Latest Institutional Purchases of Timothy Plan U S Large/Mid Cap (TPLC)
This list provides information on the latest institutional transactions involving Timothy Plan U S Large/Mid Cap (TPLC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.06K+ 6.37% |
$342K - $407K
|
151K
$6.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.75K+ 192.73% |
$66.1K - $78.6K
|
2.66K
$120K
|
|
|
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 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
432+ 1.22% |
$16.3K - $19.4K
|
35.9K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
179+ 1.2% |
$6.76K - $8.04K
|
15.1K
$683K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
46.6K+ 228.87% |
$1.92M - $2.11M
|
67K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
35.4KNew |
$1.46M - $1.6M
|
35.4K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28.3K+ 12.56% |
$1.17M - $1.28M
|
254K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.1K+ 32.8% |
$1.16M - $1.27M
|
114K
$5.14M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.4KNew |
$841K - $924K
|
20.4K
$923K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
16.6K+ 15.73% |
$682K - $749K
|
122K
$5.51M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 4.98% |
$527K - $579K
|
270K
$12.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.46KNew |
$307K - $337K
|
7.46K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.85KNew |
$282K - $310K
|
6.85K
$309K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.72K+ 17.75% |
$276K - $304K
|
44.5K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.42K+ 72.93% |
$264K - $290K
|
15.2K
$688K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
5.39K+ 114.23% |
$222K - $244K
|
10.1K
$456K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.25KNew |
$216K - $237K
|
5.25K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.98K+ 6.16% |
$205K - $225K
|
85.8K
$3.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
4.86K+ 0.75% |
$200K - $220K
|
648K
$29.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.39K+ 35.43% |
$181K - $198K
|
16.8K
$758K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.56K+ 61.45% |
$146K - $161K
|
9.35K
$422K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.9K+ 32.04% |
$119K - $131K
|
12K
$540K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.31K+ 3.24% |
$95.1K - $105K
|
73.6K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.2K+ 12.3% |
$90.5K - $99.4K
|
20.1K
$907K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.8K+ 17.78% |
$74.2K - $81.5K
|
11.9K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.22KNew |
$50K - $54.9K
|
1.22K
$54.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.19K+ 2.33% |
$48.9K - $53.7K
|
52.2K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.04K+ 6.95% |
$42.7K - $46.9K
|
15.9K
$721K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
906+ 5.74% |
$37.3K - $41K
|
16.7K
$754K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
861New |
$35.4K - $38.9K
|
861
$38.9K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
645+ 14.57% |
$26.6K - $29.2K
|
5.07K
$229K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
625+ 9.75% |
$25.7K - $28.3K
|
7.03K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
545+ 7.46% |
$22.4K - $24.6K
|
7.85K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
517+ 10.19% |
$21.3K - $23.4K
|
5.59K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
462+ 3.38% |
$19K - $20.9K
|
14.1K
$638K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
444+ 2.74% |
$18.3K - $20.1K
|
16.6K
$752K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
403+ 1.48% |
$16.6K - $18.2K
|
27.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
367+ 1.74% |
$15.1K - $16.6K
|
21.4K
$968K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
356+ 2.46% |
$14.7K - $16.1K
|
14.8K
$670K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
344+ 1.89% |
$14.2K - $15.6K
|
18.6K
$839K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
288New |
$11.9K - $13K
|
288
$13K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
196+ 2.71% |
$8.07K - $8.86K
|
7.42K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
117+ 0.82% |
$4.82K - $5.29K
|
14.4K
$652K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
33+ 0.27% |
$1.36K - $1.49K
|
12K
$544K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
26+ 0.4% |
$1.07K - $1.18K
|
6.59K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 26.39% |
$782 - $859
|
91
$4.11K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.09% |
$124 - $136
|
3.18K
$144K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.04% |
$41.2 - $45.2
|
2.8K
$126K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
153KNew |
$6.52M - $7.08M
|
153K
$6.9M
|
|