Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-115K- 28.36% |
$4.89M - $5.31M
|
289K
$12.4M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-62.6K- 78.12% |
$2.67M - $2.9M
|
17.5K
$754K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.7K- 65.65% |
$1.01M - $1.1M
|
12.4K
$533K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.1K- 20.51% |
$944K - $1.02M
|
85.7K
$3.68M
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.76K- 32.04% |
$160K - $174K
|
7.97K
$343K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.72K- 4.59% |
$159K - $172K
|
77.1K
$3.32M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.51K- 10.67% |
$107K - $116K
|
21K
$905K
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.14K- 1.09% |
$91.3K - $99.1K
|
194K
$8.34M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.71K- 17.57% |
$73.1K - $79.3K
|
8.03K
$345K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.51K- 8.74% |
$64.6K - $70.1K
|
15.8K
$679K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.4K- 1.92% |
$59.6K - $64.6K
|
71.3K
$3.07M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.01K- 2.6% |
$43.2K - $46.8K
|
37.8K
$1.63M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-591- 89.14% |
$25.2K - $27.4K
|
72
$3.1K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-571- 4.01% |
$24.4K - $26.5K
|
13.7K
$587K
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-474- 2.28% |
$20.2K - $22K
|
20.4K
$876K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-321- 1.59% |
$13.7K - $14.9K
|
19.8K
$852K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-313- 1.9% |
$13.4K - $14.5K
|
16.2K
$696K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-298- 5.55% |
$12.7K - $13.8K
|
5.07K
$218K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-298- 0.58% |
$12.7K - $13.8K
|
51K
$2.19M
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-251- 1.35% |
$10.7K - $11.6K
|
18.4K
$790K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-178- 42.48% |
$7.6K - $8.25K
|
241
$10.4K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-174- 1.04% |
$7.43K - $8.06K
|
16.5K
$710K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-141- 1.17% |
$6.02K - $6.53K
|
11.9K
$512K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-84- 1.26% |
$3.59K - $3.89K
|
6.56K
$282K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-82- 0.25% |
$3.5K - $3.8K
|
33K
$1.42M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-53- 0.98% |
$2.26K - $2.46K
|
5.38K
$231K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-48- 0.27% |
$2.05K - $2.22K
|
17.9K
$769K
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.07% |
$427 - $463
|
15.1K
$648K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 1.39% |
$256 - $278
|
427
$18.4K
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.18K- 35.19% |
$87.1K - $95.8K
|
4.01K
$173K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.07K- 2.56% |
$42.7K - $47K
|
40.7K
$1.75M
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-148- 2.02% |
$5.92K - $6.51K
|
7.18K
$309K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-143- 99.31% |
$5.72K - $6.29K
|
1
$43
|
|
Q2 2024 | |||||||
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-767- 87.26% |
$30.2K - $32K
|
112
$4.82K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-304- 51.35% |
$12K - $12.7K
|
288
$12.4K
|
|
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
$306K
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-15.1KClosed |
$566K - $638K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.22K- 32.67% |
$82.8K - $93.3K
|
4.57K
$196K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.19K- 8.77% |
$44.6K - $50.3K
|
12.4K
$534K
|
|
Q2 2023 | |||||||
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-603- 7.34% |
$20K - $21.7K
|
7.62K
$328K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-900- 60.0% |
$29.5K - $32.5K
|
600
$25.8K
|
|
Q2 2022 | |||||||
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
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.6KClosed |
$626K - $714K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.1KClosed |
$441K - $503K
|
0
$0
|
|
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
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-235Closed |
$8.1K - $8.69K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.45KClosed |
$48K - $50.8K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32Closed |
$1.06K - $1.12K
|
0
$0
|