Purchases and Sales Made in Q2 2023 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 2023. 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 11, 2023
Q2 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.39K- 8.75% |
$46.3K - $50.2K
|
14.5K
$628K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.46K- 17.65% |
$115K - $124K
|
16.1K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-21.6K- 8.81% |
$718K - $777K
|
224K
$9.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-23K- 17.17% |
$765K - $828K
|
111K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25.6K- 9.29% |
$852K - $922K
|
250K
$10.8M
|