Purchases and Sales Made in Q1 2025 in Timothy Plan U S Sm Cap Core E (TPSC)
This table provides information about the institutional ownership of Timothy Plan U S Sm Cap Core E (TPSC) during Q1 2025. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN U S SM CAP CORE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
20KNew |
$722K - $816K
|
20K
$737K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
16.5KNew |
$595K - $672K
|
16.5K
$607K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.8KNew |
$533K - $602K
|
14.8K
$544K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.44KNew |
$197K - $222K
|
5.44K
$201K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.29K+ 1.55% |
$82.6K - $93.3K
|
150K
$5.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
1.65K+ 0.51% |
$59.6K - $67.3K
|
328K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.13K+ 11.62% |
$40.8K - $46.1K
|
10.9K
$400K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
844+ 5.77% |
$30.5K - $34.4K
|
15.5K
$571K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
307+ 2.07% |
$11.1K - $12.5K
|
15.1K
$557K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.99% |
$217 - $245
|
612
$22.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-245- 1.0% |
$8.85K - $10K
|
24.3K
$896K
|