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 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.21K- 15.11% |
$39.5K - $46.3K
|
6.78K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.45K- 1.59% |
$47.2K - $55.4K
|
89.7K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.76K- 5.79% |
$57.5K - $67.5K
|
28.6K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.02K- 8.07% |
$66K - $77.4K
|
23K
$993K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.15K- 60.11% |
$70.2K - $82.4K
|
1.43K
$61.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.77K- 85.24% |
$90.4K - $106K
|
479
$20.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.79K- 29.16% |
$91.2K - $107K
|
6.78K
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.61K- 26.42% |
$118K - $139K
|
10.1K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.67K- 19.67% |
$120K - $141K
|
15K
$647K
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-3.96K- 1.22% |
$130K - $152K
|
321K
$13.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.02K- 2.16% |
$230K - $269K
|
318K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.9K- 21.2% |
$488K - $572K
|
55.4K
$2.39M
|