Latest Institutional Transactions on Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information on the latest institutional transactions involving Timothy Plan U S Large/Mid Cap (TPLC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-2.14K- 3.41% |
$80.8K - $96.1K
|
60.7K
$2.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.75K+ 192.73% |
$66.1K - $78.6K
|
2.66K
$120K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
179+ 1.2% |
$6.76K - $8.04K
|
15.1K
$683K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.06K+ 6.37% |
$342K - $407K
|
151K
$6.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.73K+ 8.38% |
$65.4K - $77.7K
|
22.4K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-798- 27.88% |
$30.1K - $35.8K
|
2.06K
$93.3K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-143K- 79.57% |
$5.4M - $6.42M
|
36.7K
$1.66M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
432+ 1.22% |
$16.3K - $19.4K
|
35.9K
$1.62M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-190K- 96.44% |
$7.83M - $8.6M
|
7.03K
$317K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28.8K- 13.99% |
$1.19M - $1.3M
|
177K
$8.01M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.72K+ 17.75% |
$276K - $304K
|
44.5K
$2.01M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.8K+ 17.78% |
$74.2K - $81.5K
|
11.9K
$540K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.81K- 0.93% |
$74.5K - $81.8K
|
192K
$8.68M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.2K+ 12.3% |
$90.5K - $99.4K
|
20.1K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93- 10.45% |
$3.83K - $4.21K
|
797
$36K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-136- 1.89% |
$5.6K - $6.15K
|
7.05K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.22KNew |
$50K - $54.9K
|
1.22K
$54.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-470Closed |
$19.3K - $21.3K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-473- 0.61% |
$19.5K - $21.4K
|
76.7K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.1K+ 32.8% |
$1.16M - $1.27M
|
114K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
367+ 1.74% |
$15.1K - $16.6K
|
21.4K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 50.59% |
$978K - $1.07M
|
23.2K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
545+ 7.46% |
$22.4K - $24.6K
|
7.85K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-283K- 97.9% |
$11.7M - $12.8M
|
6.08K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-29- 6.61% |
$1.19K - $1.31K
|
410
$18.5K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30.6K- 26.42% |
$1.26M - $1.38M
|
85.2K
$3.85M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.42K+ 72.93% |
$264K - $290K
|
15.2K
$688K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.48K- 3.13% |
$60.8K - $66.8K
|
45.7K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.41K- 12.14% |
$99.1K - $109K
|
17.4K
$787K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4- 0.07% |
$165 - $181
|
5.44K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-7.57K- 41.76% |
$312K - $342K
|
10.6K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-29- 0.54% |
$1.19K - $1.31K
|
5.35K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28.3K+ 12.56% |
$1.17M - $1.28M
|
254K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.39K+ 35.43% |
$181K - $198K
|
16.8K
$758K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.4KNew |
$841K - $924K
|
20.4K
$923K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
46.6K+ 228.87% |
$1.92M - $2.11M
|
67K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
462+ 3.38% |
$19K - $20.9K
|
14.1K
$638K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.04K+ 6.95% |
$42.7K - $46.9K
|
15.9K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
645+ 14.57% |
$26.6K - $29.2K
|
5.07K
$229K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
861New |
$35.4K - $38.9K
|
861
$38.9K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.75K- 7.11% |
$154K - $169K
|
48.9K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.25KNew |
$216K - $237K
|
5.25K
$237K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 4.98% |
$527K - $579K
|
270K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.94K- 24.3% |
$79.7K - $87.6K
|
6.03K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
356+ 2.46% |
$14.7K - $16.1K
|
14.8K
$670K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.22K- 49.79% |
$338K - $372K
|
8.29K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
906+ 5.74% |
$37.3K - $41K
|
16.7K
$754K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
444+ 2.74% |
$18.3K - $20.1K
|
16.6K
$752K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
33+ 0.27% |
$1.36K - $1.49K
|
12K
$544K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.31K+ 3.24% |
$95.1K - $105K
|
73.6K
$3.33M
|
|