Latest Institutional Transactions on Timothy Plan High Divid Stk Et (TPHD)
This table provides information on the latest institutional transactions involving Timothy Plan High Divid Stk Et (TPHD) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
16K+ 14.07% |
$573K - $631K
|
130K
$4.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2.41K+ 3.32% |
$86.6K - $95.3K
|
75.1K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.93K- 29.92% |
$105K - $116K
|
6.87K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.61K- 4.93% |
$237K - $261K
|
127K
$4.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.2KNew |
$653K - $719K
|
18.2K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.75K+ 8.35% |
$171K - $188K
|
61.7K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
962+ 0.94% |
$34.5K - $38K
|
103K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-141- 2.0% |
$5.06K - $5.57K
|
6.92K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
54.7KNew |
$1.96M - $2.16M
|
54.7K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-506- 2.09% |
$18.2K - $20K
|
23.8K
$878K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-50.6K- 39.12% |
$1.82M - $2M
|
78.7K
$2.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.73K+ 2.78% |
$62.1K - $68.4K
|
64K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.91K+ 98.1% |
$68.5K - $75.4K
|
3.85K
$142K
|
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
15.4KNew |
$552K - $608K
|
15.4K
$569K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.32% |
$35.9 - $39.5
|
77
$2.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.21K+ 6.37% |
$295K - $325K
|
137K
$5.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.19K+ 42.72% |
$78.7K - $86.7K
|
7.33K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.8KNew |
$64.5K - $71K
|
1.8K
$66.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.12KNew |
$76.1K - $83.7K
|
2.12K
$78.3K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.47% |
$144 - $158
|
859
$31.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3+ 0.03% |
$108 - $119
|
11.8K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
11KNew |
$395K - $434K
|
11K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 32.35% |
$790 - $869
|
90
$3.33K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
187+ 4.26% |
$6.71K - $7.39K
|
4.57K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
148+ 0.32% |
$5.31K - $5.85K
|
46.1K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-2.45K- 9.65% |
$88.1K - $97K
|
23K
$849K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
8.75K+ 18.21% |
$314K - $346K
|
56.8K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.5K- 2.92% |
$54K - $59.4K
|
50.1K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55+ 7.96% |
$1.97K - $2.17K
|
746
$27.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-113- 0.44% |
$4.06K - $4.46K
|
25.4K
$937K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-550- 6.03% |
$19.7K - $21.7K
|
8.57K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-342- 3.4% |
$12.3K - $13.5K
|
9.72K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
49+ 0.67% |
$1.76K - $1.94K
|
7.35K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.26K- 9.86% |
$117K - $129K
|
29.8K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.54K+ 8.59% |
$91K - $100K
|
32.1K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 15.72% |
$78K - $85.9K
|
16K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
650New |
$23.3K - $25.7K
|
650
$24K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.79KNew |
$244K - $268K
|
6.79K
$251K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.98K+ 2.72% |
$107K - $118K
|
112K
$4.15M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.86KNew |
$273K - $296K
|
7.86K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-18- 3.78% |
$624 - $679
|
458
$16.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$69.3 - $75.4
|
2
$73.9
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-121K- 49.6% |
$4.19M - $4.56M
|
123K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-151- 0.82% |
$5.24K - $5.69K
|
18.4K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.04K+ 9.9% |
$105K - $115K
|
33.7K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.1K- 16.91% |
$38.2K - $41.5K
|
5.41K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.93K- 14.29% |
$171K - $186K
|
29.6K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.3K- 50.6% |
$219K - $238K
|
6.16K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-111- 1.87% |
$3.85K - $4.18K
|
5.83K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.1% |
$34.7 - $37.7
|
1.03K
$38K
|
|