Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.6K+ 13.5% |
$816K - $864K
|
307K
$8.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.21K+ 37.63% |
$116K - $123K
|
19K
$510K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.68K+ 5.06% |
$104K - $111K
|
97.2K
$2.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.66K+ 3.09% |
$59.4K - $62.9K
|
88.7K
$2.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.01K+ 18.73% |
$44.8K - $47.5K
|
12.7K
$341K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.68KNew |
$37.4K - $39.6K
|
1.68K
$44.9K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.39K+ 0.85% |
$31.1K - $32.9K
|
166K
$4.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
239+ 4.41% |
$5.34K - $5.65K
|
5.66K
$152K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-77- 7.31% |
$1.72K - $1.82K
|
977
$26.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-550- 3.82% |
$12.3K - $13K
|
13.8K
$370K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-919- 5.45% |
$20.5K - $21.7K
|
15.9K
$427K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-3.66K- 3.64% |
$81.8K - $86.6K
|
96.9K
$2.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17.3K- 19.27% |
$385K - $408K
|
72.3K
$1.94M
|