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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.31K+ 3.24% |
$95.1K - $105K
|
73.6K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
26+ 0.4% |
$1.07K - $1.18K
|
6.59K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.04% |
$41.2 - $45.2
|
2.8K
$126K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-35- 14.52% |
$1.44K - $1.58K
|
206
$9.31K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.09% |
$124 - $136
|
3.18K
$144K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
517+ 10.19% |
$21.3K - $23.4K
|
5.59K
$253K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.56K+ 61.45% |
$146K - $161K
|
9.35K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-656- 7.86% |
$27K - $29.7K
|
7.69K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
35.4KNew |
$1.46M - $1.6M
|
35.4K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
5.39K+ 114.23% |
$222K - $244K
|
10.1K
$456K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
196+ 2.71% |
$8.07K - $8.86K
|
7.42K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-131- 0.98% |
$5.39K - $5.92K
|
13.3K
$600K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9K+ 32.04% |
$119K - $131K
|
12K
$540K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
117+ 0.82% |
$4.82K - $5.29K
|
14.4K
$652K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-70- 0.55% |
$2.88K - $3.17K
|
12.8K
$577K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16.6K+ 15.73% |
$682K - $749K
|
122K
$5.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
403+ 1.48% |
$16.6K - $18.2K
|
27.6K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.27K- 2.99% |
$299K - $329K
|
236K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.98K+ 6.16% |
$205K - $225K
|
85.8K
$3.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 26.39% |
$782 - $859
|
91
$4.11K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
625+ 9.75% |
$25.7K - $28.3K
|
7.03K
$318K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
344+ 1.89% |
$14.2K - $15.6K
|
18.6K
$839K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.46KNew |
$307K - $337K
|
7.46K
$337K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
4.86K+ 0.75% |
$200K - $220K
|
648K
$29.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
288New |
$11.9K - $13K
|
288
$13K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.19K+ 2.33% |
$48.9K - $53.7K
|
52.2K
$2.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-13.6K- 74.02% |
$560K - $615K
|
4.77K
$216K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.92K- 19.51% |
$125K - $135K
|
12K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-82- 0.25% |
$3.5K - $3.8K
|
33K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
153KNew |
$6.52M - $7.08M
|
153K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.91KNew |
$252K - $274K
|
5.91K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.57KNew |
$67K - $72.7K
|
1.57K
$70.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.94KNew |
$211K - $229K
|
4.94K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 1.39% |
$256 - $278
|
427
$19.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
465+ 102.88% |
$19.9K - $21.5K
|
917
$41.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
814New |
$34.8K - $37.7K
|
814
$36.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
32+ 0.41% |
$1.37K - $1.48K
|
7.79K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-62.6K- 78.12% |
$2.67M - $2.9M
|
17.5K
$792K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.25% |
$427 - $463
|
4.02K
$182K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.07K+ 26.28% |
$88.4K - $95.9K
|
9.95K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$42.7 - $46.3
|
324
$14.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$25.6K - $27.8K
|
600
$27.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.98% |
$40 - $44
|
103
$4.65K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-143- 99.31% |
$5.72K - $6.29K
|
1
$45.2
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
156New |
$6.24K - $6.86K
|
156
$7.05K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
46.3K+ 4308.84% |
$1.85M - $2.04M
|
47.4K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
838New |
$33.5K - $36.9K
|
838
$37.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.07K- 2.56% |
$42.7K - $47K
|
40.7K
$1.84M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$39.4K - $41.8K
|
1K
$45.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1KNew |
$39.4K - $41.8K
|
1K
$45.2K
|
|