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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6.2K- 97.26% |
$205K - $236K
|
175
$6.68K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.99K- 19.91% |
$231K - $266K
|
28.1K
$1.07M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.72K+ 5.03% |
$56.7K - $65.3K
|
35.9K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.6K+ 29.66% |
$317K - $365K
|
42K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.74K- 2.13% |
$90.3K - $104K
|
126K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
1.38K+ 5.84% |
$45.6K - $52.6K
|
25.1K
$957K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.05K+ 16.18% |
$100K - $116K
|
21.9K
$835K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.21K- 12.52% |
$172K - $198K
|
36.4K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20K+ 23.25% |
$659K - $759K
|
106K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.4K- 21.78% |
$474K - $546K
|
51.6K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
481+ 0.81% |
$15.9K - $18.3K
|
59.9K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-277- 4.45% |
$9.14K - $10.5K
|
5.95K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7K+ 177.58% |
$387K - $446K
|
18.3K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21+ 0.46% |
$693 - $798
|
4.54K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.58K- 27.36% |
$85K - $98K
|
6.85K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.56K+ 522.04% |
$84.4K - $97.2K
|
3.05K
$116K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
11.3KNew |
$373K - $430K
|
11.3K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.57K+ 93.48% |
$217K - $250K
|
13.6K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3.86K+ 4.84% |
$127K - $147K
|
83.6K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 13.86% |
$407K - $469K
|
76.7K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-525- 1.82% |
$17.3K - $20K
|
28.3K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
19.6KNew |
$646K - $744K
|
19.6K
$748K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
62+ 14.09% |
$2.05K - $2.36K
|
502
$19.2K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.76K+ 4.99% |
$256K - $295K
|
163K
$6.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-20.3K- 16.46% |
$671K - $773K
|
103K
$3.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.11K+ 1.57% |
$235K - $270K
|
459K
$17.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-382- 3.43% |
$12.6K - $14.5K
|
10.8K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
582+ 1.15% |
$19.2K - $22.1K
|
51.4K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.16K- 2.51% |
$38.3K - $44.1K
|
45.1K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.19K- 26.03% |
$39.3K - $45.2K
|
3.38K
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
462+ 2.31% |
$15.2K - $17.6K
|
20.5K
$782K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-134K- 84.66% |
$4.43M - $5.11M
|
24.4K
$930K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
21.9K+ 28.29% |
$723K - $833K
|
99.3K
$3.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.27KNew |
$273K - $314K
|
8.27K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22KNew |
$727K - $838K
|
22K
$841K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
640New |
$21.1K - $24.3K
|
640
$24.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 21.07% |
$41.8K - $48.1K
|
7.28K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-129- 1.82% |
$4.26K - $4.9K
|
6.97K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154+ 0.33% |
$5.08K - $5.85K
|
47.5K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.09K+ 22.75% |
$69K - $79.5K
|
11.3K
$431K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.74K- 31.73% |
$288K - $332K
|
18.8K
$718K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-9.82K- 22.42% |
$324K - $373K
|
34K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.34K- 4.3% |
$44.3K - $51K
|
29.9K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
540K+ 3368.25% |
$17.8M - $20.5M
|
556K
$21.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
655+ 7.92% |
$21.6K - $24.9K
|
8.92K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.04% |
$165 - $190
|
11.9K
$453K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.7% |
$198 - $228
|
869
$33.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-133K- 59.94% |
$4.38M - $5.05M
|
88.8K
$3.39M
|