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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-432- 5.43% |
$15.6K - $17.6K
|
7.53K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.5K+ 89.32% |
$1.72M - $1.94M
|
101K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
99.5K+ 267.86% |
$3.6M - $4.06M
|
137K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-508Closed |
$18.4K - $20.7K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
13+ 17.57% |
$470 - $531
|
87
$3.11K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.4KNew |
$630K - $712K
|
17.4K
$624K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 4.54% |
$107K - $121K
|
62.4K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.52K+ 106.4% |
$236K - $266K
|
12.6K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47+ 0.84% |
$1.7K - $1.92K
|
5.66K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.99K- 19.68% |
$71.9K - $81.2K
|
8.12K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-152K- 93.06% |
$5.49M - $6.2M
|
11.3K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.4K+ 349.6% |
$521K - $588K
|
18.5K
$664K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12.4K+ 6.03% |
$448K - $506K
|
218K
$7.81M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 3.19% |
$434 - $490
|
364
$13K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.67K+ 14.51% |
$205K - $231K
|
44.8K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
466+ 4.22% |
$16.8K - $19K
|
11.5K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.4KNew |
$340K - $384K
|
9.4K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 0.6% |
$398 - $449
|
1.83K
$65.5K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.03K+ 5.19% |
$73.4K - $82.9K
|
41.2K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.8K+ 10.23% |
$714K - $807K
|
213K
$7.62M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.51K- 9.2% |
$163K - $184K
|
44.5K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.32KNew |
$83.7K - $94.5K
|
2.32K
$82.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.99K+ 39.68% |
$71.9K - $81.2K
|
7K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.54K+ 17.48% |
$164K - $185K
|
30.5K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$578 - $653
|
6.58K
$236K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
111K+ 112.77% |
$4.03M - $4.55M
|
210K
$7.52M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
633+ 3.18% |
$22.9K - $25.8K
|
20.6K
$736K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.66K+ 9.25% |
$96K - $108K
|
31.4K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.08K+ 14.06% |
$75.1K - $84.8K
|
16.9K
$603K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.05% |
$36.1 - $40.8
|
1.87K
$66.9K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 19.31% |
$1.41K - $1.59K
|
163
$5.84K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
54+ 11.56% |
$1.95K - $2.2K
|
521
$18.7K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.16KNew |
$223K - $251K
|
6.16K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
3.46K+ 38.11% |
$125K - $141K
|
12.5K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.44K+ 3.25% |
$52.1K - $58.8K
|
45.8K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-1.2K- 29.06% |
$43.4K - $49K
|
2.93K
$105K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.72K+ 100.7% |
$171K - $193K
|
9.42K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.19K- 17.18% |
$151K - $171K
|
20.2K
$722K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
347+ 1.38% |
$12.5K - $14.2K
|
25.5K
$914K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
139New |
$5.02K - $5.67K
|
139
$4.98K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
14.4K+ 6.88% |
$521K - $588K
|
224K
$8.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.82KNew |
$210K - $238K
|
5.82K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.2K+ 10.14% |
$224K - $253K
|
67.3K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-721- 10.82% |
$26.1K - $29.4K
|
5.94K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.33K+ 19.49% |
$337K - $381K
|
57.2K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
17.1KNew |
$616K - $696K
|
17.1K
$611K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.51K+ 5.6% |
$54.6K - $61.6K
|
28.5K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
585+ 106.17% |
$21.1K - $23.9K
|
1.14K
$40.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.41K+ 13.95% |
$50.8K - $57.4K
|
11.5K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
307+ 2.07% |
$11.1K - $12.5K
|
15.1K
$541K
|