Latest Institutional Transactions on Timothy Plan U S Sm Cap Core E (TPSC)
This table provides information on the latest institutional transactions involving Timothy Plan U S Sm Cap Core E (TPSC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.9K+ 35.82% |
$1.94M - $2.19M
|
193K
$7.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
608New |
$23.2K - $26.1K
|
608
$24.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
685+ 59.31% |
$26.1K - $29.4K
|
1.84K
$73.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.53K+ 16.04% |
$58.3K - $65.6K
|
11K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.29K- 5.83% |
$126K - $141K
|
53.1K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-202- 1.96% |
$7.71K - $8.68K
|
10.1K
$405K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15.2K+ 7.82% |
$580K - $653K
|
210K
$8.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
9.07KNew |
$346K - $389K
|
9.07K
$364K
|
|
|
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 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.91K- 9.11% |
$188K - $211K
|
49K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-654- 13.69% |
$25K - $28.1K
|
4.12K
$166K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
23+ 0.35% |
$878 - $988
|
6.57K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.27K+ 8.77% |
$201K - $226K
|
65.4K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
10.7K+ 5.47% |
$407K - $458K
|
206K
$8.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.62KNew |
$214K - $241K
|
5.62K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.64K- 4.04% |
$62.8K - $70.6K
|
39.1K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.98K+ 19.05% |
$114K - $128K
|
18.6K
$747K
|
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
326KNew |
$12.4M - $14M
|
326K
$13.1M
|
|
|
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
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.63KNew |
$62.1K - $69.8K
|
1.63K
$65.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.51K- 5.35% |
$95.8K - $108K
|
44.3K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.94K+ 36.37% |
$150K - $169K
|
14.8K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.87KNew |
$71.3K - $80.2K
|
1.87K
$75K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
163KNew |
$6.23M - $7.01M
|
163K
$6.56M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
108+ 0.54% |
$4.12K - $4.64K
|
19.9K
$800K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
990+ 7.17% |
$37.8K - $42.5K
|
14.8K
$594K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20+ 3.77% |
$763 - $859
|
551
$22.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.69KNew |
$179K - $201K
|
4.69K
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 0.45% |
$305 - $344
|
1.76K
$70.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.7K- 8.94% |
$180K - $202K
|
47.9K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
4.13KNew |
$158K - $177K
|
4.13K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
18+ 0.27% |
$687 - $773
|
6.66K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.07KNew |
$232K - $261K
|
6.07K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 4.05% |
$39.2K - $44.2K
|
24.4K
$978K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
960+ 4.07% |
$36.6K - $41.2K
|
24.5K
$985K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.24K+ 33.01% |
$47.5K - $53.4K
|
5.01K
$201K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-425- 4.19% |
$16.2K - $18.3K
|
9.72K
$390K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.83K+ 1.96% |
$108K - $122K
|
147K
$5.91M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
311+ 3.24% |
$10.9K - $12.2K
|
9.91K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-6- 6.32% |
$210 - $235
|
89
$3.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
129+ 0.07% |
$4.51K - $5.06K
|
188K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.29K- 60.9% |
$290K - $325K
|
5.32K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 20.25% |
$48.9K - $54.9K
|
8.31K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8KNew |
$482K - $541K
|
13.8K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.06K+ 4.41% |
$37.1K - $41.6K
|
25.1K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-660- 17.02% |
$23.1K - $25.9K
|
3.22K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
376New |
$13.1K - $14.7K
|
376
$15.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$11.2K - $12.5K
|
320
$12.9K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
21.2KNew |
$743K - $833K
|
21.2K
$853K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
834+ 3.92% |
$29.1K - $32.7K
|
22.1K
$887K
|
|