Latest Institutional Transactions on Timothy Plan High Divid Stk Et (TPHD)
This table provides information on the latest institutional transactions involving Timothy Plan High Divid Stk Et (TPHD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.86KNew |
$273K - $296K
|
7.86K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-18- 3.78% |
$624 - $679
|
458
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-151- 0.82% |
$5.24K - $5.69K
|
18.4K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.55K+ 18.19% |
$158K - $171K
|
29.5K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-121K- 49.6% |
$4.19M - $4.56M
|
123K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$69.3 - $75.4
|
2
$73.2
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.04K+ 9.9% |
$105K - $115K
|
33.7K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.1K- 16.91% |
$38.2K - $41.5K
|
5.41K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.93K- 14.29% |
$171K - $186K
|
29.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.3K- 50.6% |
$219K - $238K
|
6.16K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-111- 1.87% |
$3.85K - $4.18K
|
5.83K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.1% |
$34.7 - $37.7
|
1.03K
$37.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.29K- 6.66% |
$114K - $124K
|
46.2K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.21K- 6.86% |
$181K - $196K
|
70.8K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$34.7 - $37.7
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105- 1.06% |
$3.64K - $3.96K
|
9.81K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9.02K+ 14.18% |
$313K - $340K
|
72.7K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
485New |
$16.8K - $18.3K
|
485
$17.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.17K+ 1.2% |
$110K - $119K
|
268K
$9.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
892+ 14.47% |
$30.9K - $33.6K
|
7.06K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-26.4K- 16.46% |
$916K - $996K
|
134K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.69K+ 662.75% |
$58.6K - $63.7K
|
1.95K
$71.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.43K+ 6.08% |
$84.2K - $91.6K
|
42.4K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-550- 5.69% |
$19.1K - $20.7K
|
9.12K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-196- 0.8% |
$6.8K - $7.39K
|
24.3K
$887K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
267New |
$9.26K - $10.1K
|
267
$9.77K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 9.4% |
$368K - $400K
|
102K
$3.74M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.47% |
$139 - $151
|
855
$31.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 4.72% |
$652K - $709K
|
417K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
40.8KNew |
$1.41M - $1.54M
|
40.8K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.87K- 11.54% |
$307K - $334K
|
68K
$2.49M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.13K+ 6.81% |
$74K - $80.5K
|
33.5K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$69.3 - $75.4
|
2.92K
$107K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
7.83K+ 7.4% |
$271K - $295K
|
114K
$4.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.76K- 35.16% |
$61.1K - $66.4K
|
3.25K
$119K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
432+ 33.94% |
$15K - $16.3K
|
1.71K
$62.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.41K- 10.64% |
$48.9K - $53.2K
|
11.8K
$433K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
76New |
$2.63K - $2.87K
|
76
$2.78K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.1K+ 14.26% |
$560K - $609K
|
129K
$4.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.37K- 41.07% |
$290K - $316K
|
12K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-3.17K- 11.09% |
$110K - $120K
|
25.4K
$930K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.1KNew |
$349K - $379K
|
10.1K
$368K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 17.65% |
$71.9K - $78.2K
|
13.8K
$506K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-24.6K- 10.34% |
$852K - $926K
|
213K
$7.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.84K+ 4.57% |
$133K - $145K
|
87.8K
$3.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.88K- 29.95% |
$65K - $70.7K
|
4.39K
$160K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-124- 0.37% |
$4.3K - $4.67K
|
33.1K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85+ 0.17% |
$2.95K - $3.2K
|
51.6K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-181- 44.58% |
$6.28K - $6.82K
|
225
$8.23K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
979+ 2.18% |
$33.9K - $36.9K
|
46K
$1.68M
|