Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
64.3K+ 5432.85% |
$1.88M - $2.07M
|
65.5K
$2.57M
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
18.6K+ 14.67% |
$545K - $598K
|
145K
$5.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7K+ 62.24% |
$314K - $345K
|
27.9K
$1.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
8.69KNew |
$254K - $280K
|
8.69K
$341K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.5K+ 80.99% |
$219K - $241K
|
16.8K
$657K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.85KNew |
$200K - $220K
|
6.85K
$269K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.74K+ 39.53% |
$197K - $217K
|
23.8K
$933K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.39KNew |
$187K - $206K
|
6.39K
$251K
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
5.01KNew |
$147K - $161K
|
5.01K
$196K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.29K+ 24.97% |
$37.7K - $41.5K
|
6.45K
$253K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.24KNew |
$36.3K - $39.9K
|
1.24K
$48.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.2KNew |
$35.2K - $38.7K
|
1.2K
$47.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
760+ 3.17% |
$22.2K - $24.4K
|
24.8K
$971K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
674+ 8.03% |
$19.7K - $21.7K
|
9.07K
$356K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
605New |
$17.7K - $19.5K
|
605
$23.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
477+ 6.24% |
$14K - $15.3K
|
8.12K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
466New |
$13.6K - $15K
|
466
$18.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
232+ 88.55% |
$6.79K - $7.46K
|
494
$19.4K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
110New |
$3.22K - $3.54K
|
110
$4.31K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80+ 6.94% |
$2.34K - $2.57K
|
1.23K
$48.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32New |
$937 - $1.03K
|
32
$1.26K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-38- 12.79% |
$1.11K - $1.22K
|
259
$10.2K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-63- 0.47% |
$1.84K - $2.03K
|
13.4K
$527K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-205- 7.33% |
$6K - $6.59K
|
2.59K
$102K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-260- 2.26% |
$7.61K - $8.36K
|
11.2K
$441K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-469- 1.88% |
$13.7K - $15.1K
|
24.5K
$962K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-976- 3.73% |
$28.6K - $31.4K
|
25.2K
$988K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.03K- 13.03% |
$88.6K - $97.3K
|
20.2K
$792K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.25K- 31.86% |
$183K - $201K
|
13.4K
$524K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 28.37% |
$311K - $341K
|
26.8K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-21K- 8.18% |
$615K - $676K
|
236K
$9.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-22.3K- 26.03% |
$654K - $719K
|
63.5K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.7K- 68.14% |
$782K - $860K
|
12.5K
$490K
|