Latest Institutional Transactions on Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information on the latest institutional transactions involving Timothy Plan U S Large/Mid Cap (TPLC) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.19K+ 2.33% |
$48.9K - $53.7K
|
52.2K
$2.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-13.6K- 74.02% |
$560K - $615K
|
4.77K
$216K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
153KNew |
$6.52M - $7.08M
|
153K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-82- 0.25% |
$3.5K - $3.8K
|
33K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.91KNew |
$252K - $274K
|
5.91K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.57KNew |
$67K - $72.7K
|
1.57K
$70.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
465+ 102.88% |
$19.9K - $21.5K
|
917
$41.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
32+ 0.41% |
$1.37K - $1.48K
|
7.79K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-62.6K- 78.12% |
$2.67M - $2.9M
|
17.5K
$791K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.25% |
$427 - $463
|
4.02K
$182K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.07K+ 26.28% |
$88.4K - $95.9K
|
9.95K
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$25.6K - $27.8K
|
600
$27.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.98% |
$40 - $44
|
103
$4.65K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
156New |
$6.24K - $6.86K
|
156
$7.04K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
46.3K+ 4308.84% |
$1.85M - $2.04M
|
47.4K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.07K- 2.56% |
$42.7K - $47K
|
40.7K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
838New |
$33.5K - $36.9K
|
838
$37.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$39.4K - $41.8K
|
1K
$45.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1KNew |
$39.4K - $41.8K
|
1K
$45.2K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
140+ 9.33% |
$5.52K - $5.85K
|
1.64K
$74K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1KNew |
$39.4K - $41.8K
|
1K
$45.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-38.9K- 84.53% |
$1.45M - $1.64M
|
7.12K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.19K- 8.77% |
$44.6K - $50.3K
|
12.4K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-15.1KClosed |
$566K - $638K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
326New |
$12.2K - $13.7K
|
326
$14.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
145+ 11.03% |
$5.42K - $6.11K
|
1.46K
$65.9K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
5.77KNew |
$189K - $221K
|
5.77K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$32.7 - $38.4
|
1
$45.2
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
682+ 11.63% |
$23.4K - $25.3K
|
6.55K
$296K
|
|
| Q2 2023 | |||||||
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-603- 7.34% |
$20K - $21.7K
|
7.62K
$344K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.15KNew |
$38.1K - $41.2K
|
1.15K
$51.7K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
45.4KNew |
$1.49M - $1.64M
|
45.4K
$2.05M
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
105New |
$3.17K - $3.69K
|
105
$4.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
445New |
$13.4K - $15.7K
|
445
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
276New |
$8.34K - $9.71K
|
276
$12.5K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
800+ 10.67% |
$24.1K - $28.6K
|
8.3K
$375K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
365New |
$11K - $13K
|
365
$16.5K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
94New |
$2.85K - $3.45K
|
94
$4.24K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
7+ 3.89% |
$212 - $257
|
187
$8.44K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.57KClosed |
$47.7K - $57.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.1KClosed |
$441K - $503K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
400New |
$13.5K - $15.4K
|
400
$18.1K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
350New |
$11.8K - $13.4K
|
350
$15.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.72KNew |
$91.8K - $105K
|
2.72K
$123K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.03KClosed |
$237K - $270K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-23KClosed |
$796K - $891K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-336Closed |
$11.6K - $12.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
21New |
$698 - $738
|
21
$948
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32Closed |
$1.06K - $1.12K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.45KClosed |
$48K - $50.8K
|
0
$0
|
|