Purchases and Sales Made in Q2 2025 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 2025. 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 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-77- 0.46% |
$2.91K - $3.46K
|
16.6K
$745K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77- 18.03% |
$2.91K - $3.46K
|
350
$15.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-90- 1.15% |
$3.4K - $4.04K
|
7.76K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-250- 41.67% |
$9.45K - $11.2K
|
350
$15.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-253- 4.19% |
$9.56K - $11.4K
|
5.78K
$260K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-259- 2.17% |
$9.79K - $11.6K
|
11.7K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-366- 0.8% |
$13.8K - $16.4K
|
45.4K
$2.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-368- 6.58% |
$13.9K - $16.5K
|
5.22K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-432- 5.82% |
$16.3K - $19.4K
|
6.99K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-577- 4.09% |
$21.8K - $25.9K
|
13.5K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-643- 0.87% |
$24.3K - $28.9K
|
73K
$3.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-796- 99.87% |
$30.1K - $35.7K
|
1
$45
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-798- 27.88% |
$30.1K - $35.8K
|
2.06K
$92.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.26K- 10.57% |
$47.7K - $56.7K
|
10.7K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.72K- 0.89% |
$64.9K - $77.1K
|
190K
$8.56M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-2.05K- 21.93% |
$77.4K - $92K
|
7.3K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-2.14K- 3.41% |
$80.8K - $96.1K
|
60.7K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.24K- 15.01% |
$84.8K - $101K
|
12.7K
$572K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.34K- 3.93% |
$126K - $150K
|
81.8K
$3.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.85K- 5.75% |
$146K - $173K
|
63.1K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.25K- 28.63% |
$160K - $191K
|
10.6K
$476K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.66K- 35.1% |
$176K - $209K
|
8.61K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
SELL
|
- |
-6.43K- 23.3% |
$243K - $289K
|
21.2K
$953K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.5K- 37.12% |
$1.08M - $1.28M
|
48.2K
$2.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-29.7K- 4.58% |
$1.12M - $1.33M
|
618K
$27.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-81.5K- 66.84% |
$3.08M - $3.66M
|
40.4K
$1.82M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-143K- 79.57% |
$5.4M - $6.42M
|
36.7K
$1.65M
|