Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-28K- 22.06% |
$1.12M - $1.23M
|
98.9K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.7K- 11.97% |
$586K - $645K
|
108K
$4.76M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 48.53% |
$489K - $538K
|
13K
$573K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-4.59K- 2.27% |
$184K - $202K
|
198K
$8.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.12K- 22.48% |
$165K - $181K
|
14.2K
$628K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-2.52K- 10.26% |
$101K - $111K
|
22K
$973K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.18K- 35.19% |
$87.1K - $95.8K
|
4.01K
$177K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.02K- 82.82% |
$80.8K - $88.9K
|
419
$18.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.36K- 0.69% |
$54.4K - $59.8K
|
196K
$8.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.21K- 6.51% |
$48.2K - $53K
|
17.3K
$764K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.07K- 2.56% |
$42.7K - $47K
|
40.7K
$1.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-984- 87.78% |
$39.3K - $43.3K
|
137
$6.05K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-731- 1.09% |
$29.2K - $32.2K
|
66.3K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-681- 3.17% |
$27.2K - $30K
|
20.8K
$920K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-630- 5.25% |
$25.2K - $27.7K
|
11.4K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-431- 35.1% |
$17.2K - $19K
|
797
$35.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-358- 2.32% |
$14.3K - $15.7K
|
15.1K
$666K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-355- 61.95% |
$14.2K - $15.6K
|
218
$9.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-330- 8.45% |
$13.2K - $14.5K
|
3.58K
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-283- 4.95% |
$11.3K - $12.4K
|
5.44K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-148- 2.02% |
$5.92K - $6.51K
|
7.18K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-143- 99.31% |
$5.72K - $6.29K
|
1
$44.2
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-118- 2.34% |
$4.72K - $5.19K
|
4.92K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-35- 0.29% |
$1.4K - $1.54K
|
12.1K
$532K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13- 2.8% |
$520 - $572
|
452
$20K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-767- 87.26% |
$30.2K - $32K
|
112
$4.95K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-623- 3.24% |
$24.6K - $26K
|
18.6K
$822K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-518- 8.58% |
$20.4K - $21.6K
|
5.52K
$244K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-304- 51.35% |
$12K - $12.7K
|
288
$12.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-38.9K- 84.53% |
$1.45M - $1.64M
|
7.12K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-15.1KClosed |
$566K - $638K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.22K- 32.67% |
$82.8K - $93.3K
|
4.57K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.19K- 8.77% |
$44.6K - $50.3K
|
12.4K
$548K
|
|
| Q2 2023 | |||||||
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-603- 7.34% |
$20K - $21.7K
|
7.62K
$336K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-900- 60.0% |
$29.5K - $32.5K
|
600
$26.5K
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.57KClosed |
$47.7K - $57.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.6KClosed |
$626K - $714K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.1KClosed |
$441K - $503K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.03KClosed |
$237K - $270K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-23KClosed |
$796K - $891K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-336Closed |
$11.6K - $12.4K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-235Closed |
$8.1K - $8.69K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.45KClosed |
$48K - $50.8K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32Closed |
$1.06K - $1.12K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.6KClosed |
$627K - $678K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-98Closed |
$2.98K - $3.23K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-321Closed |
$7.92K - $8.98K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-85Closed |
$2.1K - $2.38K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-24.4KClosed |
$479K - $651K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-43- 33.86% |
$843 - $1.15K
|
84
$3.71K
|
|