Latest Institutional Purchases of Timothy Plan U S Large/Mid Cap (TPLC)
This list provides information on the latest institutional transactions involving Timothy Plan U S Large/Mid Cap (TPLC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.48K+ 1.26% |
$106K - $115K
|
200K
$9.02M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.07K+ 40.24% |
$88.5K - $96K
|
7.22K
$326K
|
|
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 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.03K+ 17.83% |
$86.6K - $94K
|
13.4K
$604K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 14.57% |
$80.7K - $87.6K
|
14.9K
$670K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
600New |
$25.6K - $27.8K
|
600
$27K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
501+ 0.29% |
$21.4K - $23.2K
|
175K
$7.88M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
445+ 204.13% |
$19K - $20.6K
|
663
$29.9K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.25% |
$427 - $463
|
4.02K
$181K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.31% |
$42.7 - $46.3
|
324
$14.6K
|
|
Q3 2024 | |||||||
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
111K+ 7915.37% |
$4.43M - $4.87M
|
112K
$5.06M
|
|
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
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36KNew |
$1.44M - $1.59M
|
36K
$1.63M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.1KNew |
$1.32M - $1.46M
|
33.1K
$1.49M
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
29.4K+ 17.06% |
$1.18M - $1.29M
|
202K
$9.1M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.5K+ 51.44% |
$1.1M - $1.21M
|
80.9K
$3.64M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.2K+ 260.85% |
$969K - $1.07M
|
33.5K
$1.51M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.2KNew |
$569K - $626K
|
14.2K
$641K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.65KNew |
$266K - $292K
|
6.65K
$300K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$176K - $194K
|
4.41K
$199K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4K+ 1.0% |
$160K - $176K
|
404K
$18.2M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.99K+ 1.66% |
$159K - $175K
|
244K
$11M
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.79K+ 1.6% |
$152K - $167K
|
240K
$10.8M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.71K+ 2.82% |
$109K - $119K
|
99K
$4.46M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.21K+ 43.32% |
$88.2K - $97K
|
7.3K
$329K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.08K+ 31.85% |
$83.2K - $91.5K
|
8.61K
$388K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.07K+ 5.63% |
$82.7K - $91K
|
38.8K
$1.75M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.05K+ 21.15% |
$81.9K - $90.1K
|
11.7K
$529K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.02K+ 9.38% |
$80.8K - $88.9K
|
23.6K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.61K+ 10.81% |
$64.4K - $70.8K
|
16.5K
$744K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.6K+ 10.08% |
$64.1K - $70.5K
|
17.5K
$789K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 8.98% |
$41.9K - $46.1K
|
12.7K
$573K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.03KNew |
$41.3K - $45.4K
|
1.03K
$46.6K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.01K+ 1.41% |
$40.4K - $44.5K
|
72.7K
$3.28M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
888New |
$35.5K - $39.1K
|
888
$40K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
838New |
$33.5K - $36.9K
|
838
$37.8K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
753+ 1.01% |
$30.1K - $33.1K
|
75.6K
$3.41M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
684+ 4.27% |
$27.3K - $30.1K
|
16.7K
$752K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
520+ 2.99% |
$20.8K - $22.9K
|
17.9K
$808K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
504+ 5.46% |
$20.1K - $22.2K
|
9.74K
$439K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
439New |
$17.6K - $19.3K
|
439
$19.8K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
377+ 13.48% |
$15.1K - $16.6K
|
3.17K
$143K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
222+ 0.55% |
$8.88K - $9.77K
|
40.6K
$1.83M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
159+ 2.09% |
$6.36K - $6.99K
|
7.76K
$350K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
156New |
$6.24K - $6.86K
|
156
$7.03K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 23.71% |
$3.32K - $3.65K
|
433
$19.5K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
62+ 0.5% |
$2.48K - $2.73K
|
12.4K
$560K
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
57+ 0.4% |
$2.28K - $2.51K
|
14.1K
$638K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
34+ 0.17% |
$1.36K - $1.5K
|
20.1K
$908K
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
33+ 0.28% |
$1.32K - $1.45K
|
12K
$539K
|