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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 0.6% |
$398 - $449
|
1.83K
$68.9K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 3.19% |
$434 - $490
|
364
$13.7K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 19.31% |
$1.41K - $1.59K
|
163
$6.14K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-245- 1.0% |
$8.85K - $10K
|
24.3K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-432- 5.43% |
$15.6K - $17.6K
|
7.53K
$283K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-442- 6.31% |
$16K - $18K
|
6.56K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-508Closed |
$18.4K - $20.7K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-721- 10.82% |
$26.1K - $29.4K
|
5.94K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.2K- 29.06% |
$43.4K - $49K
|
2.93K
$110K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.99K- 19.68% |
$71.9K - $81.2K
|
8.12K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.48K- 22.18% |
$89.7K - $101K
|
8.71K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 4.54% |
$107K - $121K
|
62.4K
$2.35M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.12K- 89.93% |
$113K - $127K
|
350
$13.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.19K- 17.18% |
$151K - $171K
|
20.2K
$760K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.51K- 9.2% |
$163K - $184K
|
44.5K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-152K- 93.06% |
$5.49M - $6.2M
|
11.3K
$427K
|