Purchases and Sales Made in Q1 2023 in Timothy Plan Us Large/Mid Core (TPLE)
This table provides information about the institutional ownership of Timothy Plan Us Large/Mid Core (TPLE) during Q1 2023. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN US LARGE/MID CORE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.7K+ 91.43% |
$389K - $430K
|
37K
$951K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13K+ 23.65% |
$287K - $316K
|
68.1K
$1.75M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.36K+ 4.01% |
$140K - $154K
|
165K
$4.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.28KNew |
$50.2K - $55.4K
|
2.28K
$58.6K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
919+ 0.71% |
$20.2K - $22.3K
|
130K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
397+ 3.01% |
$8.73K - $9.65K
|
13.6K
$348K
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
206New |
$4.53K - $5.01K
|
206
$5.29K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
202+ 1.42% |
$4.44K - $4.91K
|
14.5K
$371K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 0.02% |
$154 - $170
|
31.2K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-790- 15.01% |
$17.4K - $19.2K
|
4.47K
$115K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.17K- 13.71% |
$47.7K - $52.7K
|
13.7K
$351K
|