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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
307+ 2.07% |
$11.1K - $12.5K
|
15.1K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.44KNew |
$197K - $222K
|
5.44K
$195K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-245- 1.0% |
$8.85K - $10K
|
24.3K
$870K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
844+ 5.77% |
$30.5K - $34.4K
|
15.5K
$554K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
1.65K+ 0.51% |
$59.6K - $67.3K
|
328K
$11.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
20KNew |
$722K - $816K
|
20K
$715K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.13K+ 11.62% |
$40.8K - $46.1K
|
10.9K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
16.5KNew |
$595K - $672K
|
16.5K
$589K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.8KNew |
$533K - $602K
|
14.8K
$528K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.99% |
$217 - $245
|
612
$21.9K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.29K+ 1.55% |
$82.6K - $93.3K
|
150K
$5.35M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-686- 30.19% |
$26.2K - $29.5K
|
1.59K
$56.8K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.03KNew |
$39.5K - $44.4K
|
1.03K
$37K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150New |
$5.73K - $6.44K
|
150
$5.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.92K- 1.02% |
$73.4K - $82.5K
|
186K
$6.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
613New |
$23.4K - $26.3K
|
613
$21.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 34.6% |
$110K - $124K
|
11.2K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
608New |
$23.2K - $26.1K
|
608
$21.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.6K+ 134.55% |
$1.06M - $1.19M
|
48.2K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.98K+ 19.05% |
$114K - $128K
|
18.6K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.27K+ 188.3% |
$86.6K - $97.5K
|
3.47K
$124K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.63KNew |
$62.1K - $69.8K
|
1.63K
$58.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8- 0.45% |
$305 - $344
|
1.76K
$63.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.07KNew |
$232K - $261K
|
6.07K
$217K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-660- 17.02% |
$23.1K - $25.9K
|
3.22K
$115K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$11.2K - $12.5K
|
320
$11.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
175New |
$6.12K - $6.86K
|
175
$6.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.03K+ 17.44% |
$70.8K - $79.4K
|
13.6K
$488K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-99- 99.0% |
$3.36K - $3.62K
|
1
$35.8
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4- 3.64% |
$136 - $146
|
106
$3.79K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 1.54% |
$136 - $146
|
255
$9.13K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.22KNew |
$41.2K - $44.5K
|
1.22K
$43.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.05KNew |
$35.4K - $38.2K
|
1.05K
$37.4K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18New |
$602 - $660
|
18
$644
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.4KNew |
$850K - $933K
|
25.4K
$910K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.36K+ 611.26% |
$45.4K - $49.8K
|
1.58K
$56.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.6K- 73.32% |
$622K - $682K
|
6.76K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.29K- 16.97% |
$76.6K - $84K
|
11.2K
$401K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
72New |
$2.41K - $2.64K
|
72
$2.58K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 5.29% |
$1.07K - $1.17K
|
637
$22.8K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.36K+ 1974.71% |
$97.5K - $120K
|
3.53K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50+ 3.83% |
$1.45K - $1.79K
|
1.36K
$48.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$680K - $839K
|
23.4K
$838K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.47K+ 64.15% |
$217K - $268K
|
19.1K
$684K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.25K+ 232.08% |
$124K - $152K
|
6.09K
$218K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.7KNew |
$725K - $800K
|
23.7K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.8KNew |
$514K - $568K
|
16.8K
$601K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
555+ 2.29% |
$17K - $18.8K
|
24.8K
$886K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.24KNew |
$36.3K - $39.9K
|
1.24K
$44.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-469- 1.88% |
$13.7K - $15.1K
|
24.5K
$878K
|
|