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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
156K+ 10039.67% |
$5.85M - $6.59M
|
158K
$6.38M
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
66.1K+ 17.94% |
$2.47M - $2.78M
|
435K
$17.6M
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
57.6K+ 503.29% |
$2.15M - $2.42M
|
69K
$2.79M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.2K+ 24.73% |
$1.39M - $1.57M
|
187K
$7.57M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.2K+ 301.7% |
$978K - $1.1M
|
34.8K
$1.41M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 23.44% |
$840K - $946K
|
118K
$4.78M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.6KNew |
$808K - $911K
|
21.6K
$874K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.6KNew |
$732K - $825K
|
19.6K
$792K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
18.6K+ 1305.54% |
$695K - $783K
|
20K
$809K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 28.07% |
$582K - $655K
|
71K
$2.87M
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11KNew |
$412K - $464K
|
11K
$445K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.3K+ 28.98% |
$310K - $350K
|
36.9K
$1.49M
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.05KNew |
$263K - $297K
|
7.05K
$285K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.71KNew |
$251K - $283K
|
6.71K
$271K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.78KNew |
$179K - $201K
|
4.78K
$193K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.57K+ 9.1% |
$134K - $150K
|
42.8K
$1.73M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 31.77% |
$119K - $135K
|
13.3K
$536K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.15K+ 37.15% |
$118K - $133K
|
11.6K
$470K
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.89K+ 6.1% |
$108K - $122K
|
50.2K
$2.03M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.22K+ 22.38% |
$82.9K - $93.4K
|
12.1K
$490K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 32.41% |
$66.8K - $75.3K
|
7.31K
$295K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.51K+ 4.85% |
$56.4K - $63.5K
|
32.6K
$1.32M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.2K+ 1.33% |
$44.7K - $50.3K
|
90.9K
$3.67M
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.15K+ 22.37% |
$42.8K - $48.3K
|
6.27K
$253K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.12K+ 4.09% |
$41.7K - $47K
|
28.4K
$1.15M
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.11K+ 8.01% |
$41.3K - $46.6K
|
14.9K
$603K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
985+ 2.39% |
$36.8K - $41.5K
|
42.2K
$1.71M
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
983+ 7.42% |
$36.7K - $41.4K
|
14.2K
$575K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
879New |
$32.8K - $37K
|
879
$35.5K
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
778+ 4.21% |
$29.1K - $32.8K
|
19.2K
$778K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
664+ 2.83% |
$24.8K - $28K
|
24.2K
$977K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
624+ 0.71% |
$23.3K - $26.3K
|
89.1K
$3.6M
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
611+ 2.26% |
$22.8K - $25.7K
|
27.6K
$1.12M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
573New |
$21.4K - $24.1K
|
573
$23.2K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
326+ 1.87% |
$12.2K - $13.7K
|
17.7K
$716K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
326New |
$12.2K - $13.7K
|
326
$13.2K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
289+ 1.74% |
$10.8K - $12.2K
|
16.9K
$681K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
145+ 11.03% |
$5.42K - $6.11K
|
1.46K
$59K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139+ 12.28% |
$5.19K - $5.85K
|
1.27K
$51.4K
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
110+ 0.49% |
$4.11K - $4.63K
|
22.4K
$903K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
33New |
$1.23K - $1.39K
|
33
$1.33K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.2% |
$262 - $295
|
3.44K
$139K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.14% |
$112 - $126
|
2.19K
$88.5K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.15% |
$74.7 - $84.2
|
1.37K
$55.2K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$37.4 - $42.1
|
322
$13K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.2KNew |
$1.38M - $1.62M
|
42.2K
$1.7M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.9KNew |
$1.34M - $1.57M
|
40.9K
$1.65M
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
5.77KNew |
$189K - $221K
|
5.77K
$233K
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
623+ 9.13% |
$20.4K - $23.9K
|
7.45K
$301K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
26+ 0.35% |
$850 - $997
|
7.45K
$301K
|