Latest Institutional Transactions on Timothy Plan High Divid Stk En (TPHE)
This table provides information on the latest institutional transactions involving Timothy Plan High Divid Stk En (TPHE) 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 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7KNew |
$536K - $583K
|
22.7K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-33- 0.33% |
$778 - $847
|
10.1K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.89KNew |
$186K - $203K
|
7.89K
$196K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.76K- 51.12% |
$160K - $174K
|
6.47K
$161K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.01K+ 5.59% |
$142K - $154K
|
113K
$2.82M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-9.1K- 22.96% |
$215K - $234K
|
30.5K
$760K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.79KNew |
$65.9K - $71.7K
|
2.79K
$69.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9K+ 48.5% |
$212K - $231K
|
27.6K
$686K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 14.61% |
$305K - $332K
|
75.7K
$1.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-270- 1.47% |
$6.33K - $6.65K
|
18.1K
$451K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
419+ 1.92% |
$9.82K - $10.3K
|
22.3K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.95K+ 8.06% |
$69.2K - $72.7K
|
39.6K
$985K
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-47.9K- 98.41% |
$1.12M - $1.18M
|
775
$19.3K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.68K- 88.52% |
$37K - $41.4K
|
218
$5.43K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
733+ 3.61% |
$16.1K - $18.1K
|
21K
$524K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
277New |
$5.87K - $6.29K
|
277
$6.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$278K - $297K
|
13.1K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.2 - $22.7
|
1
$24.9
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
225New |
$4.77K - $5.11K
|
225
$5.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-175- 10.45% |
$3.71K - $3.97K
|
1.5K
$37.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
175New |
$3.71K - $3.97K
|
175
$4.36K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-830- 6.0% |
$18.3K - $19.6K
|
13K
$324K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.86K- 11.97% |
$41.5K - $45.8K
|
13.7K
$340K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.05KNew |
$68K - $75.1K
|
3.05K
$75.8K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.49K+ 62.19% |
$33.9K - $36.5K
|
3.88K
$96.5K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-180KClosed |
$4.26M - $5.05M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
449+ 103.7% |
$11K - $12.1K
|
882
$22K
|
|