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 77 institutions that hold shares in the stock, with a total of 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
416,837
shares
|
$15.2 Million
0.01% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
267,774
shares
|
$9.8 Million
0.37% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
212,991
shares
|
$7.79 Million
0.69% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
134,040
shares
|
$4.9 Million
1.84% of portfolio
|
Q3 2024
Reduced 16.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
129,308
shares
|
$4.73 Million
0.06% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
128,917
shares
|
$4.72 Million
0.02% of portfolio
|
Q3 2024
Added 27.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
122,764
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.6%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
113,592
shares
|
$4.16 Million
2.33% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
109,342
shares
|
$4 Million
2.17% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
102,294
shares
|
$3.74 Million
0.26% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
87,837
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
72,666
shares
|
$2.66 Million
1.13% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
70,778
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
67,973
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
62,312
shares
|
$2.28 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
56,916
shares
|
$2.08 Million
0.29% of portfolio
|
Q3 2024
Added 330.79%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
51,585
shares
|
$1.89 Million
0.11% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
48,028
shares
|
$1.76 Million
0.94% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,190
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
46,188
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
45,985
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
42,392
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
40,754
shares
|
$1.49 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
33,728
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
33,478
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2024
Added 6.81%
|