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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 9.4% |
$368K - $400K
|
102K
$3.83M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
40.8KNew |
$1.41M - $1.54M
|
40.8K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.87K- 11.54% |
$307K - $334K
|
68K
$2.54M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.13K+ 6.81% |
$74K - $80.5K
|
33.5K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$69.3 - $75.4
|
2.92K
$109K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
7.83K+ 7.4% |
$271K - $295K
|
114K
$4.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
432+ 33.94% |
$15K - $16.3K
|
1.71K
$63.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.76K- 35.16% |
$61.1K - $66.4K
|
3.25K
$122K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.1K+ 14.26% |
$560K - $609K
|
129K
$4.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.37K- 41.07% |
$290K - $316K
|
12K
$450K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-24.6K- 10.34% |
$852K - $926K
|
213K
$7.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.84K+ 4.57% |
$133K - $145K
|
87.8K
$3.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-181- 44.58% |
$6.28K - $6.82K
|
225
$8.42K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.27K- 1.99% |
$44K - $47.8K
|
62.3K
$2.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.17K+ 9.48% |
$75.1K - $81.7K
|
25K
$936K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.52K- 5.06% |
$87.2K - $94.8K
|
47.2K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
43.7K+ 330.79% |
$1.52M - $1.65M
|
56.9K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-170- 27.73% |
$5.89K - $6.41K
|
443
$16.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-748Closed |
$25.9K - $28.2K
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.27K+ 29.66% |
$78.6K - $85.5K
|
9.91K
$371K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-667- 9.61% |
$22.9K - $24.2K
|
6.27K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.43KNew |
$83.4K - $88K
|
2.43K
$91K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.18K+ 23.38% |
$109K - $115K
|
16.8K
$627K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 32.26% |
$1.72K - $1.81K
|
105
$3.93K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
818New |
$28.1K - $29.6K
|
818
$30.6K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.7K+ 81.75% |
$119K - $134K
|
8.22K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.85K+ 19.12% |
$124K - $139K
|
24K
$898K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-48.9K- 71.43% |
$1.58M - $1.77M
|
19.6K
$733K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.34KNew |
$140K - $157K
|
4.34K
$162K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-336- 3.76% |
$10.8K - $12.2K
|
8.6K
$322K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
17+ 0.11% |
$549 - $615
|
15.6K
$582K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.18% |
$387 - $434
|
6.7K
$251K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25.1KNew |
$809K - $906K
|
25.1K
$938K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.98KNew |
$193K - $216K
|
5.98K
$224K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-122K- 33.96% |
$3.95M - $4.43M
|
238K
$8.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.52K- 21.01% |
$48.9K - $54.8K
|
5.7K
$213K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
165+ 12.36% |
$5.33K - $5.97K
|
1.5K
$56.1K
|
|
| Q4 2023 | |||||||
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
7.45K+ 100.0% |
$219K - $248K
|
14.9K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
154+ 3.91% |
$4.54K - $5.13K
|
4.09K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.26K- 32.19% |
$243K - $275K
|
17.4K
$651K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.33K+ 136.82% |
$275K - $311K
|
16.2K
$605K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.4KNew |
$348K - $373K
|
11.4K
$426K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
325New |
$9.95K - $10.7K
|
325
$12.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$411K - $437K
|
13.9K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-145- 6.76% |
$4.29K - $4.57K
|
2K
$74.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3.73KNew |
$110K - $117K
|
3.73K
$139K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.03KNew |
$30.6K - $32.5K
|
1.03K
$38.7K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37+ 0.55% |
$1.09K - $1.21K
|
6.76K
$253K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$8.88K - $9.8K
|
300
$11.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15+ 1.8% |
$444 - $490
|
850
$31.8K
|
|