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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 0.16% |
$1.31K - $1.43K
|
20.7K
$832K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30New |
$1.16K - $1.27K
|
30
$1.21K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.16% |
$116 - $127
|
1.87K
$75.3K
|
|
| Q2 2025 | |||||||
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
15.9K+ 55.94% |
$522K - $616K
|
44.4K
$1.78M
|
|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
850+ 26.41% |
$27.9K - $32.9K
|
4.07K
$164K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$13.1K - $15.5K
|
400
$16.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
50+ 9.6% |
$1.64K - $1.94K
|
571
$23K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
11+ 12.64% |
$360 - $426
|
98
$3.94K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$32.8 - $38.7
|
1
$40.2
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.44KNew |
$197K - $222K
|
5.44K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$578 - $653
|
6.58K
$265K
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.07KNew |
$232K - $261K
|
6.07K
$244K
|
|
|
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
|
|
|
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
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.03K+ 17.44% |
$70.8K - $79.4K
|
13.6K
$549K
|
|
|
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
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.22KNew |
$41.2K - $44.5K
|
1.22K
$48.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.4KNew |
$850K - $933K
|
25.4K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.36K+ 611.26% |
$45.4K - $49.8K
|
1.58K
$63.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
72New |
$2.41K - $2.64K
|
72
$2.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 5.29% |
$1.07K - $1.17K
|
637
$25.6K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18New |
$602 - $660
|
18
$724
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.4KNew |
$680K - $839K
|
23.4K
$942K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.47K+ 64.15% |
$217K - $268K
|
19.1K
$769K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.25K+ 232.08% |
$124K - $152K
|
6.09K
$245K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.36K+ 1974.71% |
$97.5K - $120K
|
3.53K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
50+ 3.83% |
$1.45K - $1.79K
|
1.36K
$54.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.7KNew |
$725K - $800K
|
23.7K
$952K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.8KNew |
$514K - $568K
|
16.8K
$676K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.24KNew |
$36.3K - $39.9K
|
1.24K
$49.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.68KNew |
$201K - $231K
|
6.68K
$269K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
110New |
$3.12K - $3.57K
|
110
$4.42K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
373New |
$11.8K - $13.5K
|
373
$15K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.77K+ 2904.29% |
$219K - $233K
|
7K
$282K
|
|