Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
103K+ 149.79% |
$4.07M - $4.32M
|
172K
$7.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
57.3K+ 256.47% |
$2.26M - $2.39M
|
79.7K
$3.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53K+ 28.3% |
$2.09M - $2.22M
|
240K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
21.5KNew |
$848K - $898K
|
21.5K
$929K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20.8K+ 105.93% |
$818K - $867K
|
40.3K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.6K+ 53.28% |
$731K - $775K
|
53.4K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16KNew |
$631K - $668K
|
16K
$691K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
14.1KNew |
$555K - $588K
|
14.1K
$609K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.74K+ 6.16% |
$384K - $407K
|
168K
$7.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.64K+ 7.31% |
$341K - $361K
|
127K
$5.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.6KNew |
$299K - $317K
|
7.6K
$328K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.44K+ 5.98% |
$214K - $227K
|
96.3K
$4.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.37KNew |
$212K - $224K
|
5.37K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.04KNew |
$199K - $210K
|
5.04K
$218K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.79KNew |
$189K - $200K
|
4.79K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.35K+ 318.59% |
$172K - $182K
|
5.72K
$247K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.81K+ 5.36% |
$150K - $159K
|
74.8K
$3.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.44KNew |
$96.1K - $102K
|
2.44K
$105K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 12.37% |
$64.6K - $68.5K
|
14.9K
$643K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.56K+ 7.8% |
$61.4K - $65.1K
|
21.5K
$930K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.22K+ 0.52% |
$47.9K - $50.7K
|
237K
$10.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 8.45% |
$47.4K - $50.2K
|
15.4K
$667K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.09K+ 6.33% |
$43K - $45.6K
|
18.3K
$792K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.08KNew |
$42.4K - $44.9K
|
1.08K
$46.4K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 4.34% |
$41.3K - $43.8K
|
25.2K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.03K+ 2.05% |
$40.6K - $43K
|
51.3K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$39.4K - $41.8K
|
1K
$43.2K
|
|
|
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 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
976+ 6.54% |
$38.5K - $40.8K
|
15.9K
$687K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
907+ 8.23% |
$35.7K - $37.9K
|
11.9K
$515K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
608+ 27.78% |
$24K - $25.4K
|
2.8K
$121K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
362+ 5.13% |
$14.3K - $15.1K
|
7.41K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
306+ 6.4% |
$12.1K - $12.8K
|
5.09K
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
193+ 5.2% |
$7.61K - $8.06K
|
3.91K
$169K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
144New |
$5.68K - $6.01K
|
144
$6.22K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
140+ 9.33% |
$5.52K - $5.85K
|
1.64K
$70.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
69+ 0.34% |
$2.72K - $2.88K
|
20.1K
$868K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
39+ 0.6% |
$1.54K - $1.63K
|
6.53K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28+ 0.24% |
$1.1K - $1.17K
|
11.7K
$504K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16+ 0.13% |
$631 - $668
|
12.4K
$533K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.23% |
$315 - $334
|
3.45K
$149K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2- 0.14% |
$78.8 - $83.5
|
1.4K
$60.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-14- 0.12% |
$552 - $585
|
12K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43- 3.38% |
$1.69K - $1.8K
|
1.23K
$53K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43- 3.38% |
$1.69K - $1.8K
|
1.23K
$53K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-45- 0.37% |
$1.77K - $1.88K
|
12.1K
$522K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-78- 1.24% |
$3.07K - $3.26K
|
6.19K
$267K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-182- 0.49% |
$7.17K - $7.6K
|
36.8K
$1.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-195- 14.82% |
$7.68K - $8.14K
|
1.12K
$48.4K
|