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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-121K- 49.6% |
$4.19M - $4.56M
|
123K
$4.49M
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-26.4K- 16.46% |
$916K - $996K
|
134K
$4.9M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-24.6K- 10.34% |
$852K - $926K
|
213K
$7.79M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 9.4% |
$368K - $400K
|
102K
$3.74M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.87K- 11.54% |
$307K - $334K
|
68K
$2.49M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.37K- 41.07% |
$290K - $316K
|
12K
$439K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.3K- 50.6% |
$219K - $238K
|
6.16K
$225K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.21K- 6.86% |
$181K - $196K
|
70.8K
$2.59M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.93K- 14.29% |
$171K - $186K
|
29.6K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.29K- 6.66% |
$114K - $124K
|
46.2K
$1.69M
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-3.17K- 11.09% |
$110K - $120K
|
25.4K
$930K
|
|
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
$1.73M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.88K- 29.95% |
$65K - $70.7K
|
4.39K
$160K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.76K- 35.16% |
$61.1K - $66.4K
|
3.25K
$119K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.41K- 10.64% |
$48.9K - $53.2K
|
11.8K
$433K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.27K- 1.99% |
$44K - $47.8K
|
62.3K
$2.28M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.1K- 16.91% |
$38.2K - $41.5K
|
5.41K
$198K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-748Closed |
$25.9K - $28.2K
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-550- 5.69% |
$19.1K - $20.7K
|
9.12K
$334K
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-196- 0.8% |
$6.8K - $7.39K
|
24.3K
$887K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-181- 44.58% |
$6.28K - $6.82K
|
225
$8.23K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-170- 27.73% |
$5.89K - $6.41K
|
443
$16.2K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-151- 0.82% |
$5.24K - $5.69K
|
18.4K
$671K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-124- 0.37% |
$4.3K - $4.67K
|
33.1K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-111- 1.87% |
$3.85K - $4.18K
|
5.83K
$213K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105- 1.06% |
$3.64K - $3.96K
|
9.81K
$359K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-18- 3.78% |
$624 - $679
|
458
$16.8K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$34.7 - $37.7
|
0
$0
|
|
Q2 2024 | |||||||
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-667- 9.61% |
$22.9K - $24.2K
|
6.27K
$229K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 32.26% |
$1.72K - $1.81K
|
105
$3.84K
|
|
Q1 2024 | |||||||
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-122K- 33.96% |
$3.95M - $4.43M
|
238K
$8.71M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-48.9K- 71.43% |
$1.58M - $1.77M
|
19.6K
$716K
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.52K- 21.01% |
$48.9K - $54.8K
|
5.7K
$209K
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-336- 3.76% |
$10.8K - $12.2K
|
8.6K
$315K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.26K- 32.19% |
$243K - $275K
|
17.4K
$637K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-145- 6.76% |
$4.29K - $4.57K
|
2K
$73.2K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-44- 8.18% |
$1.23K - $1.46K
|
494
$18.1K
|
|
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
$11.7K
|