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 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1KNew |
$39.4K - $41.8K
|
1K
$43.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$39.4K - $41.8K
|
1K
$43.2K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
140+ 9.33% |
$5.52K - $5.85K
|
1.64K
$70.8K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 32.41% |
$66.8K - $75.3K
|
7.31K
$316K
|
|
|
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
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
326New |
$12.2K - $13.7K
|
326
$14.1K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
289+ 1.74% |
$10.8K - $12.2K
|
16.9K
$728K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
145+ 11.03% |
$5.42K - $6.11K
|
1.46K
$63.1K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
5.77KNew |
$189K - $221K
|
5.77K
$249K
|
|
|
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
|
|
| 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 | |||||||
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.15KNew |
$38.1K - $41.2K
|
1.15K
$49.5K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
45.4KNew |
$1.49M - $1.64M
|
45.4K
$1.96M
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.25KNew |
$189K - $220K
|
6.25K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
445New |
$13.4K - $15.7K
|
445
$19.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
276New |
$8.34K - $9.71K
|
276
$11.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
105New |
$3.17K - $3.69K
|
105
$4.53K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
800+ 10.67% |
$24.1K - $28.6K
|
8.3K
$358K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
365New |
$11K - $13K
|
365
$15.8K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
94New |
$2.85K - $3.45K
|
94
$4.06K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
7+ 3.89% |
$212 - $257
|
187
$8.08K
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.72KNew |
$91.8K - $105K
|
2.72K
$118K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
400New |
$13.5K - $15.4K
|
400
$17.3K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
350New |
$11.8K - $13.4K
|
350
$15.1K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
410New |
$14.1K - $15.2K
|
410
$17.7K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
21New |
$698 - $738
|
21
$907
|
|