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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.1K+ 71.85% |
$511K - $552K
|
36.1K
$1.41M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.2KNew |
$482K - $520K
|
14.2K
$554K
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.6KNew |
$224K - $242K
|
6.6K
$257K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.18K+ 26.86% |
$210K - $226K
|
29.2K
$1.14M
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 12.19% |
$90.2K - $97.5K
|
24.5K
$955K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.88K+ 19.35% |
$63.8K - $69K
|
11.6K
$453K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.67K+ 335.27% |
$56.7K - $61.2K
|
2.17K
$84.6K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.05KNew |
$35.4K - $38.2K
|
1.05K
$40.7K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
699+ 6.35% |
$23.7K - $25.6K
|
11.7K
$456K
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
188+ 2.05% |
$6.37K - $6.88K
|
9.35K
$364K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
124KNew |
$4.16M - $4.56M
|
124K
$4.84M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
114K+ 269.42% |
$3.82M - $4.19M
|
157K
$6.11M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
88.7K+ 115.7% |
$2.97M - $3.26M
|
165K
$6.45M
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
68.4K+ 703.02% |
$2.29M - $2.51M
|
78.1K
$3.05M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
60.6KNew |
$2.03M - $2.22M
|
60.6K
$2.36M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
45.3K+ 744.69% |
$1.51M - $1.66M
|
51.3K
$2M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.4KNew |
$850K - $933K
|
25.4K
$991K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.7K+ 33.85% |
$693K - $760K
|
81.9K
$3.19M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.7KNew |
$625K - $686K
|
18.7K
$728K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18K+ 257.15% |
$601K - $659K
|
24.9K
$972K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 28.2% |
$432K - $474K
|
58.7K
$2.29M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
9.05K+ 3453.05% |
$303K - $332K
|
9.31K
$363K
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
5.5KNew |
$184K - $202K
|
5.5K
$214K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.15K+ 6.59% |
$105K - $116K
|
50.9K
$1.98M
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.07K+ 1.4% |
$69.4K - $76.1K
|
151K
$5.87M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.36K+ 611.26% |
$45.4K - $49.8K
|
1.58K
$61.5K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
861New |
$28.8K - $31.6K
|
861
$33.6K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
666+ 23.29% |
$22.3K - $24.4K
|
3.53K
$137K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
661+ 7.41% |
$22.1K - $24.3K
|
9.58K
$373K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
347+ 2.38% |
$11.6K - $12.7K
|
14.9K
$581K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
327+ 2.9% |
$10.9K - $12K
|
11.6K
$451K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150New |
$5.02K - $5.5K
|
150
$5.85K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
72New |
$2.41K - $2.64K
|
72
$2.81K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 5.29% |
$1.07K - $1.17K
|
637
$24.8K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27+ 90.0% |
$903 - $991
|
57
$2.22K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18New |
$602 - $660
|
18
$701
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$33.5 - $36.7
|
1
$39
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.8KNew |
$1.24M - $1.53M
|
42.8K
$1.67M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.4K+ 448.12% |
$1.09M - $1.34M
|
45.8K
$1.78M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$680K - $839K
|
23.4K
$913K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4K+ 164.74% |
$330K - $408K
|
18.3K
$712K
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.47K+ 64.15% |
$217K - $268K
|
19.1K
$745K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.25K+ 232.08% |
$124K - $152K
|
6.09K
$237K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
593+ 20.21% |
$17.2K - $21.3K
|
3.53K
$137K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50+ 3.83% |
$1.45K - $1.79K
|
1.36K
$52.9K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.7KNew |
$725K - $800K
|
23.7K
$923K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.8KNew |
$514K - $568K
|
16.8K
$655K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
555+ 2.29% |
$17K - $18.8K
|
24.8K
$965K
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
11+ 0.22% |
$337 - $372
|
5.02K
$196K
|