Institutional Ownership Timothy Plan High Divid Stk Et (TPHD)
This table provides information about the institutional ownership of Timothy Plan High Divid Stk Et (TPHD). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 3.3 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
431,528
shares
|
$16.3 Million
0.01% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
235,517
shares
|
$8.87 Million
0.29% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
214,924
shares
|
$8.1 Million
0.65% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
137,131
shares
|
$5.17 Million
0.02% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
134,011
shares
|
$5.05 Million
0.0% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
129,569
shares
|
$4.88 Million
2.27% of portfolio
|
Q4 2024
Added 14.07%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
127,431
shares
|
$4.8 Million
2.08% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
112,320
shares
|
$4.23 Million
2.13% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
103,256
shares
|
$3.89 Million
0.23% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
88,486
shares
|
$3.33 Million
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
82,362
shares
|
$3.1 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
78,729
shares
|
$2.97 Million
0.04% of portfolio
|
Q4 2024
Reduced 39.12%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
75,079
shares
|
$2.83 Million
1.1% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
73,314
shares
|
$2.76 Million
0.0% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
69,011
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
68,071
shares
|
$2.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
64,043
shares
|
$2.41 Million
0.35% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
61,669
shares
|
$2.32 Million
0.31% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
56,774
shares
|
$2.14 Million
1.11% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
54,701
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
53,507
shares
|
$2.02 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
50,081
shares
|
$1.89 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,190
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
46,133
shares
|
$1.74 Million
0.07% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
45,035
shares
|
$1.7 Million
0.68% of portfolio
|
Q4 2024
Added 10.5%
|