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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
111K+ 112.77% |
$4.03M - $4.55M
|
210K
$7.52M
|
|
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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.5K+ 89.32% |
$1.72M - $1.94M
|
101K
$3.6M
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
20KNew |
$722K - $816K
|
20K
$715K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.8K+ 10.23% |
$714K - $807K
|
213K
$7.62M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7K+ 83.08% |
$641K - $724K
|
39.1K
$1.4M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.4KNew |
$630K - $712K
|
17.4K
$624K
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
17.1KNew |
$616K - $696K
|
17.1K
$611K
|
|
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
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.4K+ 349.6% |
$521K - $588K
|
18.5K
$664K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
14.4K+ 6.88% |
$521K - $588K
|
224K
$8.02M
|
|
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
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.4KNew |
$340K - $384K
|
9.4K
$337K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.33K+ 19.49% |
$337K - $381K
|
57.2K
$2.05M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.52K+ 106.4% |
$236K - $266K
|
12.6K
$453K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.2K+ 10.14% |
$224K - $253K
|
67.3K
$2.41M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.16KNew |
$223K - $251K
|
6.16K
$220K
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.82KNew |
$210K - $238K
|
5.82K
$208K
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.67K+ 14.51% |
$205K - $231K
|
44.8K
$1.6M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.44KNew |
$197K - $222K
|
5.44K
$195K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.72K+ 100.7% |
$171K - $193K
|
9.42K
$337K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.54K+ 17.48% |
$164K - $185K
|
30.5K
$1.09M
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
3.46K+ 38.11% |
$125K - $141K
|
12.5K
$448K
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.66K+ 9.25% |
$96K - $108K
|
31.4K
$1.12M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.32KNew |
$83.7K - $94.5K
|
2.32K
$82.9K
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.29K+ 1.55% |
$82.6K - $93.3K
|
150K
$5.35M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.08K+ 14.06% |
$75.1K - $84.8K
|
16.9K
$603K
|
|
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
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.99K+ 39.68% |
$71.9K - $81.2K
|
7K
$251K
|
|
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 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.51K+ 5.6% |
$54.6K - $61.6K
|
28.5K
$1.02M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.44K+ 3.25% |
$52.1K - $58.8K
|
45.8K
$1.64M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.41K+ 13.95% |
$50.8K - $57.4K
|
11.5K
$411K
|
|
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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
844+ 5.77% |
$30.5K - $34.4K
|
15.5K
$554K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
633+ 3.18% |
$22.9K - $25.8K
|
20.6K
$736K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
585+ 106.17% |
$21.1K - $23.9K
|
1.14K
$40.7K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
466+ 4.22% |
$16.8K - $19K
|
11.5K
$412K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
347+ 1.38% |
$12.5K - $14.2K
|
25.5K
$914K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
307+ 2.07% |
$11.1K - $12.5K
|
15.1K
$541K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
139New |
$5.02K - $5.67K
|
139
$4.98K
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
56+ 0.03% |
$2.02K - $2.29K
|
186K
$6.65M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
54+ 11.56% |
$1.95K - $2.2K
|
521
$18.7K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47+ 0.84% |
$1.7K - $1.92K
|
5.66K
$203K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$578 - $653
|
6.58K
$236K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
13+ 17.57% |
$470 - $531
|
87
$3.11K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.99% |
$217 - $245
|
612
$21.9K
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.05% |
$36.1 - $40.8
|
1.87K
$66.9K
|
|
Q4 2024 | |||||||
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
|