Latest Institutional Sells of Timothy Plan U S Sm Cap Core E (TPSC)
This list provides information on the latest institutional transactions involving Timothy Plan U S Sm Cap Core E (TPSC) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-91.5K- 43.56% |
$3M - $3.54M
|
119K
$4.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-53.4K- 16.28% |
$1.75M - $2.07M
|
274K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-17.9K- 7.99% |
$586K - $692K
|
206K
$8.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.1K- 65.34% |
$332K - $392K
|
5.37K
$211K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.85K- 7.2% |
$159K - $188K
|
62.5K
$2.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.17K- 20.69% |
$137K - $162K
|
16K
$630K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.14K- 27.37% |
$103K - $122K
|
8.34K
$329K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.36K- 5.28% |
$77.5K - $91.5K
|
42.4K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 10.79% |
$65.6K - $77.5K
|
16.5K
$652K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.57K- 53.74% |
$51.6K - $60.9K
|
1.36K
$53.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-483- 27.38% |
$15.8K - $18.7K
|
1.28K
$50.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-441- 27.81% |
$14.5K - $17.1K
|
1.15K
$45.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-382- 20.89% |
$12.5K - $14.8K
|
1.45K
$57K
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-311- 4.48% |
$10.2K - $12K
|
6.63K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-218- 3.85% |
$7.14K - $8.44K
|
5.44K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-131- 0.54% |
$4.29K - $5.07K
|
24.2K
$952K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-109- 1.0% |
$3.57K - $4.22K
|
10.7K
$423K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-442- 6.31% |
$16K - $18K
|
6.56K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-432- 5.43% |
$15.6K - $17.6K
|
7.53K
$297K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 19.31% |
$1.41K - $1.59K
|
163
$6.42K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4- 3.64% |
$136 - $146
|
106
$4.18K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 1.54% |
$136 - $146
|
255
$10K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.6K- 73.32% |
$622K - $682K
|
6.76K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.29K- 16.97% |
$76.6K - $84K
|
11.2K
$441K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-469- 1.88% |
$13.7K - $15.1K
|
24.5K
$966K
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-337Closed |
$9.43K - $11.2K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32Closed |
$1.03K - $1.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-35- 26.52% |
$551 - $793
|
97
$3.82K
|
|