Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
29.2K+ 22.54% |
$1.05M - $1.12M
|
159K
$5.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.78KNew |
$317K - $336K
|
8.78K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8KNew |
$289K - $306K
|
8K
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.11KNew |
$220K - $234K
|
6.11K
$215K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
857+ 11.57% |
$30.9K - $32.8K
|
8.27K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
628+ 4.08% |
$22.7K - $24K
|
16K
$564K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
327+ 0.29% |
$11.8K - $12.5K
|
113K
$3.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
325New |
$11.7K - $12.4K
|
325
$11.4K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.32K- 58.29% |
$337K - $357K
|
6.67K
$235K
|