Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
167K+ 78.66% |
$5.49M - $6.49M
|
380K
$15.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
123K+ 1087.27% |
$4.04M - $4.77M
|
135K
$5.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
48.8KNew |
$1.6M - $1.89M
|
48.8K
$1.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30.7K+ 181.99% |
$1.01M - $1.19M
|
47.5K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.5K+ 29.28% |
$965K - $1.14M
|
130K
$5.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
16.2K+ 7.43% |
$531K - $627K
|
234K
$9.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
15.9K+ 55.94% |
$522K - $616K
|
44.4K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
6.97KNew |
$229K - $270K
|
6.97K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 10.76% |
$220K - $260K
|
69.1K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
6.52K+ 52.07% |
$214K - $252K
|
19K
$773K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.45K+ 4.72% |
$211K - $250K
|
143K
$5.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
6.38K+ 67.77% |
$209K - $247K
|
15.8K
$641K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.35K+ 20.25% |
$208K - $246K
|
37.7K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.18K+ 10.81% |
$203K - $239K
|
63.4K
$2.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
5.56K+ 12.49% |
$182K - $215K
|
50.1K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.13K+ 42.59% |
$168K - $198K
|
17.2K
$697K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.69K+ 78.9% |
$154K - $182K
|
10.6K
$431K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.62K+ 15.17% |
$152K - $179K
|
35.1K
$1.43M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.6K+ 27.8% |
$151K - $178K
|
21.1K
$858K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.59K+ 36.31% |
$150K - $178K
|
17.2K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.96K+ 45.52% |
$130K - $153K
|
12.7K
$514K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.83K+ 25.97% |
$126K - $148K
|
18.6K
$755K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.83K+ 2.56% |
$126K - $148K
|
153K
$6.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.36K+ 8.59% |
$110K - $130K
|
42.4K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
2.81K+ 14.06% |
$92.1K - $109K
|
22.8K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.78K+ 15.96% |
$91.2K - $108K
|
20.2K
$821K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.32K+ 35.3% |
$75.9K - $89.6K
|
8.87K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.06K+ 25.41% |
$67.6K - $79.9K
|
10.2K
$413K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.96K+ 1411.51% |
$64.3K - $76K
|
2.1K
$85.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.71K+ 10.04% |
$56.1K - $66.3K
|
18.8K
$762K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.49K+ 15.87% |
$48.9K - $57.8K
|
10.9K
$442K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.27K+ 8.43% |
$41.7K - $49.3K
|
16.4K
$665K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.25K+ 3.03% |
$40.9K - $48.4K
|
42.4K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.15K+ 19.75% |
$37.7K - $44.5K
|
6.97K
$283K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.12K+ 2.45% |
$36.8K - $43.4K
|
46.9K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
850+ 26.41% |
$27.9K - $32.9K
|
4.07K
$165K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
422+ 68.95% |
$13.8K - $16.3K
|
1.03K
$42K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
403+ 3.5% |
$13.2K - $15.6K
|
11.9K
$484K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$13.1K - $15.5K
|
400
$16.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
387New |
$12.7K - $15K
|
387
$15.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
351+ 30.9% |
$11.5K - $13.6K
|
1.49K
$60.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
258+ 1.01% |
$8.45K - $9.99K
|
25.8K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
233+ 0.13% |
$7.64K - $9.02K
|
186K
$7.55M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
188+ 1.14% |
$6.16K - $7.28K
|
16.7K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
186+ 3.02% |
$6.1K - $7.2K
|
6.35K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
102+ 0.5% |
$3.34K - $3.95K
|
20.7K
$839K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
50+ 9.6% |
$1.64K - $1.94K
|
571
$23.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44+ 12.09% |
$1.44K - $1.7K
|
408
$16.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
11+ 12.64% |
$360 - $426
|
98
$3.98K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$32.8 - $38.7
|
1
$40.6
|