Purchases and Sales Made in Q1 2021 in Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information about the institutional ownership of Timothy Plan U S Large/Mid Cap (TPLC) during Q1 2021. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN U S LARGE/MID CAP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
522KNew |
$15.9M - $17.2M
|
522K
$22.9M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.3K+ 4.76% |
$650K - $702K
|
470K
$20.6M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 156.22% |
$480K - $519K
|
25.9K
$1.13M
|
|
May 12, 2021
Q1 2021
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
12.7KNew |
$386K - $417K
|
12.7K
$555K
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.27K+ 10.64% |
$191K - $206K
|
65.2K
$2.86M
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.05K+ 3.95% |
$62.3K - $67.3K
|
53.9K
$2.36M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
1.96K+ 241.78% |
$59.6K - $64.4K
|
2.77K
$121K
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.72K+ 6.98% |
$52.3K - $56.5K
|
26.3K
$1.15M
|
|
Apr 20, 2021
Q1 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.69K+ 5.78% |
$51.6K - $55.7K
|
31K
$1.36M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.69KNew |
$51.4K - $55.5K
|
1.69K
$74K
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
1.35K+ 1345.0% |
$41K - $44.3K
|
1.45K
$63.4K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 21.54% |
$36.6K - $39.6K
|
6.79K
$298K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
983+ 2.81% |
$29.9K - $32.4K
|
36K
$1.58M
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
740+ 2.63% |
$22.5K - $24.4K
|
28.8K
$1.26M
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
210+ 0.96% |
$6.39K - $6.91K
|
22.1K
$969K
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
109+ 17.99% |
$3.32K - $3.59K
|
715
$31.4K
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
100New |
$3.05K - $3.29K
|
100
$4.39K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
32New |
$974 - $1.05K
|
32
$1.4K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$30.5 - $32.9
|
1
$43.9
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3- 2.36% |
$91.4 - $98.7
|
124
$5.44K
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-10Closed |
$305 - $329
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-98Closed |
$2.98K - $3.23K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-151- 0.99% |
$4.6K - $4.97K
|
15.1K
$661K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-365Closed |
$11.1K - $12K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.1K- 4.58% |
$33.6K - $36.3K
|
23K
$1.01M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.21K- 46.53% |
$36.7K - $39.7K
|
1.39K
$60.7K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
SELL
|
- |
-5.08K- 25.4% |
$155K - $167K
|
14.9K
$655K
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.02KClosed |
$244K - $264K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.6KClosed |
$627K - $678K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
SELL
|
- |
-39.6K- 41.44% |
$1.21M - $1.3M
|
55.9K
$2.45M
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-51.4KClosed |
$1.56M - $1.69M
|
0
$0
|