Purchases and Sales Made in Q1 2023 in Timothy Plan High Divid Stk En (TPHE)
This table provides information about the institutional ownership of Timothy Plan High Divid Stk En (TPHE) during Q1 2023. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN HIGH DIVID STK EN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.3K+ 49.22% |
$1.99M - $2.2M
|
271K
$7.05M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
86KNew |
$1.92M - $2.12M
|
86K
$2.24M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3KNew |
$588K - $649K
|
26.3K
$685K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
24.6K+ 17.53% |
$548K - $605K
|
165K
$4.28M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.72K+ 12.18% |
$217K - $239K
|
89.5K
$2.33M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.05KNew |
$68K - $75.1K
|
3.05K
$79.3K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.47K+ 21.7% |
$55.1K - $60.8K
|
13.8K
$360K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.05KNew |
$23.5K - $26K
|
1.05K
$27.4K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
861+ 8.73% |
$19.2K - $21.2K
|
10.7K
$279K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
528+ 3.81% |
$11.8K - $13K
|
14.4K
$374K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-486- 8.22% |
$10.8K - $12K
|
5.43K
$141K
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.38K- 1.35% |
$30.8K - $34K
|
101K
$2.62M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.86K- 11.97% |
$41.5K - $45.8K
|
13.7K
$356K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3K- 3.14% |
$66.9K - $73.9K
|
92.5K
$2.41M
|