Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
98.2K+ 125.68% |
$3.33M - $3.59M
|
176K
$6.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.1K+ 55.07% |
$1.53M - $1.65M
|
127K
$4.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
37.5KNew |
$1.27M - $1.37M
|
37.5K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
37.1K+ 22.43% |
$1.26M - $1.36M
|
203K
$7.94M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.1K+ 71.85% |
$511K - $552K
|
36.1K
$1.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.2KNew |
$482K - $520K
|
14.2K
$557K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$461K - $498K
|
13.6K
$534K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 121.93% |
$396K - $428K
|
21.3K
$834K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.48K+ 40.02% |
$253K - $274K
|
26.2K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.91KNew |
$234K - $253K
|
6.91K
$271K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.6KNew |
$224K - $242K
|
6.6K
$259K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.18K+ 26.86% |
$210K - $226K
|
29.2K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.52K+ 30.34% |
$153K - $166K
|
19.4K
$762K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 12.19% |
$90.2K - $97.5K
|
24.5K
$961K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.29KNew |
$77.6K - $83.8K
|
2.29K
$89.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 3.83% |
$76.3K - $82.4K
|
61K
$2.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.88K+ 19.35% |
$63.8K - $69K
|
11.6K
$456K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.67K+ 335.27% |
$56.7K - $61.2K
|
2.17K
$85.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.59K+ 2785.96% |
$53.8K - $58.1K
|
1.65K
$64.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52KNew |
$51.5K - $55.6K
|
1.52K
$59.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.22KNew |
$41.2K - $44.5K
|
1.22K
$47.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.05KNew |
$35.4K - $38.2K
|
1.05K
$41K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
1.02K+ 18.63% |
$34.7K - $37.5K
|
6.52K
$256K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
699+ 6.35% |
$23.7K - $25.6K
|
11.7K
$459K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
467New |
$15.8K - $17.1K
|
467
$18.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
457+ 0.9% |
$15.5K - $16.7K
|
51.4K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
294+ 3.16% |
$9.96K - $10.8K
|
9.6K
$377K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
285+ 0.62% |
$9.66K - $10.4K
|
46K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
188+ 2.05% |
$6.37K - $6.88K
|
9.35K
$367K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
12+ 14.46% |
$407 - $439
|
95
$3.73K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 1.54% |
$136 - $146
|
255
$10K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4- 3.64% |
$136 - $146
|
106
$4.16K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-27- 0.77% |
$915 - $988
|
3.5K
$137K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-319- 6.27% |
$10.8K - $11.7K
|
4.77K
$187K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-527- 2.06% |
$17.9K - $19.3K
|
25K
$981K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-633- 6.05% |
$21.5K - $23.2K
|
9.84K
$386K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-915- 3.67% |
$31K - $33.5K
|
24K
$943K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.06K- 17.78% |
$69.8K - $75.4K
|
9.52K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.94K- 2.05% |
$133K - $144K
|
188K
$7.36M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-6.25K- 4.15% |
$212K - $229K
|
144K
$5.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-24.7K- 40.74% |
$837K - $904K
|
35.9K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-94.2K- 75.83% |
$3.19M - $3.45M
|
30K
$1.18M
|