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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-13.3K- 26.49% |
$511K - $559K
|
36.8K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
640+ 3.36% |
$24.7K - $27K
|
19.7K
$792K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-521- 0.34% |
$20.1K - $22K
|
153K
$6.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.16% |
$116 - $127
|
1.87K
$75.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.9K- 23.82% |
$150K - $165K
|
12.5K
$502K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.17K+ 11.56% |
$83.6K - $91.5K
|
20.9K
$842K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.11K+ 8.06% |
$197K - $215K
|
68.5K
$2.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.25K- 2.95% |
$48.3K - $52.8K
|
41.1K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.91K- 36.93% |
$228K - $249K
|
10.1K
$406K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
705New |
$27.2K - $29.7K
|
705
$28.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.92K- 11.78% |
$112K - $123K
|
21.8K
$878K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
537+ 6.05% |
$20.7K - $22.6K
|
9.41K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 15.52% |
$71.3K - $78K
|
13.8K
$554K
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
351+ 25.9% |
$13.5K - $14.8K
|
1.71K
$68.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
320New |
$12.3K - $13.5K
|
320
$12.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.22K+ 17.49% |
$47K - $51.4K
|
8.19K
$330K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.6K+ 29.83% |
$561K - $614K
|
63.3K
$2.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51+ 3.43% |
$1.97K - $2.15K
|
1.54K
$61.9K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
175New |
$6.75K - $7.38K
|
175
$7.04K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.56K- 3.33% |
$60.2K - $65.8K
|
45.4K
$1.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
853+ 7.94% |
$32.9K - $36K
|
11.6K
$466K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.03K- 4.24% |
$39.5K - $43.2K
|
23.1K
$931K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
557New |
$21.5K - $23.5K
|
557
$22.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-177- 17.12% |
$6.83K - $7.46K
|
857
$34.5K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37- 8.73% |
$1.21K - $1.43K
|
387
$15.6K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.15K- 92.66% |
$70.3K - $83.1K
|
170
$6.84K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$32.8 - $38.7
|
1
$40.2
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
11+ 12.64% |
$360 - $426
|
98
$3.94K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
850+ 26.41% |
$27.9K - $32.9K
|
4.07K
$164K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
50+ 9.6% |
$1.64K - $1.94K
|
571
$23K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.96K+ 1411.51% |
$64.3K - $76K
|
2.1K
$84.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.49K+ 15.87% |
$48.9K - $57.8K
|
10.9K
$438K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$13.1K - $15.5K
|
400
$16.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
15.9K+ 55.94% |
$522K - $616K
|
44.4K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-441- 27.81% |
$14.5K - $17.1K
|
1.15K
$46.1K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$578 - $653
|
6.58K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-39- 19.31% |
$1.41K - $1.59K
|
163
$6.56K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.44KNew |
$197K - $222K
|
5.44K
$219K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.03KNew |
$39.5K - $44.4K
|
1.03K
$41.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
613New |
$23.4K - $26.3K
|
613
$24.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.98K+ 19.05% |
$114K - $128K
|
18.6K
$748K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.63KNew |
$62.1K - $69.8K
|
1.63K
$65.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.07KNew |
$232K - $261K
|
6.07K
$244K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
320New |
$11.2K - $12.5K
|
320
$12.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
175New |
$6.12K - $6.86K
|
175
$7.04K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.03K+ 17.44% |
$70.8K - $79.4K
|
13.6K
$549K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4- 3.64% |
$136 - $146
|
106
$4.26K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 1.54% |
$136 - $146
|
255
$10.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.22KNew |
$41.2K - $44.5K
|
1.22K
$48.9K
|
|