Latest Institutional Purchases of Timothy Plan U S Sm Cap Core E (TPSC)
This list provides information on the latest institutional transactions involving Timothy Plan U S Sm Cap Core E (TPSC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
46.9KNew |
$1.64M - $1.84M
|
46.9K
$1.98M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
26.4K+ 100.91% |
$923K - $1.04M
|
52.6K
$2.22M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
21.2KNew |
$743K - $833K
|
21.2K
$898K
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18.6K+ 10.57% |
$652K - $731K
|
195K
$8.24M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 11.93% |
$530K - $594K
|
142K
$6.01M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8KNew |
$482K - $541K
|
13.8K
$583K
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
7.96K+ 17.32% |
$278K - $312K
|
53.9K
$2.28M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.06K+ 9.85% |
$177K - $198K
|
56.4K
$2.38M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.35K+ 11.46% |
$117K - $131K
|
32.5K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
3.22K+ 8.57% |
$112K - $126K
|
40.7K
$1.72M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.11K+ 18.01% |
$73.7K - $82.6K
|
13.8K
$584K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.03K+ 17.44% |
$70.8K - $79.4K
|
13.6K
$577K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.6K+ 73.48% |
$55.8K - $62.6K
|
3.77K
$159K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 20.25% |
$48.9K - $54.9K
|
8.31K
$351K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.21KNew |
$42.1K - $47.2K
|
1.21K
$50.9K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.06K+ 4.41% |
$37.1K - $41.6K
|
25.1K
$1.06M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
834+ 3.92% |
$29.1K - $32.7K
|
22.1K
$934K
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
796+ 8.51% |
$27.8K - $31.2K
|
10.1K
$429K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
642+ 125.15% |
$22.4K - $25.2K
|
1.16K
$48.8K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
606New |
$21.2K - $23.8K
|
606
$25.6K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
444+ 4.51% |
$15.5K - $17.4K
|
10.3K
$435K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
386+ 1.99% |
$13.5K - $15.1K
|
19.8K
$838K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
376New |
$13.1K - $14.7K
|
376
$15.9K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
368+ 1.47% |
$12.9K - $14.4K
|
25.4K
$1.07M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$11.2K - $12.5K
|
320
$13.5K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
311+ 3.24% |
$10.9K - $12.2K
|
9.91K
$419K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
175New |
$6.12K - $6.86K
|
175
$7.4K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
170New |
$5.94K - $6.66K
|
170
$7.19K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
148New |
$5.17K - $5.8K
|
148
$6.26K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
129+ 0.07% |
$4.51K - $5.06K
|
188K
$7.94M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
127+ 7.72% |
$4.44K - $4.98K
|
1.77K
$74.9K
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
119+ 0.08% |
$4.16K - $4.66K
|
144K
$6.1M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
41+ 0.62% |
$1.43K - $1.61K
|
6.65K
$281K
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
21+ 0.32% |
$734 - $823
|
6.54K
$277K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6+ 0.13% |
$210 - $235
|
4.78K
$202K
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52KNew |
$51.5K - $55.6K
|
1.52K
$64.3K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.22KNew |
$41.2K - $44.5K
|
1.22K
$51.4K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.05KNew |
$35.4K - $38.2K
|
1.05K
$44.2K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
467New |
$15.8K - $17.1K
|
467
$19.7K
|
|
Q1 2024 | |||||||
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
114K+ 269.42% |
$3.82M - $4.19M
|
157K
$6.62M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.4KNew |
$850K - $933K
|
25.4K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.36K+ 611.26% |
$45.4K - $49.8K
|
1.58K
$66.7K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
861New |
$28.8K - $31.6K
|
861
$36.4K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150New |
$5.02K - $5.5K
|
150
$6.34K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
72New |
$2.41K - $2.64K
|
72
$3.04K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 5.29% |
$1.07K - $1.17K
|
637
$26.9K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18New |
$602 - $660
|
18
$761
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$33.5 - $36.7
|
1
$42.3
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$680K - $839K
|
23.4K
$990K
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.47K+ 64.15% |
$217K - $268K
|
19.1K
$808K
|