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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.13K- 5.91% |
$74.5K - $83.6K
|
33.9K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
642+ 125.15% |
$22.4K - $25.2K
|
1.16K
$45.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.23K- 35.07% |
$42.9K - $48.1K
|
2.27K
$89.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.4K- 47.99% |
$504K - $565K
|
15.6K
$613K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
444+ 4.51% |
$15.5K - $17.4K
|
10.3K
$403K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
175New |
$6.12K - $6.86K
|
175
$6.86K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
127+ 7.72% |
$4.44K - $4.98K
|
1.77K
$69.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.17K- 4.04% |
$286K - $320K
|
194K
$7.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.35K+ 11.46% |
$117K - $131K
|
32.5K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
368+ 1.47% |
$12.9K - $14.4K
|
25.4K
$996K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.93K- 84.24% |
$67.4K - $75.6K
|
361
$14.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
26.4K+ 100.91% |
$923K - $1.04M
|
52.6K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
386+ 1.99% |
$13.5K - $15.1K
|
19.8K
$777K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-935- 3.81% |
$32.7K - $36.7K
|
23.6K
$925K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.11K+ 18.01% |
$73.7K - $82.6K
|
13.8K
$542K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
41+ 0.62% |
$1.43K - $1.61K
|
6.65K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
796+ 8.51% |
$27.8K - $31.2K
|
10.1K
$398K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.03K+ 17.44% |
$70.8K - $79.4K
|
13.6K
$535K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3- 0.03% |
$105 - $118
|
9.52K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
606New |
$21.2K - $23.8K
|
606
$23.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
148New |
$5.17K - $5.8K
|
148
$5.8K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
119+ 0.08% |
$4.16K - $4.66K
|
144K
$5.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
46.9KNew |
$1.64M - $1.84M
|
46.9K
$1.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-935- 6.58% |
$32.7K - $36.7K
|
13.3K
$521K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.4K- 42.8% |
$537K - $603K
|
20.5K
$806K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-915- 3.67% |
$31K - $33.5K
|
24K
$943K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4- 3.64% |
$136 - $146
|
106
$4.16K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$461K - $498K
|
13.6K
$534K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
12+ 14.46% |
$407 - $439
|
95
$3.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
98.2K+ 125.68% |
$3.33M - $3.59M
|
176K
$6.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
457+ 0.9% |
$15.5K - $16.7K
|
51.4K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.94K- 2.05% |
$133K - $144K
|
188K
$7.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.91KNew |
$234K - $253K
|
6.91K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
294+ 3.16% |
$9.96K - $10.8K
|
9.6K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 3.83% |
$76.3K - $82.4K
|
61K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-319- 6.27% |
$10.8K - $11.7K
|
4.77K
$187K
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
37.5KNew |
$1.27M - $1.37M
|
37.5K
$1.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 121.93% |
$396K - $428K
|
21.3K
$834K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.1K+ 55.07% |
$1.53M - $1.65M
|
127K
$4.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
285+ 0.62% |
$9.66K - $10.4K
|
46K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 1.54% |
$136 - $146
|
255
$10K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
1.02K+ 18.63% |
$34.7K - $37.5K
|
6.52K
$256K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
467New |
$15.8K - $17.1K
|
467
$18.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.22KNew |
$41.2K - $44.5K
|
1.22K
$47.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.52KNew |
$51.5K - $55.6K
|
1.52K
$59.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.67K+ 335.27% |
$56.7K - $61.2K
|
2.17K
$85.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.05KNew |
$35.4K - $38.2K
|
1.05K
$41K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150New |
$5.02K - $5.5K
|
150
$5.88K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18New |
$602 - $660
|
18
$706
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$10.7K - $11.7K
|
320
$12.6K
|
|