Purchases and Sales Made in Q2 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
7.23K+ 248.76% |
$169K - $178K
|
10.1K
$271K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.95K+ 8.06% |
$69.2K - $72.7K
|
39.6K
$1.06M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
419+ 1.92% |
$9.82K - $10.3K
|
22.3K
$596K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-270- 1.47% |
$6.33K - $6.65K
|
18.1K
$485K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.97K- 5.32% |
$117K - $123K
|
88.6K
$2.37M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.18K- 28.14% |
$121K - $128K
|
13.2K
$354K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.1K- 8.58% |
$236K - $248K
|
107K
$2.88M
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-47.9K- 98.41% |
$1.12M - $1.18M
|
775
$20.8K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-50.2K- 55.9% |
$1.18M - $1.24M
|
39.6K
$1.06M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-60.8K- 76.62% |
$1.43M - $1.5M
|
18.6K
$497K
|