Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-94.8K- 84.15% |
$3.13M - $3.6M
|
17.9K
$697K
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-56.5K- 73.85% |
$1.86M - $2.15M
|
20K
$780K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-641- 27.88% |
$21.1K - $24.4K
|
1.66K
$64.7K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-278- 4.53% |
$9.17K - $10.6K
|
5.86K
$229K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-242- 3.63% |
$7.98K - $9.2K
|
6.43K
$251K
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-154- 1.93% |
$5.08K - $5.85K
|
7.85K
$306K
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-224K- 95.27% |
$8.1M - $8.59M
|
11.2K
$435K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.7K- 46.61% |
$1.32M - $1.4M
|
42K
$1.64M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14.2K- 13.78% |
$513K - $545K
|
89K
$3.47M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.67K- 44.86% |
$277K - $293K
|
9.42K
$368K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.93K- 36.54% |
$250K - $265K
|
12K
$469K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.51K- 13.87% |
$199K - $211K
|
34.2K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.37K- 4.0% |
$194K - $205K
|
129K
$5.02M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.21K- 14.11% |
$152K - $161K
|
25.6K
$1M
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.86K- 3.03% |
$139K - $148K
|
124K
$4.82M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.16K- 3.18% |
$78K - $82.7K
|
65.9K
$2.57M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.68K- 4.57% |
$60.6K - $64.3K
|
35.1K
$1.37M
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.24K- 2.75% |
$44.7K - $47.4K
|
43.8K
$1.71M
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-1.2K- 7.75% |
$43.1K - $45.7K
|
14.2K
$555K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-880- 4.47% |
$31.8K - $33.7K
|
18.8K
$734K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-728- 6.13% |
$26.3K - $27.9K
|
11.1K
$435K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-300Closed |
$10.8K - $11.5K
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-182- 7.47% |
$6.57K - $6.97K
|
2.26K
$88K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.4K- 53.36% |
$552K - $607K
|
13.4K
$524K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-550- 6.03% |
$19.7K - $21.7K
|
8.57K
$334K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 25.0% |
$17.9K - $19.8K
|
1.5K
$58.5K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 28.57% |
$1.08K - $1.19K
|
75
$2.93K
|
|
Q3 2024 | |||||||
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
$1.84M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.1K- 16.91% |
$38.2K - $41.5K
|
5.41K
$211K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-181- 44.58% |
$6.28K - $6.82K
|
225
$8.78K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-170- 27.73% |
$5.89K - $6.41K
|
443
$17.3K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-48.9K- 71.43% |
$1.58M - $1.77M
|
19.6K
$764K
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-336- 3.76% |
$10.8K - $12.2K
|
8.6K
$336K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-44- 8.18% |
$1.23K - $1.46K
|
494
$19.3K
|
|
Q2 2022 | |||||||
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.52KClosed |
$43.5K - $51.6K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.29KClosed |
$39.3K - $43K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-27.8KClosed |
$820K - $905K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-6.7KClosed |
$196K - $209K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11KClosed |
$322K - $341K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.18KClosed |
$209K - $221K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.58KClosed |
$46K - $48.6K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-779Closed |
$22.7K - $24K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.93KClosed |
$41.1K - $46.2K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 20, 2020
Q2 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-54.7KClosed |
$979K - $1.33M
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-391- 55.07% |
$7K - $9.54K
|
319
$12.4K
|