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 73 institutions that hold shares in the stock, with a total of 3.69 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
5,584
shares
|
$194,602
0.0% of portfolio
|
Q1 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
5,068
shares
|
$176,619
0.05% of portfolio
|
Q1 2024
Added 24.19%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
4,335
shares
|
$151,074
0.03% of portfolio
|
Q1 2024
New holding
|
|
Nemes Rush Group LLC
Novi, MI |
May 15, 2024 Q1 2024 |
3,725
shares
|
$129,816
0.02% of portfolio
|
Q2 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
2,000
shares
|
$69,700
0.0% of portfolio
|
Q2 2023
Reduced 6.76%
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
1,500
shares
|
$52,275
0.01% of portfolio
|
Q1 2024
Added 12.36%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,272
shares
|
$44,329
0.0% of portfolio
|
Q4 2023
Added 2.83%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
1,027
shares
|
$35,790
0.01% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
885
shares
|
$30,842
0.0% of portfolio
|
Q1 2024
Added 18.16%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
847
shares
|
$29,517
0.0% of portfolio
|
Q3 2023
Reduced 11.86%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
846
shares
|
$29,483
0.0% of portfolio
|
Q1 2024
Added 0.59%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
710
shares
|
$24,743
0.0% of portfolio
|
Q2 2020
Reduced 55.07%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
665
shares
|
$23,175
0.0% of portfolio
|
Q1 2024
Added 907.58%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
641
shares
|
$22,338
0.0% of portfolio
|
Q4 2023
Reduced 60.43%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
618
shares
|
$21,537
0.0% of portfolio
|
Q3 2022
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
494
shares
|
$17,215
0.02% of portfolio
|
Q3 2022
Reduced 8.18%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
485
shares
|
$16,902
0.0% of portfolio
|
Q3 2021
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
422
shares
|
$14,706
0.0% of portfolio
|
Q1 2024
Reduced 9.25%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
325
shares
|
$11,326
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
155
shares
|
$5,401
0.0% of portfolio
|
Q4 2022
Reduced 30.8%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
56
shares
|
$1,951
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$34
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|