Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
540K+ 3368.25% |
$17.8M - $20.5M
|
556K
$21.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22KNew |
$727K - $838K
|
22K
$841K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
21.9K+ 28.29% |
$723K - $833K
|
99.3K
$3.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13.4K+ 160.64% |
$442K - $510K
|
21.8K
$830K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.27KNew |
$273K - $314K
|
8.27K
$316K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.96K+ 8.51% |
$263K - $302K
|
101K
$3.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
6.51K+ 32.55% |
$215K - $247K
|
26.5K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.33K+ 2.67% |
$143K - $164K
|
166K
$6.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52K+ 45.42% |
$116K - $134K
|
11.3K
$430K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.33K+ 7.92% |
$110K - $127K
|
45.4K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.09K+ 22.75% |
$69K - $79.5K
|
11.3K
$431K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.88K+ 21.36% |
$61.9K - $71.3K
|
10.7K
$407K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 21.07% |
$41.8K - $48.1K
|
7.28K
$278K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
660New |
$21.8K - $25.1K
|
660
$25.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
655+ 7.92% |
$21.6K - $24.9K
|
8.92K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
640New |
$21.1K - $24.3K
|
640
$24.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
462+ 2.31% |
$15.2K - $17.6K
|
20.5K
$782K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
203+ 0.79% |
$6.7K - $7.72K
|
25.9K
$989K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154+ 0.33% |
$5.08K - $5.85K
|
47.5K
$1.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
130+ 0.17% |
$4.29K - $4.94K
|
75.3K
$2.88M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.7% |
$198 - $228
|
869
$33.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.04% |
$165 - $190
|
11.9K
$453K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-80- 40.82% |
$2.64K - $3.04K
|
116
$4.43K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-129- 1.82% |
$4.26K - $4.9K
|
6.97K
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-153- 1.37% |
$5.05K - $5.82K
|
11K
$420K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-154- 1.93% |
$5.08K - $5.85K
|
7.85K
$300K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-242- 3.63% |
$7.98K - $9.2K
|
6.43K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-278- 4.53% |
$9.17K - $10.6K
|
5.86K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-374- 15.75% |
$12.3K - $14.2K
|
2K
$76.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-383- 16.98% |
$12.6K - $14.6K
|
1.87K
$71.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-641- 27.88% |
$21.1K - $24.4K
|
1.66K
$63.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.19K- 26.03% |
$39.3K - $45.2K
|
3.38K
$129K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.34K- 4.3% |
$44.3K - $51K
|
29.9K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 18.11% |
$153K - $176K
|
21K
$801K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.74K- 31.73% |
$288K - $332K
|
18.8K
$718K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-9.82K- 22.42% |
$324K - $373K
|
34K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-56.5K- 73.85% |
$1.86M - $2.15M
|
20K
$763K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-94.8K- 84.15% |
$3.13M - $3.6M
|
17.9K
$682K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-133K- 59.94% |
$4.38M - $5.05M
|
88.8K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-134K- 84.66% |
$4.43M - $5.11M
|
24.4K
$930K
|