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 90 institutions that hold shares in the stock, with a total of 3.18 Million shares, which have been reported (via 13F filing form) to have a value of $118 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
800
shares
|
$29,616
0.0% of portfolio
|
Q4 2024
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
715
shares
|
$26,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
710
shares
|
$26,284
0.0% of portfolio
|
Q2 2020
Reduced 55.07%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
650
shares
|
$24,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
494
shares
|
$18,287
0.02% of portfolio
|
Q3 2022
Reduced 8.18%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
490
shares
|
$18,139
0.0% of portfolio
|
Q1 2025
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
485
shares
|
$17,954
0.0% of portfolio
|
Q3 2024
New holding
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
440
shares
|
$16,288
0.0% of portfolio
|
Q1 2025
Added 10.28%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
325
shares
|
$12,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
196
shares
|
$7,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
112
shares
|
$4,146
0.0% of portfolio
|
Q1 2025
Added 24.44%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
75
shares
|
$2,776
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$37
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|