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 88 institutions that hold shares in the stock, with a total of 3.3 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
8,123
shares
|
$300,713
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,408
shares
|
$274,244
0.15% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
7,351
shares
|
$272,134
0.04% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,330
shares
|
$271,356
0.01% of portfolio
|
Q4 2024
Added 42.72%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
6,916
shares
|
$256,030
0.0% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,872
shares
|
$254,401
0.0% of portfolio
|
Q4 2024
Reduced 29.92%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
6,792
shares
|
$251,439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,594
shares
|
$244,109
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,407
shares
|
$237,187
0.02% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,320
shares
|
$233,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
5,980
shares
|
$221,379
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
5,818
shares
|
$215,382
0.07% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,572
shares
|
$169,255
0.0% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,521
shares
|
$167,367
0.0% of portfolio
|
Q1 2024
Added 81.75%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,853
shares
|
$142,638
0.0% of portfolio
|
Q4 2024
Added 98.1%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
3,725
shares
|
$137,899
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,247
shares
|
$120,203
0.03% of portfolio
|
Q3 2024
Reduced 35.16%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,665
shares
|
$98,658
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,438
shares
|
$90,254
0.0% of portfolio
|
Q4 2024
Added 42.99%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,119
shares
|
$78,445
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
1,797
shares
|
$66,524
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,500
shares
|
$55,530
0.01% of portfolio
|
Q1 2024
Added 12.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$55,530
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,029
shares
|
$38,093
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
859
shares
|
$31,800
0.0% of portfolio
|
Q4 2024
Added 0.47%
|