Purchases and Sales Made in Q4 2024 in Timothy Plan High Divid Stk Et (TPHD)
This table provides information about the institutional ownership of Timothy Plan High Divid Stk Et (TPHD) during Q4 2024. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN HIGH DIVID STK ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
54.7KNew |
$1.96M - $2.16M
|
54.7K
$2.02M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.2KNew |
$653K - $719K
|
18.2K
$672K
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
16K+ 14.07% |
$573K - $631K
|
130K
$4.79M
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
15.4KNew |
$552K - $608K
|
15.4K
$569K
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
11KNew |
$395K - $434K
|
11K
$406K
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
8.75K+ 18.21% |
$314K - $346K
|
56.8K
$2.1M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.21K+ 6.37% |
$295K - $325K
|
137K
$5.07M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.79KNew |
$244K - $268K
|
6.79K
$251K
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.75K+ 8.35% |
$171K - $188K
|
61.7K
$2.28M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.98K+ 2.72% |
$107K - $118K
|
112K
$4.15M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.54K+ 8.59% |
$91K - $100K
|
32.1K
$1.19M
|
|
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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.19K+ 42.72% |
$78.7K - $86.7K
|
7.33K
$271K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 15.72% |
$78K - $85.9K
|
16K
$591K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.12KNew |
$76.1K - $83.7K
|
2.12K
$78.3K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.91K+ 98.1% |
$68.5K - $75.4K
|
3.85K
$142K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.8KNew |
$64.5K - $71K
|
1.8K
$66.4K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.73K+ 2.78% |
$62.1K - $68.4K
|
64K
$2.37M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
962+ 0.94% |
$34.5K - $38K
|
103K
$3.82M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
650New |
$23.3K - $25.7K
|
650
$24K
|
|
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
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55+ 7.96% |
$1.97K - $2.17K
|
746
$27.6K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
49+ 0.67% |
$1.76K - $1.94K
|
7.35K
$272K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 32.35% |
$790 - $869
|
90
$3.33K
|
|
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 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.32% |
$35.9 - $39.5
|
77
$2.85K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-113- 0.44% |
$4.06K - $4.46K
|
25.4K
$937K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-141- 2.0% |
$5.06K - $5.57K
|
6.92K
$256K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-342- 3.4% |
$12.3K - $13.5K
|
9.72K
$359K
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-506- 2.09% |
$18.2K - $20K
|
23.8K
$878K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-550- 6.03% |
$19.7K - $21.7K
|
8.57K
$317K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-598- 89.79% |
$21.5K - $23.6K
|
68
$2.51K
|
|
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
|
Win Advisors, Inc
|
SELL
|
- |
-2.45K- 9.65% |
$88.1K - $97K
|
23K
$849K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.93K- 29.92% |
$105K - $116K
|
6.87K
$254K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.26K- 9.86% |
$117K - $129K
|
29.8K
$1.1M
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.61K- 4.93% |
$237K - $261K
|
127K
$4.71M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-50.6K- 39.12% |
$1.82M - $2M
|
78.7K
$2.91M
|