Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
214K+ 634.2% |
N/A
|
248K
$10M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$604K
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
14.9K+ 2125.93% |
N/A
|
15.6K
$632K
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.92KNew |
N/A
|
7.92K
$320K
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.5KNew |
N/A
|
7.5K
$303K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.38K+ 10.76% |
N/A
|
76K
$3.07M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.58KNew |
N/A
|
6.58K
$266K
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
6.18K+ 27.36% |
N/A
|
28.8K
$1.16M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.46K+ 7.77% |
N/A
|
75.7K
$3.06M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.96K+ 19.09% |
N/A
|
30.9K
$1.25M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.87K+ 12.45% |
N/A
|
35K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42K+ 2.11% |
N/A
|
166K
$6.7M
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.08K+ 0.88% |
N/A
|
351K
$14.2M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.82K+ 282400.0% |
N/A
|
2.83K
$114K
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.59K+ 6.48% |
N/A
|
42.5K
$1.72M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.01K+ 11.63% |
N/A
|
19.3K
$782K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.57K+ 12.23% |
N/A
|
14.4K
$583K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
1.52KNew |
N/A
|
1.52K
$61.5K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.39K+ 19.22% |
N/A
|
8.61K
$348K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
900New |
N/A
|
900
$36.4K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
500+ 10.79% |
N/A
|
5.13K
$208K
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
316New |
N/A
|
316
$12.8K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
295+ 1.4% |
N/A
|
21.4K
$864K
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
260+ 0.44% |
N/A
|
58.8K
$2.38M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125New |
N/A
|
125
$5.06K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
94New |
N/A
|
94
$3.8K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.23% |
N/A
|
5.75K
$233K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
7+ 3.89% |
N/A
|
187
$7.57K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.23% |
N/A
|
1.29K
$52K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12- 9.45% |
N/A
|
115
$4.65K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-54- 7.01% |
N/A
|
716
$29K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-365Closed |
N/A
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-865- 3.42% |
N/A
|
24.4K
$989K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-991- 6.25% |
N/A
|
14.9K
$602K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.57KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.45K- 0.77% |
N/A
|
442K
$17.9M
|
|
Aug 10, 2022
Q2 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-9.52K- 30.24% |
N/A
|
22K
$889K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14K- 33.15% |
N/A
|
28.3K
$1.15M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.7K- 46.32% |
N/A
|
18.2K
$738K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.9KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.4KClosed |
N/A
|
0
$0
|