Institutional Ownership Timothy Plan High Divid Stk En (TPHE)
This table provides information about the institutional ownership of Timothy Plan High Divid Stk En (TPHE). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 556,029 shares, which have been reported (via 13F filing form) to have a value of $13.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
117,533
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 64.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
93,579
shares
|
$2.23 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.66%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
89,872
shares
|
$2.14 Million
0.23% of portfolio
|
Q1 2024
Reduced 39.61%
|
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
79,391
shares
|
$1.89 Million
0.19% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
|
Sound Financial Strategies Group, LLC
|
May 13, 2024 Q1 2024 |
48,702
shares
|
$1.16 Million
1.1% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
36,621
shares
|
$873,777
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
21,846
shares
|
$521,245
0.0% of portfolio
|
Q1 2024
Added 32.58%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
21,037
shares
|
$501,942
0.03% of portfolio
|
Q1 2024
Added 3.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
18,412
shares
|
$439,310
0.04% of portfolio
|
Q1 2024
Reduced 29.4%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
13,104
shares
|
$312,661
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
12,097
shares
|
$288,634
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,906
shares
|
$69,337
0.0% of portfolio
|
Q1 2024
Added 40.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
433
shares
|
$10,331
0.0% of portfolio
|
Q4 2021
Added 103.7%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
277
shares
|
$6,609
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
218
shares
|
$5,201
0.0% of portfolio
|
Q1 2024
Reduced 88.52%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|