Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.13K+ 52.17% |
$159K - $166K
|
20.8K
$534K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.59K+ 17.8% |
$148K - $153K
|
43.6K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.03K+ 4.64% |
$135K - $140K
|
136K
$3.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.89KNew |
$42.2K - $43.8K
|
1.89K
$48.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.79K+ 13.2% |
$40.1K - $41.6K
|
15.4K
$394K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
150+ 3.35% |
$3.36K - $3.48K
|
4.62K
$119K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
70+ 33.98% |
$1.57K - $1.63K
|
276
$7.09K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
49New |
$1.1K - $1.14K
|
49
$1.26K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.75K- 5.59% |
$39.1K - $40.6K
|
29.5K
$757K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4K- 2.42% |
$89.5K - $92.9K
|
161K
$4.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15.9K- 23.38% |
$356K - $370K
|
52.2K
$1.34M
|