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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
18.1K+ 126.26% |
$722K - $756K
|
32.5K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-222- 3.06% |
$8.84K - $9.26K
|
7.03K
$283K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14.5K- 33.83% |
$577K - $605K
|
28.3K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
138K+ 962.24% |
$5.51M - $5.77M
|
153K
$6.14M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
953+ 4.74% |
$38K - $39.8K
|
21.1K
$848K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.16K+ 13.69% |
$83.4K - $91.2K
|
18K
$722K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.17K+ 4.56% |
$83.6K - $91.4K
|
49.7K
$2M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
47.3KNew |
$1.82M - $2M
|
47.3K
$1.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
136+ 0.07% |
$5.24K - $5.74K
|
186K
$7.49M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
437+ 6.08% |
$16.9K - $18.4K
|
7.62K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104New |
$4.01K - $4.39K
|
104
$4.18K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.85K+ 8.77% |
$71.5K - $78.2K
|
23K
$925K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
155KNew |
$5.97M - $6.52M
|
155K
$6.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
732+ 3.62% |
$28.2K - $30.9K
|
21K
$843K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.75K+ 16.37% |
$222K - $242K
|
40.9K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 16.93% |
$113K - $123K
|
20.2K
$811K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.21K+ 12.28% |
$201K - $220K
|
47.7K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.77K+ 32.55% |
$68.3K - $74.7K
|
7.22K
$290K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
112+ 1.69% |
$4.32K - $4.72K
|
6.74K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-37.7K- 28.04% |
$1.45M - $1.59M
|
96.8K
$3.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30New |
$1.16K - $1.27K
|
30
$1.21K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.01K- 9.9% |
$38.9K - $42.5K
|
9.18K
$369K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
10.8KNew |
$418K - $457K
|
10.8K
$436K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25- 6.13% |
$964 - $1.05K
|
383
$15.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.27K- 4.05% |
$203K - $222K
|
125K
$5.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.3K- 56.47% |
$1.36M - $1.49M
|
27.2K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31- 2.14% |
$1.2K - $1.31K
|
1.42K
$57K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 9.02% |
$44.1K - $48.2K
|
11.5K
$464K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
477+ 7.52% |
$18.4K - $20.1K
|
6.82K
$274K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
68K+ 33.02% |
$2.62M - $2.87M
|
274K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.4K+ 5.63% |
$826K - $903K
|
402K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
53.3KNew |
$2.06M - $2.25M
|
53.3K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
186KNew |
$7.18M - $7.85M
|
186K
$7.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-451- 0.32% |
$17.4K - $19K
|
143K
$5.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
219+ 17.1% |
$8.44K - $9.24K
|
1.5K
$60.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.13K+ 13.2% |
$352K - $385K
|
78.3K
$3.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4.56K+ 1.95% |
$176K - $192K
|
239K
$9.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
111KNew |
$4.28M - $4.68M
|
111K
$4.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
12.2K+ 7.81% |
$470K - $514K
|
168K
$6.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.7K+ 14.54% |
$104K - $114K
|
21.3K
$857K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
BUY
|
- |
2.48K+ 10.9% |
$95.8K - $105K
|
25.3K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 42.4% |
$422K - $461K
|
36.7K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 0.16% |
$1.31K - $1.43K
|
20.7K
$832K
|
|
|
Nov 04, 2025
Q3 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-67.6K- 24.63% |
$2.61M - $2.85M
|
207K
$8.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-455- 2.65% |
$17.5K - $19.2K
|
16.7K
$672K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.25KNew |
$48.1K - $52.6K
|
1.25K
$50.2K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.59K+ 12.18% |
$177K - $194K
|
42.3K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
134KNew |
$5.15M - $5.63M
|
134K
$5.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.66K- 15.61% |
$64K - $70K
|
8.97K
$361K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-629- 7.54% |
$24.3K - $26.5K
|
7.71K
$310K
|
|