Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.3K+ 12.83% |
$1.55M - $1.64M
|
398K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
32K+ 101.14% |
$1.1M - $1.16M
|
63.6K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.2K+ 58.13% |
$969K - $1.02M
|
76.8K
$3.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
24.5KNew |
$839K - $885K
|
24.5K
$960K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17.9K+ 140.6% |
$615K - $649K
|
30.7K
$1.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 66.36% |
$472K - $498K
|
34.5K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 11.31% |
$394K - $415K
|
113K
$4.43M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.4K+ 57.31% |
$392K - $413K
|
31.3K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.5K+ 16.08% |
$361K - $381K
|
76K
$2.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.67K+ 4.24% |
$332K - $350K
|
238K
$9.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.42KNew |
$323K - $341K
|
9.42K
$370K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.65KNew |
$262K - $277K
|
7.65K
$300K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.22KNew |
$248K - $262K
|
7.22K
$284K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
7.21K+ 7.69% |
$248K - $261K
|
101K
$3.97M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.94KNew |
$204K - $215K
|
5.94K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.38K+ 607.34% |
$184K - $195K
|
6.26K
$246K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.32K+ 20.87% |
$148K - $156K
|
25K
$982K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.18K+ 23.38% |
$109K - $115K
|
16.8K
$658K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.91KNew |
$100K - $106K
|
2.91K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.43KNew |
$83.4K - $88K
|
2.43K
$95.5K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 17.13% |
$58.9K - $62.2K
|
11.7K
$461K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
933+ 1.91% |
$32K - $33.8K
|
49.7K
$1.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
818New |
$28.1K - $29.6K
|
818
$32.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
581+ 10.4% |
$19.9K - $21K
|
6.17K
$242K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
532+ 1182.22% |
$18.3K - $19.3K
|
577
$22.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
479+ 3.76% |
$16.4K - $17.3K
|
13.2K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
406New |
$13.9K - $14.7K
|
406
$15.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
371+ 1.48% |
$12.7K - $13.4K
|
25.4K
$999K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
255New |
$8.75K - $9.23K
|
255
$10K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
199+ 3.4% |
$6.83K - $7.21K
|
6.05K
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
56+ 0.58% |
$1.92K - $2.03K
|
9.67K
$380K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
54+ 12.8% |
$1.85K - $1.96K
|
476
$18.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15+ 2.34% |
$515 - $543
|
656
$25.8K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 0.59% |
$172 - $181
|
851
$33.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$34.3 - $36.2
|
1
$39.3
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.1% |
$34.3 - $36.2
|
1.03K
$40.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 0.81% |
$172 - $181
|
613
$24.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14- 0.11% |
$480 - $507
|
13.3K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 32.26% |
$1.72K - $1.81K
|
105
$4.12K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-60- 1.18% |
$2.06K - $2.17K
|
5.01K
$197K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-99- 11.69% |
$3.4K - $3.58K
|
748
$29.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-153- 0.38% |
$5.25K - $5.54K
|
40K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-179- 2.67% |
$6.14K - $6.48K
|
6.52K
$256K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-269- 0.52% |
$9.23K - $9.74K
|
51.5K
$2.02M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-667- 9.61% |
$22.9K - $24.2K
|
6.27K
$246K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-878- 3.7% |
$30.1K - $31.8K
|
22.8K
$897K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.85K- 2.15% |
$63.4K - $67K
|
84K
$3.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.31K- 3.5% |
$79.1K - $83.5K
|
63.6K
$2.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
SELL
|
- |
-2.71K- 8.66% |
$93K - $98.2K
|
28.6K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.7K- 44.98% |
$127K - $134K
|
4.52K
$178K
|