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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
660New |
$21.8K - $25.1K
|
660
$25.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
203+ 0.79% |
$6.7K - $7.72K
|
25.9K
$993K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-56.5K- 73.85% |
$1.86M - $2.15M
|
20K
$767K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-278- 4.53% |
$9.17K - $10.6K
|
5.86K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-641- 27.88% |
$21.1K - $24.4K
|
1.66K
$63.6K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-94.8K- 84.15% |
$3.13M - $3.6M
|
17.9K
$684K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-154- 1.93% |
$5.08K - $5.85K
|
7.85K
$301K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-242- 3.63% |
$7.98K - $9.2K
|
6.43K
$246K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.7K+ 2010.81% |
$242K - $256K
|
7.03K
$269K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.68K- 4.57% |
$60.6K - $64.3K
|
35.1K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.37KNew |
$85.7K - $90.9K
|
2.37K
$91K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.67K- 44.86% |
$277K - $293K
|
9.42K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.95K+ 4.38% |
$70.2K - $74.5K
|
46.4K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.93K- 36.54% |
$250K - $265K
|
12K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.46KNew |
$52.7K - $55.9K
|
1.46K
$56K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18K+ 125.88% |
$651K - $691K
|
32.4K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
285+ 4.51% |
$10.3K - $10.9K
|
6.61K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.16K- 3.18% |
$78K - $82.7K
|
65.9K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.37K- 4.0% |
$194K - $205K
|
129K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
490New |
$17.7K - $18.8K
|
490
$18.8K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-224K- 95.27% |
$8.1M - $8.59M
|
11.2K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
41+ 10.28% |
$1.48K - $1.57K
|
440
$16.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300Closed |
$10.8K - $11.5K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-880- 4.47% |
$31.8K - $33.7K
|
18.8K
$722K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 13.78% |
$513K - $545K
|
89K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.72K+ 8.63% |
$170K - $181K
|
59.4K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 24.5% |
$610K - $647K
|
85.9K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
9K+ 81.89% |
$325K - $345K
|
20K
$767K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
410+ 7.05% |
$14.8K - $15.7K
|
6.23K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4.68K+ 6.23% |
$169K - $179K
|
79.8K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.6KNew |
$1.5M - $1.59M
|
41.6K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.74KNew |
$279K - $296K
|
7.74K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
7.45K+ 31.39% |
$269K - $285K
|
31.2K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.25K+ 4.77% |
$45.3K - $48K
|
27.5K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-182- 7.47% |
$6.57K - $6.97K
|
2.26K
$86.5K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.38KNew |
$230K - $244K
|
6.38K
$244K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.51K- 13.87% |
$199K - $211K
|
34.2K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.01KNew |
$217K - $230K
|
6.01K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.6K+ 4.77% |
$743K - $788K
|
452K
$17.3M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15.8K+ 25.58% |
$569K - $604K
|
77.4K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.86K- 3.03% |
$139K - $148K
|
124K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.87K+ 6.45% |
$104K - $110K
|
47.4K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
184+ 2.66% |
$6.64K - $7.04K
|
7.1K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.7K- 46.61% |
$1.32M - $1.4M
|
42K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
196New |
$7.07K - $7.5K
|
196
$7.51K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.24K- 2.75% |
$44.7K - $47.4K
|
43.8K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123+ 0.27% |
$4.44K - $4.71K
|
46.3K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
73.1K+ 88.7% |
$2.64M - $2.8M
|
155K
$5.96M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 13.85% |
$36.6K - $38.8K
|
8.35K
$320K
|
|