Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
326KNew |
$12.4M - $14M
|
326K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
163KNew |
$6.23M - $7.01M
|
163K
$6.56M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
98.8KNew |
$3.77M - $4.24M
|
98.8K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.9K+ 35.82% |
$1.94M - $2.19M
|
193K
$7.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.1KNew |
$1.42M - $1.6M
|
37.1K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.6K+ 87.86% |
$1.09M - $1.23M
|
61.1K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.6K+ 134.55% |
$1.06M - $1.19M
|
48.2K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15.2K+ 7.82% |
$580K - $653K
|
210K
$8.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
10.7K+ 5.47% |
$407K - $458K
|
206K
$8.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
9.07KNew |
$346K - $389K
|
9.07K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
7.46K+ 35.09% |
$285K - $320K
|
28.7K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.13KNew |
$234K - $263K
|
6.13K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.07KNew |
$232K - $261K
|
6.07K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.62KNew |
$214K - $241K
|
5.62K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.27K+ 8.77% |
$201K - $226K
|
65.4K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.69KNew |
$179K - $201K
|
4.69K
$188K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
4.13KNew |
$158K - $177K
|
4.13K
$166K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.94K+ 36.37% |
$150K - $169K
|
14.8K
$594K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.09K+ 14.0% |
$118K - $133K
|
25.2K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.98K+ 19.05% |
$114K - $128K
|
18.6K
$747K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 34.6% |
$110K - $124K
|
11.2K
$450K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.83K+ 1.96% |
$108K - $122K
|
147K
$5.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.27K+ 188.3% |
$86.6K - $97.5K
|
3.47K
$140K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.87KNew |
$71.3K - $80.2K
|
1.87K
$75.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.63KNew |
$62.1K - $69.8K
|
1.63K
$65.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.53K+ 16.04% |
$58.3K - $65.6K
|
11K
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.24K+ 33.01% |
$47.5K - $53.4K
|
5.01K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
990+ 7.17% |
$37.8K - $42.5K
|
14.8K
$595K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
960+ 4.07% |
$36.6K - $41.2K
|
24.5K
$986K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
856+ 3.41% |
$32.7K - $36.8K
|
25.9K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
685+ 59.31% |
$26.1K - $29.4K
|
1.84K
$73.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
613New |
$23.4K - $26.3K
|
613
$24.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
608New |
$23.2K - $26.1K
|
608
$24.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
360+ 243.24% |
$13.7K - $15.5K
|
508
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
198+ 2.0% |
$7.56K - $8.5K
|
10.1K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150New |
$5.73K - $6.44K
|
150
$6.03K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
108+ 0.54% |
$4.12K - $4.64K
|
19.9K
$801K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
23+ 0.35% |
$878 - $988
|
6.57K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20+ 3.77% |
$763 - $859
|
551
$22.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
18+ 0.27% |
$687 - $773
|
6.66K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 0.45% |
$305 - $344
|
1.76K
$70.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-159- 44.04% |
$6.07K - $6.83K
|
202
$8.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-202- 1.96% |
$7.71K - $8.68K
|
10.1K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-330- 38.33% |
$12.6K - $14.2K
|
531
$21.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-425- 4.19% |
$16.2K - $18.3K
|
9.72K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-654- 13.69% |
$25K - $28.1K
|
4.12K
$166K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 4.05% |
$39.2K - $44.2K
|
24.4K
$979K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.28K- 13.86% |
$48.9K - $55K
|
7.96K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.64K- 4.04% |
$62.8K - $70.6K
|
39.1K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.92K- 1.02% |
$73.4K - $82.5K
|
186K
$7.47M
|