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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-343- 4.56% |
$11.2K - $13.3K
|
7.18K
$283K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.15K- 92.66% |
$70.3K - $83.1K
|
170
$6.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.32K+ 35.3% |
$75.9K - $89.6K
|
8.87K
$350K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$32.8 - $38.7
|
1
$39.4
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.25K+ 3.03% |
$40.9K - $48.4K
|
42.4K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
233+ 0.13% |
$7.64K - $9.02K
|
186K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.06K+ 25.41% |
$67.6K - $79.9K
|
10.2K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.96K+ 45.52% |
$130K - $153K
|
12.7K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
387New |
$12.7K - $15K
|
387
$15.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.78K+ 15.96% |
$91.2K - $108K
|
20.2K
$797K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.36K+ 8.59% |
$110K - $130K
|
42.4K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-311- 4.48% |
$10.2K - $12K
|
6.63K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-218- 3.85% |
$7.14K - $8.44K
|
5.44K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.5K+ 29.28% |
$965K - $1.14M
|
130K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
16.2K+ 7.43% |
$531K - $627K
|
234K
$9.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.13K+ 42.59% |
$168K - $198K
|
17.2K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2K- 10.79% |
$65.6K - $77.5K
|
16.5K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 10.76% |
$220K - $260K
|
69.1K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44+ 12.09% |
$1.44K - $1.7K
|
408
$16.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
11+ 12.64% |
$360 - $426
|
98
$3.86K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
102+ 0.5% |
$3.34K - $3.95K
|
20.7K
$814K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-91.5K- 43.56% |
$3M - $3.54M
|
119K
$4.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
5.56K+ 12.49% |
$182K - $215K
|
50.1K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
167K+ 78.66% |
$5.49M - $6.49M
|
380K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.45K+ 4.72% |
$211K - $250K
|
143K
$5.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
186+ 3.02% |
$6.1K - $7.2K
|
6.35K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
2.81K+ 14.06% |
$92.1K - $109K
|
22.8K
$898K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-483- 27.38% |
$15.8K - $18.7K
|
1.28K
$50.5K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.59K+ 36.31% |
$150K - $178K
|
17.2K
$679K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
850+ 26.41% |
$27.9K - $32.9K
|
4.07K
$160K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.69K+ 78.9% |
$154K - $182K
|
10.6K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
50+ 9.6% |
$1.64K - $1.94K
|
571
$22.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
6.52K+ 52.07% |
$214K - $252K
|
19K
$750K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.62K+ 15.17% |
$152K - $179K
|
35.1K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
6.38K+ 67.77% |
$209K - $247K
|
15.8K
$622K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.35K+ 20.25% |
$208K - $246K
|
37.7K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-53.4K- 16.28% |
$1.75M - $2.07M
|
274K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.36K- 5.28% |
$77.5K - $91.5K
|
42.4K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
403+ 3.5% |
$13.2K - $15.6K
|
11.9K
$470K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-17.9K- 7.99% |
$586K - $692K
|
206K
$8.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.96K+ 1411.51% |
$64.3K - $76K
|
2.1K
$82.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
258+ 1.01% |
$8.45K - $9.99K
|
25.8K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.85K- 7.2% |
$159K - $188K
|
62.5K
$2.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.17K- 20.69% |
$137K - $162K
|
16K
$630K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
123K+ 1087.27% |
$4.04M - $4.77M
|
135K
$5.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.57K- 53.74% |
$51.6K - $60.9K
|
1.36K
$53.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-382- 20.89% |
$12.5K - $14.8K
|
1.45K
$57K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.83K+ 25.97% |
$126K - $148K
|
18.6K
$733K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.14K- 27.37% |
$103K - $122K
|
8.34K
$329K
|