Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
127KNew |
$3.81M - $4.38M
|
127K
$4.97M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.1KNew |
$395K - $454K
|
13.1K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$310K - $356K
|
10.3K
$404K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.26KNew |
$278K - $319K
|
9.26K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.64KNew |
$229K - $264K
|
7.64K
$300K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.37K+ 74.81% |
$221K - $254K
|
17.2K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.68KNew |
$201K - $231K
|
6.68K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.67K+ 51.51% |
$200K - $230K
|
19.6K
$769K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.69K+ 50.16% |
$171K - $197K
|
17K
$669K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.94K+ 20.45% |
$118K - $136K
|
23.2K
$910K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.64K+ 7.6% |
$79.3K - $91.2K
|
37.4K
$1.47M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.53K+ 10.68% |
$75.8K - $87.2K
|
26.2K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.75K+ 7.84% |
$52.4K - $60.2K
|
24K
$941K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.36K+ 53.89% |
$40.8K - $46.9K
|
3.88K
$152K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.15KNew |
$34.6K - $39.8K
|
1.15K
$45.2K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.02K+ 7.68% |
$30.7K - $35.3K
|
14.3K
$562K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
738+ 35.86% |
$22.2K - $25.5K
|
2.8K
$110K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
644+ 2.65% |
$19.3K - $22.2K
|
25K
$980K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
518+ 3.99% |
$15.6K - $17.9K
|
13.5K
$529K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
430+ 57.03% |
$12.9K - $14.8K
|
1.18K
$46.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$9.01K - $10.4K
|
300
$11.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
258+ 3.17% |
$7.75K - $8.91K
|
8.39K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
250New |
$7.51K - $8.63K
|
250
$9.81K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
217+ 1.92% |
$6.51K - $7.49K
|
11.5K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41- 0.79% |
$1.23K - $1.42K
|
5.16K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-82- 23.84% |
$2.46K - $2.83K
|
262
$10.3K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-110Closed |
$3.3K - $3.8K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-116- 0.13% |
$3.48K - $4K
|
85.8K
$3.37M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.68K- 4.12% |
$50.5K - $58.1K
|
39.2K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-31.1K- 10.8% |
$933K - $1.07M
|
257K
$10.1M
|