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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-304- 51.35% |
$12K - $12.7K
|
288
$12.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-321- 1.81% |
$12.7K - $13.4K
|
17.4K
$752K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-433- 1.03% |
$17.1K - $18.1K
|
41.8K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-480- 6.15% |
$18.9K - $20K
|
7.33K
$317K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-518- 8.58% |
$20.4K - $21.6K
|
5.52K
$238K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-623- 3.24% |
$24.6K - $26K
|
18.6K
$804K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-767- 87.26% |
$30.2K - $32K
|
112
$4.84K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.54K- 3.66% |
$100K - $106K
|
67K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.78K- 23.11% |
$109K - $116K
|
9.23K
$399K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
SELL
|
- |
-3.06K- 11.1% |
$121K - $128K
|
24.6K
$1.06M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.12K- 14.44% |
$123K - $130K
|
18.5K
$799K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-12.8K- 5.97% |
$506K - $536K
|
202K
$8.74M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-17.4K- 19.53% |
$686K - $727K
|
71.7K
$3.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33.5K- 78.31% |
$1.32M - $1.4M
|
9.29K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-34.6K- 7.97% |
$1.36M - $1.45M
|
400K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-50.7K- 20.46% |
$2M - $2.12M
|
197K
$8.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-57.7K- 32.02% |
$2.27M - $2.41M
|
122K
$5.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-123K- 92.7% |
$4.85M - $5.14M
|
9.68K
$418K
|