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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-1.2K- 7.75% |
$43.1K - $45.7K
|
14.2K
$546K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.03% |
$144 - $153
|
11.9K
$454K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
24.9K+ 18.19% |
$900K - $954K
|
162K
$6.21M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.2KNew |
$332K - $352K
|
9.2K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.21K- 14.11% |
$152K - $161K
|
25.6K
$982K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.89K+ 2.57% |
$68K - $72.1K
|
75.2K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
715New |
$25.8K - $27.4K
|
715
$27.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
396+ 6.01% |
$14.3K - $15.2K
|
6.99K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.47% |
$144 - $153
|
863
$33.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
747+ 1.49% |
$27K - $28.6K
|
50.8K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
80+ 0.48% |
$2.89K - $3.06K
|
16.7K
$641K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.64K+ 3.09% |
$239K - $254K
|
222K
$8.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
705+ 3.07% |
$25.4K - $27K
|
23.7K
$908K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.98K+ 5.62% |
$180K - $190K
|
93.5K
$3.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 24.44% |
$794 - $842
|
112
$4.29K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-728- 6.13% |
$26.3K - $27.9K
|
11.1K
$427K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
857+ 11.57% |
$30.9K - $32.8K
|
8.27K
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.11KNew |
$220K - $234K
|
6.11K
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
628+ 4.08% |
$22.7K - $24K
|
16K
$614K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
29.2K+ 22.54% |
$1.05M - $1.12M
|
159K
$6.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.78KNew |
$317K - $336K
|
8.78K
$337K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
325New |
$11.7K - $12.4K
|
325
$12.5K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 53.36% |
$552K - $607K
|
13.4K
$515K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.55KNew |
$55.6K - $61.2K
|
1.55K
$59.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.43K+ 22.03% |
$267K - $294K
|
41.2K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
800New |
$28.7K - $31.6K
|
800
$30.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
53.5KNew |
$1.92M - $2.11M
|
53.5K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$95.6K - $105K
|
2.67K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 28.57% |
$1.08K - $1.19K
|
75
$2.88K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 25.0% |
$17.9K - $19.8K
|
1.5K
$57.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
252+ 4.09% |
$9.04K - $9.96K
|
6.41K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.2KNew |
$653K - $719K
|
18.2K
$697K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.73K+ 2.78% |
$62.1K - $68.4K
|
64K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.32% |
$35.9 - $39.5
|
77
$2.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.8KNew |
$64.5K - $71K
|
1.8K
$68.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.12KNew |
$76.1K - $83.7K
|
2.12K
$81.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
187+ 4.26% |
$6.71K - $7.39K
|
4.57K
$175K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
49+ 0.67% |
$1.76K - $1.94K
|
7.35K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-550- 6.03% |
$19.7K - $21.7K
|
8.57K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
650New |
$23.3K - $25.7K
|
650
$24.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.79KNew |
$244K - $268K
|
6.79K
$260K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$34.7 - $37.7
|
2
$76.7
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.1% |
$34.7 - $37.7
|
1.03K
$39.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.1K- 16.91% |
$38.2K - $41.5K
|
5.41K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
485New |
$16.8K - $18.3K
|
485
$18.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
267New |
$9.26K - $10.1K
|
267
$10.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$69.3 - $75.4
|
2.92K
$112K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-181- 44.58% |
$6.28K - $6.82K
|
225
$8.63K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.52K- 5.06% |
$87.2K - $94.8K
|
47.2K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-170- 27.73% |
$5.89K - $6.41K
|
443
$17K
|
|