Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
169KNew |
$5.53M - $6.49M
|
169K
$7.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
138K+ 1764.95% |
$4.53M - $5.31M
|
146K
$6.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.2KNew |
$1.38M - $1.62M
|
42.2K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.9KNew |
$1.34M - $1.57M
|
40.9K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
35.2K+ 16.19% |
$1.15M - $1.35M
|
252K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28.1K+ 41.41% |
$917K - $1.08M
|
95.8K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.3KNew |
$891K - $1.05M
|
27.3K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
22.2KNew |
$727K - $853K
|
22.2K
$961K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
18.5KNew |
$604K - $708K
|
18.5K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$542K - $635K
|
16.6K
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.5K+ 6.84% |
$442K - $518K
|
211K
$9.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11.4KNew |
$374K - $439K
|
11.4K
$494K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.91KNew |
$324K - $380K
|
9.91K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.33K+ 26.93% |
$272K - $319K
|
39.3K
$1.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.91K+ 108.96% |
$226K - $265K
|
13.2K
$572K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
5.77KNew |
$189K - $221K
|
5.77K
$249K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.52KNew |
$180K - $212K
|
5.52K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 1.38% |
$164K - $192K
|
368K
$15.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
2.94K+ 12.2% |
$96K - $113K
|
27K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.22K+ 4.92% |
$72.6K - $85.2K
|
47.4K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.28K+ 0.86% |
$41.9K - $49.2K
|
150K
$6.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.1K+ 14.9% |
$36K - $42.2K
|
8.48K
$366K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
886+ 2.2% |
$29K - $34K
|
41.2K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
831+ 7.04% |
$27.2K - $31.9K
|
12.6K
$546K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
795+ 104.19% |
$26K - $30.5K
|
1.56K
$67.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
623+ 9.13% |
$20.4K - $23.9K
|
7.45K
$322K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
575+ 0.82% |
$18.8K - $22.1K
|
71K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
502+ 6.15% |
$16.4K - $19.3K
|
8.67K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
422+ 0.93% |
$13.8K - $16.2K
|
46K
$1.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
279+ 2.06% |
$9.12K - $10.7K
|
13.8K
$597K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
260+ 8.19% |
$8.5K - $9.97K
|
3.43K
$148K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
219+ 1.27% |
$7.16K - $8.4K
|
17.4K
$752K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
175+ 15.35% |
$5.72K - $6.71K
|
1.32K
$56.8K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
166+ 0.19% |
$5.43K - $6.37K
|
88.5K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
26+ 0.35% |
$850 - $997
|
7.45K
$322K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.23% |
$163 - $192
|
2.19K
$94.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.09% |
$32.7 - $38.4
|
1.13K
$48.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$32.7 - $38.4
|
321
$13.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$32.7 - $38.4
|
1
$43.2
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.17% |
$32.7 - $38.4
|
592
$25.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3- 2.86% |
$98.1 - $115
|
102
$4.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27- 1.94% |
$883 - $1.04K
|
1.36K
$58.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-76- 1.46% |
$2.48K - $2.92K
|
5.12K
$221K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96- 7.82% |
$3.14K - $3.68K
|
1.13K
$48.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-121- 0.99% |
$3.96K - $4.64K
|
12.2K
$525K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-204- 1.48% |
$6.67K - $7.83K
|
13.6K
$588K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-375- 1.19% |
$12.3K - $14.4K
|
31.1K
$1.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-379- 2.74% |
$12.4K - $14.5K
|
13.4K
$581K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-580- 2.41% |
$19K - $22.2K
|
23.5K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-878- 5.48% |
$28.7K - $33.7K
|
15.1K
$654K
|