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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.01K+ 1.41% |
$40.4K - $44.5K
|
72.7K
$3.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-358- 2.32% |
$14.3K - $15.7K
|
15.1K
$651K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.79K+ 1.6% |
$152K - $167K
|
240K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-731- 1.09% |
$29.2K - $32.2K
|
66.3K
$2.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$176K - $194K
|
4.41K
$190K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
156New |
$6.24K - $6.86K
|
156
$6.74K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
111K+ 7915.37% |
$4.43M - $4.87M
|
112K
$4.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
57+ 0.4% |
$2.28K - $2.51K
|
14.1K
$611K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
24+ 0.05% |
$960 - $1.06K
|
51.3K
$2.22M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
46.3K+ 4308.84% |
$1.85M - $2.04M
|
47.4K
$2.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$40 - $44
|
323
$14K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.6K+ 10.08% |
$64.1K - $70.5K
|
17.5K
$756K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
422+ 0.53% |
$16.9K - $18.6K
|
80.1K
$3.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
159+ 2.09% |
$6.36K - $6.99K
|
7.76K
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
468+ 6.31% |
$18.7K - $20.6K
|
7.88K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
838New |
$33.5K - $36.9K
|
838
$36.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.07K- 2.56% |
$42.7K - $47K
|
40.7K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 8.98% |
$41.9K - $46.1K
|
12.7K
$549K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-355- 61.95% |
$14.2K - $15.6K
|
218
$9.42K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.05K+ 21.15% |
$81.9K - $90.1K
|
11.7K
$507K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
888New |
$35.5K - $39.1K
|
888
$38.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-984- 87.78% |
$39.3K - $43.3K
|
137
$5.92K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.59K- 2.27% |
$184K - $202K
|
198K
$8.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
364+ 7.61% |
$14.6K - $16K
|
5.15K
$222K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-518- 8.58% |
$20.4K - $21.6K
|
5.52K
$238K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-623- 3.24% |
$24.6K - $26K
|
18.6K
$804K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$39.4K - $41.8K
|
1K
$43.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1KNew |
$39.4K - $41.8K
|
1K
$43.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-304- 51.35% |
$12K - $12.7K
|
288
$12.4K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
140+ 9.33% |
$5.52K - $5.85K
|
1.64K
$70.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-767- 87.26% |
$30.2K - $32K
|
112
$4.84K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$39.4K - $41.8K
|
1K
$43.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
289+ 1.74% |
$10.8K - $12.2K
|
16.9K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.22K- 32.67% |
$82.8K - $93.3K
|
4.57K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-38.9K- 84.53% |
$1.45M - $1.64M
|
7.12K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.19K- 8.77% |
$44.6K - $50.3K
|
12.4K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.51K+ 4.85% |
$56.4K - $63.5K
|
32.6K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-15.1KClosed |
$566K - $638K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
326New |
$12.2K - $13.7K
|
326
$14.1K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 32.41% |
$66.8K - $75.3K
|
7.31K
$316K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
145+ 11.03% |
$5.42K - $6.11K
|
1.46K
$63.1K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
26+ 0.35% |
$850 - $997
|
7.45K
$322K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$32.7 - $38.4
|
1
$43.2
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
5.77KNew |
$189K - $221K
|
5.77K
$249K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
682+ 11.63% |
$23.4K - $25.3K
|
6.55K
$283K
|
|
| Q2 2023 | |||||||
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-603- 7.34% |
$20K - $21.7K
|
7.62K
$329K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.15KNew |
$38.1K - $41.2K
|
1.15K
$49.5K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-900- 60.0% |
$29.5K - $32.5K
|
600
$25.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
45.4KNew |
$1.49M - $1.64M
|
45.4K
$1.96M
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
105New |
$3.17K - $3.69K
|
105
$4.53K
|
|