Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.1K+ 20.51% |
$1.52M - $1.7M
|
277K
$10.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.6K+ 324.12% |
$1.41M - $1.58M
|
57K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
38K+ 45.46% |
$1.23M - $1.37M
|
122K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.9K+ 12.05% |
$1.22M - $1.37M
|
353K
$12.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
32.1K+ 152.44% |
$1.04M - $1.16M
|
53.1K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
27.2K+ 607.56% |
$877K - $983K
|
31.6K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25.1KNew |
$809K - $906K
|
25.1K
$912K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23.6K+ 30.37% |
$763K - $855K
|
101K
$3.69M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.9KNew |
$643K - $721K
|
19.9K
$725K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
13.3K+ 255.37% |
$429K - $481K
|
18.5K
$674K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.3KNew |
$428K - $480K
|
13.3K
$483K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.8KNew |
$412K - $461K
|
12.8K
$464K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10.5K+ 4.83% |
$339K - $380K
|
228K
$8.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.98KNew |
$193K - $216K
|
5.98K
$218K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.85KNew |
$189K - $212K
|
5.85K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.58KNew |
$180K - $202K
|
5.58K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.54K+ 10.31% |
$147K - $164K
|
48.6K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.34KNew |
$140K - $157K
|
4.34K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.85K+ 19.12% |
$124K - $139K
|
24K
$873K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.7K+ 81.75% |
$119K - $134K
|
8.22K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.49K+ 34.62% |
$113K - $126K
|
13.6K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.5K+ 0.87% |
$80.7K - $90.4K
|
291K
$10.6M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.49K+ 13.69% |
$80.3K - $90K
|
20.7K
$753K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.24K+ 4.82% |
$72.4K - $81.1K
|
48.8K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.08K+ 18.27% |
$67K - $75.1K
|
13.4K
$489K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.94K+ 8.39% |
$62.6K - $70.1K
|
25.1K
$912K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.88K+ 17.28% |
$60.6K - $67.9K
|
12.7K
$463K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
1.87K+ 2.93% |
$60.5K - $67.7K
|
65.9K
$2.4M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.73K+ 5.08% |
$55.9K - $62.6K
|
35.8K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.52K+ 1.35% |
$48.9K - $54.8K
|
114K
$4.13M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.05K+ 2.07% |
$33.9K - $38K
|
51.8K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
987+ 24.19% |
$31.9K - $35.7K
|
5.07K
$184K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
926+ 2.36% |
$29.9K - $33.5K
|
40.1K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
918+ 5.85% |
$29.6K - $33.2K
|
16.6K
$605K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
749+ 2.45% |
$24.2K - $27.1K
|
31.3K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
599+ 907.58% |
$19.3K - $21.7K
|
665
$24.2K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
468+ 0.56% |
$15.1K - $16.9K
|
84.6K
$3.08M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
409+ 4.25% |
$13.2K - $14.8K
|
10K
$365K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
245+ 0.26% |
$7.91K - $8.86K
|
93.8K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
206+ 3.17% |
$6.65K - $7.45K
|
6.7K
$244K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
165+ 12.36% |
$5.33K - $5.97K
|
1.5K
$54.6K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
136+ 18.16% |
$4.39K - $4.92K
|
885
$32.2K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56New |
$1.81K - $2.03K
|
56
$2.04K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56New |
$1.81K - $2.03K
|
56
$2.04K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
45New |
$1.45K - $1.63K
|
45
$1.64K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
17+ 0.11% |
$549 - $615
|
15.6K
$566K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.18% |
$387 - $434
|
6.7K
$244K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 0.59% |
$161 - $181
|
846
$30.8K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.08% |
$32.3 - $36.2
|
1.27K
$46.3K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$32.3 - $36.2
|
1
$36.4
|