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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
800New |
$28.7K - $31.6K
|
800
$30K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
649+ 0.74% |
$23.3K - $25.6K
|
88.5K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.2K- 51.51% |
$547K - $602K
|
14.3K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
53.5KNew |
$1.92M - $2.11M
|
53.5K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.32KNew |
$227K - $250K
|
6.32K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.35K+ 7.34% |
$48.4K - $53.3K
|
19.7K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.2K+ 9.16% |
$404K - $444K
|
134K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$35.9 - $39.5
|
1
$37.5
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-59- 12.88% |
$2.12K - $2.33K
|
399
$15K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.43K+ 22.03% |
$267K - $294K
|
41.2K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19KNew |
$680K - $749K
|
19K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-32.3K- 12.05% |
$1.16M - $1.27M
|
236K
$8.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 28.57% |
$1.08K - $1.19K
|
75
$2.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300New |
$10.8K - $11.9K
|
300
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$95.6K - $105K
|
2.67K
$99.9K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-15- 0.26% |
$538 - $593
|
5.82K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 25.0% |
$17.9K - $19.8K
|
1.5K
$56.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69KNew |
$2.48M - $2.73M
|
69K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
470+ 6.77% |
$16.9K - $18.6K
|
7.41K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
6.59KNew |
$237K - $261K
|
6.59K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
16.6KNew |
$597K - $658K
|
16.6K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.68K- 3.65% |
$60.4K - $66.5K
|
44.5K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.23K+ 117.37% |
$331K - $365K
|
17.1K
$641K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.28K+ 10.5% |
$154K - $169K
|
45K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.07K+ 4.87% |
$74.1K - $81.6K
|
44.5K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
82.4KNew |
$2.96M - $3.25M
|
82.4K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
252+ 4.09% |
$9.04K - $9.96K
|
6.41K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.34K+ 7.86% |
$192K - $211K
|
73.3K
$2.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 3.52% |
$527K - $580K
|
432K
$16.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 5.06% |
$45.4K - $50K
|
26.3K
$985K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.71K- 3.82% |
$97.2K - $107K
|
68.1K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
733+ 42.99% |
$26.3K - $29K
|
2.44K
$91.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-141- 1.17% |
$5.06K - $5.57K
|
11.9K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 0.91% |
$69.4K - $76.4K
|
215K
$8.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
15.4KNew |
$554K - $610K
|
15.4K
$578K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
16K+ 14.07% |
$573K - $631K
|
130K
$4.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.93K- 29.92% |
$105K - $116K
|
6.87K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.61K- 4.93% |
$237K - $261K
|
127K
$4.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.2KNew |
$653K - $719K
|
18.2K
$682K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.75K+ 8.35% |
$171K - $188K
|
61.7K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
962+ 0.94% |
$34.5K - $38K
|
103K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-141- 2.0% |
$5.06K - $5.57K
|
6.92K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2.41K+ 3.32% |
$86.6K - $95.3K
|
75.1K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.73K+ 2.78% |
$62.1K - $68.4K
|
64K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-50.6K- 39.12% |
$1.82M - $2M
|
78.7K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-506- 2.09% |
$18.2K - $20K
|
23.8K
$890K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
54.7KNew |
$1.96M - $2.16M
|
54.7K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.91K+ 98.1% |
$68.5K - $75.4K
|
3.85K
$144K
|
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
15.4KNew |
$552K - $608K
|
15.4K
$577K
|