Latest Institutional Transactions on Timothy Plan Us Large/Mid Core (TPLE)
This table provides information on the latest institutional transactions involving Timothy Plan Us Large/Mid Core (TPLE) 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 |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
334+ 1.17% |
$7.97K - $8.76K
|
28.9K
$739K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.5K+ 8.75% |
$59.6K - $65.5K
|
31K
$792K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$240K - $264K
|
10.1K
$257K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.88KNew |
$188K - $207K
|
7.88K
$201K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$23.9 - $26.2
|
2
$51
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.6K- 61.96% |
$419K - $461K
|
10.8K
$275K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-500- 5.51% |
$11.9K - $13.1K
|
8.58K
$219K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.08K- 40.6% |
$145K - $159K
|
8.89K
$227K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.35K- 24.27% |
$223K - $245K
|
29.2K
$744K
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.79K+ 17.71% |
$42.6K - $46.9K
|
11.9K
$303K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14.5K+ 1527.85% |
$345K - $380K
|
15.4K
$394K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.29K- 5.69% |
$174K - $191K
|
121K
$3.09M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.1K- 14.93% |
$49.5K - $52.4K
|
12K
$306K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.2K- 67.63% |
$427K - $453K
|
8.7K
$222K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.13KNew |
$26.6K - $28.1K
|
1.13K
$28.8K
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101New |
$2.25K - $2.54K
|
101
$2.58K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3KNew |
$229K - $258K
|
10.3K
$262K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
559New |
$11.7K - $12.8K
|
559
$14.3K
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.23KNew |
$46.6K - $51.1K
|
2.23K
$57K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.05K- 70.59% |
$63.7K - $69.9K
|
1.27K
$32.5K
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
838+ 173.86% |
$17.5K - $19.2K
|
1.32K
$33.7K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.89KNew |
$42.2K - $43.8K
|
1.89K
$48.2K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.28KNew |
$50.2K - $55.4K
|
2.28K
$58.2K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
428New |
$9.89K - $10.7K
|
428
$10.9K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.35KNew |
$216K - $234K
|
9.35K
$239K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3+ 0.01% |
$69.9 - $72.8
|
31.1K
$793K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.3KClosed |
$356K - $394K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
467+ 108.6% |
$11.4K - $12.7K
|
897
$22.9K
|