Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6K+ 82.34% |
$362K - $375K
|
30.1K
$834K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5.16K+ 39.83% |
$138K - $142K
|
18.1K
$502K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
4.66KNew |
$124K - $129K
|
4.66K
$129K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
701+ 1.07% |
$18.7K - $19.3K
|
66.1K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
258+ 1.74% |
$6.88K - $7.12K
|
15.1K
$419K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
217New |
$5.79K - $5.99K
|
217
$6.02K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4+ 0.03% |
$107 - $110
|
14.7K
$408K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-38- 73.08% |
$1.01K - $1.05K
|
14
$388
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-567- 8.35% |
$15.1K - $15.6K
|
6.23K
$173K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.05K- 9.26% |
$28K - $29K
|
10.3K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.18K- 81.34% |
$58.1K - $60.1K
|
500
$13.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.69K- 4.76% |
$152K - $157K
|
114K
$3.15M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.73K- 34.82% |
$260K - $268K
|
18.2K
$505K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.6K- 95.97% |
$389K - $403K
|
612
$17K
|
|