Institutional Ownership Timothy Plan High Divid Stk Et (TPHD)
This table provides information about the institutional ownership of Timothy Plan High Divid Stk Et (TPHD). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
33,100
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
29,566
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
29,537
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2024
Added 18.19%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
25,472
shares
|
$1 Million
0.21% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
25,419
shares
|
$998,458
0.47% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
25,011
shares
|
$982,432
0.0% of portfolio
|
Q3 2024
Added 9.48%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
24,256
shares
|
$952,775
0.8% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
18,353
shares
|
$720,905
0.0% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
13,822
shares
|
$542,928
0.19% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
12,013
shares
|
$471,870
0.0% of portfolio
|
Q3 2024
Reduced 41.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,845
shares
|
$465,271
0.01% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
10,057
shares
|
$395,038
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
9,914
shares
|
$389,421
0.01% of portfolio
|
Q3 2024
Added 29.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
9,806
shares
|
$385,179
0.0% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
9,118
shares
|
$358,155
0.05% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,800
shares
|
$345,664
0.12% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
7,863
shares
|
$308,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
7,302
shares
|
$286,822
0.05% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,057
shares
|
$277,198
0.0% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
6,938
shares
|
$272,524
0.14% of portfolio
|
Q2 2024
Reduced 9.61%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
6,155
shares
|
$241,768
0.02% of portfolio
|
Q3 2024
Reduced 50.6%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
5,980
shares
|
$234,894
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
5,833
shares
|
$229,120
0.09% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
5,414
shares
|
$212,661
0.04% of portfolio
|
Q3 2024
Reduced 16.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,521
shares
|
$177,584
0.0% of portfolio
|
Q1 2024
Added 81.75%
|