Latest Institutional Purchases of Timothy Plan High Divid Stk Et (TPHD)
This list provides information on the latest institutional transactions involving Timothy Plan High Divid Stk Et (TPHD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
73.1K+ 88.7% |
$2.64M - $2.8M
|
155K
$5.58M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.6KNew |
$1.5M - $1.59M
|
41.6K
$1.49M
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
29.2K+ 22.54% |
$1.05M - $1.12M
|
159K
$5.7M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
24.9K+ 18.19% |
$900K - $954K
|
162K
$5.82M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.9K+ 319.16% |
$792K - $839K
|
28.8K
$1.03M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.6K+ 4.77% |
$743K - $788K
|
452K
$16.2M
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
19.7K+ 34.69% |
$711K - $754K
|
76.5K
$2.75M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18K+ 125.88% |
$651K - $691K
|
32.4K
$1.16M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 24.5% |
$610K - $647K
|
85.9K
$3.09M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15.8K+ 25.58% |
$569K - $604K
|
77.4K
$2.78M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
11.9K+ 146.44% |
$429K - $455K
|
20K
$719K
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.2KNew |
$332K - $352K
|
9.2K
$330K
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
9K+ 81.89% |
$325K - $345K
|
20K
$718K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.78KNew |
$317K - $336K
|
8.78K
$315K
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8KNew |
$289K - $306K
|
8K
$287K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.74KNew |
$279K - $296K
|
7.74K
$278K
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
7.45K+ 31.39% |
$269K - $285K
|
31.2K
$1.12M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.64K+ 3.09% |
$239K - $254K
|
222K
$7.96M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.38KNew |
$230K - $244K
|
6.38K
$229K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.11KNew |
$220K - $234K
|
6.11K
$219K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.01KNew |
$217K - $230K
|
6.01K
$216K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.98K+ 5.62% |
$180K - $190K
|
93.5K
$3.36M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.72K+ 8.63% |
$170K - $181K
|
59.4K
$2.13M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.71K+ 14.68% |
$170K - $180K
|
36.8K
$1.32M
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4.68K+ 6.23% |
$169K - $179K
|
79.8K
$2.86M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.87K+ 6.45% |
$104K - $110K
|
47.4K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.37KNew |
$85.7K - $90.9K
|
2.37K
$85.3K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.95K+ 4.38% |
$70.2K - $74.5K
|
46.4K
$1.67M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.89K+ 2.57% |
$68K - $72.1K
|
75.2K
$2.7M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.46KNew |
$52.7K - $55.9K
|
1.46K
$52.4K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.25K+ 4.77% |
$45.3K - $48K
|
27.5K
$989K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 13.85% |
$36.6K - $38.8K
|
8.35K
$300K
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
857+ 11.57% |
$30.9K - $32.8K
|
8.27K
$297K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
747+ 1.49% |
$27K - $28.6K
|
50.8K
$1.83M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
715New |
$25.8K - $27.4K
|
715
$25.7K
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
705+ 3.07% |
$25.4K - $27K
|
23.7K
$850K
|
|
Apr 15, 2025
Q1 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
628+ 4.08% |
$22.7K - $24K
|
16K
$575K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
490New |
$17.7K - $18.8K
|
490
$17.6K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
410+ 7.05% |
$14.8K - $15.7K
|
6.23K
$224K
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
396+ 6.01% |
$14.3K - $15.2K
|
6.99K
$251K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
336+ 1.32% |
$12.1K - $12.9K
|
25.7K
$923K
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
327+ 0.29% |
$11.8K - $12.5K
|
113K
$4.05M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
325New |
$11.7K - $12.4K
|
325
$11.7K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
285+ 4.51% |
$10.3K - $10.9K
|
6.61K
$237K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
196New |
$7.07K - $7.5K
|
196
$7.04K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
184+ 2.66% |
$6.64K - $7.04K
|
7.1K
$255K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123+ 0.27% |
$4.44K - $4.71K
|
46.3K
$1.66M
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
80+ 0.48% |
$2.89K - $3.06K
|
16.7K
$601K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
41+ 10.28% |
$1.48K - $1.57K
|
440
$15.8K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 24.44% |
$794 - $842
|
112
$4.02K
|