Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
46.9KNew |
$1.64M - $1.84M
|
46.9K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
26.4K+ 100.91% |
$923K - $1.04M
|
52.6K
$2.11M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
21.2KNew |
$743K - $833K
|
21.2K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18.6K+ 10.57% |
$652K - $731K
|
195K
$7.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 11.93% |
$530K - $594K
|
142K
$5.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8KNew |
$482K - $541K
|
13.8K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
7.96K+ 17.32% |
$278K - $312K
|
53.9K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.06K+ 9.85% |
$177K - $198K
|
56.4K
$2.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.35K+ 11.46% |
$117K - $131K
|
32.5K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
3.22K+ 8.57% |
$112K - $126K
|
40.7K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.11K+ 18.01% |
$73.7K - $82.6K
|
13.8K
$554K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.03K+ 17.44% |
$70.8K - $79.4K
|
13.6K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.6K+ 73.48% |
$55.8K - $62.6K
|
3.77K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 20.25% |
$48.9K - $54.9K
|
8.31K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.21KNew |
$42.1K - $47.2K
|
1.21K
$48.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.06K+ 4.41% |
$37.1K - $41.6K
|
25.1K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
834+ 3.92% |
$29.1K - $32.7K
|
22.1K
$886K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
796+ 8.51% |
$27.8K - $31.2K
|
10.1K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
642+ 125.15% |
$22.4K - $25.2K
|
1.16K
$46.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
606New |
$21.2K - $23.8K
|
606
$24.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
444+ 4.51% |
$15.5K - $17.4K
|
10.3K
$412K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
386+ 1.99% |
$13.5K - $15.1K
|
19.8K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
376New |
$13.1K - $14.7K
|
376
$15.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
368+ 1.47% |
$12.9K - $14.4K
|
25.4K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$11.2K - $12.5K
|
320
$12.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
311+ 3.24% |
$10.9K - $12.2K
|
9.91K
$398K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
175New |
$6.12K - $6.86K
|
175
$7.02K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
170New |
$5.94K - $6.66K
|
170
$6.82K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
148New |
$5.17K - $5.8K
|
148
$5.93K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
129+ 0.07% |
$4.51K - $5.06K
|
188K
$7.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
127+ 7.72% |
$4.44K - $4.98K
|
1.77K
$71.1K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
119+ 0.08% |
$4.16K - $4.66K
|
144K
$5.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
41+ 0.62% |
$1.43K - $1.61K
|
6.65K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
21+ 0.32% |
$734 - $823
|
6.54K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6+ 0.13% |
$210 - $235
|
4.78K
$192K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3- 0.03% |
$105 - $118
|
9.52K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-6- 6.32% |
$210 - $235
|
89
$3.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-660- 17.02% |
$23.1K - $25.9K
|
3.22K
$129K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-853- 1.4% |
$29.8K - $33.4K
|
60.1K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-935- 3.81% |
$32.7K - $36.7K
|
23.6K
$945K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-935- 6.58% |
$32.7K - $36.7K
|
13.3K
$532K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.23K- 35.07% |
$42.9K - $48.1K
|
2.27K
$91.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.93K- 84.24% |
$67.4K - $75.6K
|
361
$14.5K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.13K- 5.91% |
$74.5K - $83.6K
|
33.9K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.17K- 4.04% |
$286K - $320K
|
194K
$7.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.29K- 60.9% |
$290K - $325K
|
5.32K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.4K- 47.99% |
$504K - $565K
|
15.6K
$626K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.4K- 42.8% |
$537K - $603K
|
20.5K
$824K
|