Purchases and Sales Made in Q1 2023 in Timothy Plan High Divid Stk Et (TPHD)
This table provides information about the institutional ownership of Timothy Plan High Divid Stk Et (TPHD) during Q1 2023. The information is specifically focused on institutions that hold shares of TIMOTHY PLAN HIGH DIVID STK ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
95.4KNew |
$2.82M - $3.12M
|
95.4K
$3.49M
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
52.6KNew |
$1.55M - $1.72M
|
52.6K
$1.92M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
40.3KNew |
$1.19M - $1.32M
|
40.3K
$1.47M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
36.2K+ 11.59% |
$1.07M - $1.18M
|
349K
$12.8M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 26.2% |
$884K - $976K
|
144K
$5.26M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7K+ 196.28% |
$466K - $514K
|
23.8K
$869K
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
15.1K+ 7.86% |
$446K - $493K
|
207K
$7.57M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13KNew |
$383K - $423K
|
13K
$474K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.8K+ 26.43% |
$350K - $386K
|
56.5K
$2.07M
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
10K+ 40.64% |
$296K - $327K
|
34.7K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.26K+ 2.47% |
$215K - $237K
|
301K
$11M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.58KNew |
$195K - $215K
|
6.58K
$241K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.68K+ 3.16% |
$168K - $186K
|
185K
$6.78M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.34K+ 5.92% |
$128K - $142K
|
77.6K
$2.84M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.07K+ 25.8% |
$120K - $133K
|
19.8K
$726K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.62K+ 8.5% |
$107K - $118K
|
46.2K
$1.69M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.48KNew |
$103K - $114K
|
3.48K
$127K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.3K+ 7.22% |
$97.6K - $108K
|
49K
$1.79M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.29K+ 25.21% |
$97.3K - $107K
|
16.3K
$597K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.74K+ 61.0% |
$81.1K - $89.5K
|
7.23K
$265K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.72K+ 7.99% |
$80.4K - $88.8K
|
36.7K
$1.34M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.5K+ 10.83% |
$74K - $81.7K
|
25.6K
$936K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.09K+ 19.67% |
$61.8K - $68.2K
|
12.7K
$465K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64K+ 25.02% |
$48.5K - $53.6K
|
8.19K
$300K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.52K+ 2.33% |
$44.8K - $49.5K
|
66.6K
$2.44M
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 15.41% |
$44.3K - $48.9K
|
11.2K
$410K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
928+ 69.88% |
$27.5K - $30.3K
|
2.26K
$82.5K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
700+ 16.51% |
$20.7K - $22.9K
|
4.94K
$181K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
611+ 38.65% |
$18.1K - $20K
|
2.19K
$80.2K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
451+ 0.68% |
$13.3K - $14.7K
|
66.8K
$2.44M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300New |
$8.88K - $9.8K
|
300
$11K
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
285+ 1.97% |
$8.43K - $9.31K
|
14.8K
$541K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
216+ 0.87% |
$6.39K - $7.06K
|
25K
$916K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37+ 0.55% |
$1.09K - $1.21K
|
6.76K
$247K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15+ 1.8% |
$444 - $490
|
850
$31.1K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.49% |
$118 - $131
|
826
$30.2K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$29.6 - $32.7
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-566- 20.26% |
$16.7K - $18.5K
|
2.23K
$81.5K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.03KClosed |
$30.5K - $33.7K
|
0
$0
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.38K- 16.11% |
$40.8K - $45.1K
|
7.19K
$263K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.55K- 1.71% |
$46K - $50.8K
|
89.3K
$3.27M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.09K- 18.15% |
$61.7K - $68.1K
|
9.4K
$344K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.4K- 74.9% |
$189K - $209K
|
2.15K
$78.5K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.78K- 11.26% |
$201K - $222K
|
53.5K
$1.96M
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-21.1K- 25.06% |
$625K - $690K
|
63.1K
$2.31M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-101K- 85.88% |
$2.99M - $3.31M
|
16.6K
$608K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-112K- 83.79% |
$3.31M - $3.65M
|
21.6K
$791K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-192K- 63.6% |
$5.69M - $6.29M
|
110K
$4.03M
|