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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
43.7K+ 330.79% |
$1.52M - $1.65M
|
56.9K
$2.08M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
40.8KNew |
$1.41M - $1.54M
|
40.8K
$1.49M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
27.9K+ 27.57% |
$966K - $1.05M
|
129K
$4.72M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 4.72% |
$652K - $709K
|
417K
$15.2M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.1K+ 14.26% |
$560K - $609K
|
129K
$4.73M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.1KNew |
$349K - $379K
|
10.1K
$368K
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9.02K+ 14.18% |
$313K - $340K
|
72.7K
$2.66M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.86KNew |
$273K - $296K
|
7.86K
$288K
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
7.83K+ 7.4% |
$271K - $295K
|
114K
$4.16M
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
6.32K+ 15.15% |
$219K - $238K
|
48K
$1.76M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.55K+ 18.19% |
$158K - $171K
|
29.5K
$1.08M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.84K+ 4.57% |
$133K - $145K
|
87.8K
$3.21M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.17K+ 1.2% |
$110K - $119K
|
268K
$9.8M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.04K+ 9.9% |
$105K - $115K
|
33.7K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.43K+ 6.08% |
$84.2K - $91.6K
|
42.4K
$1.55M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.27K+ 29.66% |
$78.6K - $85.5K
|
9.91K
$363K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.17K+ 9.48% |
$75.1K - $81.7K
|
25K
$915K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.13K+ 6.81% |
$74K - $80.5K
|
33.5K
$1.22M
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 17.65% |
$71.9K - $78.2K
|
13.8K
$506K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.69K+ 662.75% |
$58.6K - $63.7K
|
1.95K
$71.1K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
979+ 2.18% |
$33.9K - $36.9K
|
46K
$1.68M
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
947+ 0.87% |
$32.8K - $35.7K
|
109K
$4M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
892+ 14.47% |
$30.9K - $33.6K
|
7.06K
$258K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
485New |
$16.8K - $18.3K
|
485
$17.7K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
432+ 33.94% |
$15K - $16.3K
|
1.71K
$62.4K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
267New |
$9.26K - $10.1K
|
267
$9.77K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85+ 0.17% |
$2.95K - $3.2K
|
51.6K
$1.89M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
78+ 1.08% |
$2.7K - $2.94K
|
7.3K
$267K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
76New |
$2.63K - $2.87K
|
76
$2.78K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
43+ 0.17% |
$1.49K - $1.62K
|
25.5K
$932K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35+ 5.34% |
$1.21K - $1.32K
|
691
$25.3K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.47% |
$139 - $151
|
855
$31.3K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$69.3 - $75.4
|
2
$73.2
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$69.3 - $75.4
|
2.92K
$107K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.1% |
$34.7 - $37.7
|
1.03K
$37.6K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.15% |
$34.7 - $37.7
|
666
$24.4K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.18K+ 23.38% |
$109K - $115K
|
16.8K
$613K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.43KNew |
$83.4K - $88K
|
2.43K
$88.9K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
818New |
$28.1K - $29.6K
|
818
$29.9K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
532+ 1182.22% |
$18.3K - $19.3K
|
577
$21.1K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
199+ 3.4% |
$6.83K - $7.21K
|
6.05K
$221K
|
|
Q1 2024 | |||||||
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25.1KNew |
$809K - $906K
|
25.1K
$917K
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.98KNew |
$193K - $216K
|
5.98K
$219K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.34KNew |
$140K - $157K
|
4.34K
$159K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.85K+ 19.12% |
$124K - $139K
|
24K
$878K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.7K+ 81.75% |
$119K - $134K
|
8.22K
$301K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
165+ 12.36% |
$5.33K - $5.97K
|
1.5K
$54.9K
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
17+ 0.11% |
$549 - $615
|
15.6K
$569K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12+ 0.18% |
$387 - $434
|
6.7K
$245K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.33K+ 136.82% |
$275K - $311K
|
16.2K
$591K
|