |
$131K - $144K
|
40.7K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.66K+ 62.7% |
$111K - $121K
|
12.1K
$328K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.26K+ 24.69% |
$101K - $111K
|
21.5K
$583K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.03K+ 89.65% |
$95.9K - $105K
|
8.52K
$231K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.33K+ 5.26% |
$31.7K - $34.6K
|
26.6K
$722K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
859+ 8.67% |
$20.5K - $22.4K
|
10.8K
$292K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
773+ 5.5% |
$18.4K - $20.1K
|
14.8K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
635+ 6.26% |
$15.1K - $16.5K
|
10.8K
$292K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
156+ 80.83% |
$3.72K - $4.06K
|
349
$9.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
146+ 0.39% |
$3.48K - $3.8K
|
37.4K
$1.01M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
97+ 7.07% |
$2.31K - $2.53K
|
1.47K
$39.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
23+ 0.26% |
$548 - $599
|
9.02K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17+ 0.1% |
$405 - $443
|
17.3K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.32% |
$23.8 - $26.1
|
310
$8.41K
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-3- -0.0% |
$71.5 - $78.2
|
101K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-256- 2.83% |
$6.1K - $6.67K
|
8.8K
$239K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-485- 50.73% |
$11.6K - $12.6K
|
471
$12.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-895- 5.95% |
$21.3K - $23.3K
|
14.1K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-913- 5.81% |
$21.8K - $23.8K
|
14.8K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.58K- 1.9% |
$85.2K - $93.2K
|
185K
$5.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.62K- 17.38% |
$86.2K - $94.2K
|
17.2K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-14.6K- 14.46% |
$347K - $379K
|
86.1K
$2.34M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15K- 93.15% |
$358K - $391K
|
1.1K
$30K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-76K- 81.46% |
$1.81M - $1.98M
|
17.3K
$469K
|