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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.21K+ 43.32% |
$88.2K - $97K
|
7.3K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-431- 35.1% |
$17.2K - $19K
|
797
$35.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
34+ 0.17% |
$1.36K - $1.5K
|
20.1K
$889K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36KNew |
$1.44M - $1.59M
|
36K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.57K+ 3.92% |
$263K - $289K
|
174K
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.7K- 11.97% |
$586K - $645K
|
108K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-148- 2.02% |
$5.92K - $6.51K
|
7.18K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.36K- 0.69% |
$54.4K - $59.8K
|
196K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.2K+ 260.85% |
$969K - $1.07M
|
33.5K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.1KNew |
$1.32M - $1.46M
|
33.1K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-118- 2.34% |
$4.72K - $5.19K
|
4.92K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.98% |
$40 - $44
|
103
$4.55K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-283- 4.95% |
$11.3K - $12.4K
|
5.44K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.5K+ 51.44% |
$1.1M - $1.21M
|
80.9K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-143- 99.31% |
$5.72K - $6.29K
|
1
$44.2
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
504+ 5.46% |
$20.1K - $22.2K
|
9.74K
$430K
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
29.4K+ 17.06% |
$1.18M - $1.29M
|
202K
$8.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.61K+ 10.81% |
$64.4K - $70.8K
|
16.5K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.21K- 6.51% |
$48.2K - $53K
|
17.3K
$764K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4K+ 1.0% |
$160K - $176K
|
404K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
439New |
$17.6K - $19.3K
|
439
$19.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-35- 0.29% |
$1.4K - $1.54K
|
12.1K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.02K+ 9.38% |
$80.8K - $88.9K
|
23.6K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
33+ 0.28% |
$1.32K - $1.45K
|
12K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-330- 8.45% |
$13.2K - $14.5K
|
3.58K
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
520+ 2.99% |
$20.8K - $22.9K
|
17.9K
$792K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.03KNew |
$41.3K - $45.4K
|
1.03K
$45.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.12K- 22.48% |
$165K - $181K
|
14.2K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
377+ 13.48% |
$15.1K - $16.6K
|
3.17K
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.07K+ 5.63% |
$82.7K - $91K
|
38.8K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-681- 3.17% |
$27.2K - $30K
|
20.8K
$920K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
564+ 16.36% |
$22.5K - $24.8K
|
4.01K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.2KNew |
$569K - $626K
|
14.2K
$628K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.99K+ 1.66% |
$159K - $175K
|
244K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-28K- 22.06% |
$1.12M - $1.23M
|
98.9K
$4.37M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.65KNew |
$266K - $292K
|
6.65K
$293K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.08K+ 31.85% |
$83.2K - $91.5K
|
8.61K
$380K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
222+ 0.55% |
$8.88K - $9.77K
|
40.6K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.18K- 35.19% |
$87.1K - $95.8K
|
4.01K
$177K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13- 2.8% |
$520 - $572
|
452
$20K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 23.71% |
$3.32K - $3.65K
|
433
$19.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
684+ 4.27% |
$27.3K - $30.1K
|
16.7K
$737K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.02% |
$40 - $44
|
5.37K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-2.52K- 10.26% |
$101K - $111K
|
22K
$973K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 48.53% |
$489K - $538K
|
13K
$573K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.71K+ 2.82% |
$109K - $119K
|
99K
$4.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
753+ 1.01% |
$30.1K - $33.1K
|
75.6K
$3.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-630- 5.25% |
$25.2K - $27.7K
|
11.4K
$502K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
62+ 0.5% |
$2.48K - $2.73K
|
12.4K
$548K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.02K- 82.82% |
$80.8K - $88.9K
|
419
$18.5K
|