Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.43K+ 8.41% |
$403K - $437K
|
122K
$5.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
5.18K+ 23.49% |
$221K - $240K
|
27.2K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
3.94K+ 89.42% |
$168K - $182K
|
8.34K
$371K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.48K+ 1.26% |
$106K - $115K
|
200K
$8.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.07K+ 40.24% |
$88.5K - $96K
|
7.22K
$321K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.07K+ 26.28% |
$88.4K - $95.9K
|
9.95K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 17.83% |
$86.6K - $94K
|
13.4K
$596K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 14.57% |
$80.7K - $87.6K
|
14.9K
$661K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
850+ 23.76% |
$36.3K - $39.4K
|
4.43K
$197K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
814New |
$34.8K - $37.7K
|
814
$36.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
723+ 4.13% |
$30.9K - $33.5K
|
18.2K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$25.6K - $27.8K
|
600
$26.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
501+ 0.29% |
$21.4K - $23.2K
|
175K
$7.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
445+ 204.13% |
$19K - $20.6K
|
663
$29.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
426+ 3.43% |
$18.2K - $19.7K
|
12.8K
$571K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
32+ 0.41% |
$1.37K - $1.48K
|
7.79K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.25% |
$427 - $463
|
4.02K
$179K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$42.7 - $46.3
|
324
$14.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.07% |
$427 - $463
|
15.1K
$670K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-141- 1.17% |
$6.02K - $6.53K
|
11.9K
$530K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-251- 1.35% |
$10.7K - $11.6K
|
18.4K
$817K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-298- 0.58% |
$12.7K - $13.8K
|
51K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-591- 89.14% |
$25.2K - $27.4K
|
72
$3.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-62.6K- 78.12% |
$2.67M - $2.9M
|
17.5K
$779K
|