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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.4KNew |
$850K - $933K
|
25.4K
$997K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$33.5 - $36.7
|
1
$39.2
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.29K- 16.97% |
$76.6K - $84K
|
11.2K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.6K- 73.32% |
$622K - $682K
|
6.76K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.36K+ 611.26% |
$45.4K - $49.8K
|
1.58K
$61.9K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-236- 2.49% |
$7.9K - $8.66K
|
9.24K
$362K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
861New |
$28.8K - $31.6K
|
861
$33.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
72New |
$2.41K - $2.64K
|
72
$2.82K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 5.29% |
$1.07K - $1.17K
|
637
$25K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
45.3K+ 744.69% |
$1.51M - $1.66M
|
51.3K
$2.01M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
114K+ 269.42% |
$3.82M - $4.19M
|
157K
$6.15M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.4K+ 448.12% |
$1.09M - $1.34M
|
45.8K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50+ 3.83% |
$1.45K - $1.79K
|
1.36K
$53.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$680K - $839K
|
23.4K
$918K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.47K+ 64.15% |
$217K - $268K
|
19.1K
$750K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
593+ 20.21% |
$17.2K - $21.3K
|
3.53K
$138K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.25K+ 232.08% |
$124K - $152K
|
6.09K
$239K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.7KNew |
$725K - $800K
|
23.7K
$929K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.8KNew |
$514K - $568K
|
16.8K
$659K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
555+ 2.29% |
$17K - $18.8K
|
24.8K
$971K
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
11+ 0.22% |
$337 - $372
|
5.02K
$197K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32New |
$937 - $1.03K
|
32
$1.26K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.24KNew |
$36.3K - $39.9K
|
1.24K
$48.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-469- 1.88% |
$13.7K - $15.1K
|
24.5K
$962K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.68KNew |
$201K - $231K
|
6.68K
$262K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.36K+ 53.89% |
$40.8K - $46.9K
|
3.88K
$152K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$9.01K - $10.4K
|
300
$11.8K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
110New |
$3.12K - $3.57K
|
110
$4.31K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
533+ 53.46% |
$14.8K - $17.7K
|
1.53K
$60K
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-337Closed |
$9.43K - $11.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
373New |
$11.8K - $13.5K
|
373
$14.6K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.77K+ 2904.29% |
$219K - $233K
|
7K
$275K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-32Closed |
$1.03K - $1.1K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-35- 26.52% |
$551 - $793
|
97
$3.8K
|
|