Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.23KNew |
$351K - $364K
|
9.23K
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7.1KNew |
$270K - $280K
|
7.1K
$272K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.85KNew |
$146K - $152K
|
3.85K
$148K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.79K+ 8.95% |
$68K - $70.5K
|
21.8K
$835K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.69K+ 27.6% |
$64K - $66.4K
|
7.79K
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
848+ 10.81% |
$32.2K - $33.4K
|
8.69K
$333K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
250New |
$9.5K - $9.86K
|
250
$9.58K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
234+ 3.99% |
$8.89K - $9.22K
|
6.1K
$234K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.89% |
$38 - $39.4
|
113
$4.33K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.57% |
$38 - $39.4
|
176
$6.74K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-61- 0.34% |
$2.32K - $2.4K
|
17.8K
$681K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-415- 6.46% |
$15.8K - $16.4K
|
6.01K
$230K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-813- 9.11% |
$30.9K - $32K
|
8.11K
$311K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.21K- 4.04% |
$45.9K - $47.6K
|
28.7K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.55K- 29.51% |
$211K - $219K
|
13.2K
$508K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.9K- 21.0% |
$224K - $233K
|
22.2K
$851K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.14K- 29.25% |
$233K - $242K
|
14.8K
$569K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-14.6K- 8.77% |
$554K - $575K
|
152K
$5.82M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-123K- 75.39% |
$4.67M - $4.85M
|
40.2K
$1.54M
|