Latest Institutional Transactions on Timothy Plan Us Large/Mid Core (TPLE)
This table provides information on the latest institutional transactions involving Timothy Plan Us Large/Mid Core (TPLE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 38.76% |
$248K - $279K
|
17.6K
$424K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 55.63% |
$229K - $258K
|
28.8K
$694K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101New |
$2.25K - $2.54K
|
101
$2.44K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$22.3 - $25.1
|
1
$24.1
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3KNew |
$229K - $258K
|
10.3K
$248K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-46.4K- 35.59% |
$1.03M - $1.17M
|
84K
$2.03M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.9K- 44.11% |
$286K - $323K
|
16.3K
$393K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.32% |
$66.8 - $75.4
|
947
$22.8K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.88K- 4.33% |
$131K - $148K
|
130K
$3.14M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.97K+ 8.56% |
$43.8K - $49.5K
|
25K
$602K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
559New |
$11.7K - $12.8K
|
559
$13.5K
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.23KNew |
$46.6K - $51.1K
|
2.23K
$53.9K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$560K - $615K
|
26.9K
$648K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.05K- 70.59% |
$63.7K - $69.9K
|
1.27K
$30.7K
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
838+ 173.86% |
$17.5K - $19.2K
|
1.32K
$31.8K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.89KNew |
$42.2K - $43.8K
|
1.89K
$45.5K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.28KNew |
$50.2K - $55.4K
|
2.28K
$55K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
428New |
$10.1K - $10.7K
|
428
$10.3K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.35KNew |
$220K - $234K
|
9.35K
$226K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3+ 0.01% |
N/A
|
31.1K
$749K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
467+ 108.6% |
N/A
|
897
$21.6K
|