Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
540K+ 3368.25% |
$17.8M - $20.5M
|
556K
$21.2M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22KNew |
$727K - $838K
|
22K
$841K
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
21.9K+ 28.29% |
$723K - $833K
|
99.3K
$3.79M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20K+ 23.25% |
$659K - $759K
|
106K
$4.04M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
19.6KNew |
$646K - $744K
|
19.6K
$748K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13.4K+ 160.64% |
$442K - $510K
|
21.8K
$830K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7K+ 177.58% |
$387K - $446K
|
18.3K
$700K
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
11.3KNew |
$373K - $430K
|
11.3K
$432K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.6K+ 29.66% |
$317K - $365K
|
42K
$1.6M
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.27KNew |
$273K - $314K
|
8.27K
$316K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.96K+ 8.51% |
$263K - $302K
|
101K
$3.87M
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.76K+ 4.99% |
$256K - $295K
|
163K
$6.23M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.11K+ 1.57% |
$235K - $270K
|
459K
$17.5M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.57K+ 93.48% |
$217K - $250K
|
13.6K
$519K
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
6.51K+ 32.55% |
$215K - $247K
|
26.5K
$1.01M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.33K+ 2.67% |
$143K - $164K
|
166K
$6.35M
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3.86K+ 4.84% |
$127K - $147K
|
83.6K
$3.19M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52K+ 45.42% |
$116K - $134K
|
11.3K
$430K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.33K+ 7.92% |
$110K - $127K
|
45.4K
$1.73M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.05K+ 16.18% |
$100K - $116K
|
21.9K
$835K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.56K+ 522.04% |
$84.4K - $97.2K
|
3.05K
$116K
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.09K+ 22.75% |
$69K - $79.5K
|
11.3K
$431K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.88K+ 21.36% |
$61.9K - $71.3K
|
10.7K
$407K
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
1.38K+ 5.84% |
$45.6K - $52.6K
|
25.1K
$957K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 21.07% |
$41.8K - $48.1K
|
7.28K
$278K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
660New |
$21.8K - $25.1K
|
660
$25.2K
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
655+ 7.92% |
$21.6K - $24.9K
|
8.92K
$341K
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
640New |
$21.1K - $24.3K
|
640
$24.4K
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
582+ 1.15% |
$19.2K - $22.1K
|
51.4K
$1.96M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
481+ 0.81% |
$15.9K - $18.3K
|
59.9K
$2.29M
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
462+ 2.31% |
$15.2K - $17.6K
|
20.5K
$782K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
203+ 0.79% |
$6.7K - $7.72K
|
25.9K
$989K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154+ 0.33% |
$5.08K - $5.85K
|
47.5K
$1.81M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
130+ 0.17% |
$4.29K - $4.94K
|
75.3K
$2.88M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
62+ 14.09% |
$2.05K - $2.36K
|
502
$19.2K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21+ 0.46% |
$693 - $798
|
4.54K
$173K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.7% |
$198 - $228
|
869
$33.2K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5+ 0.04% |
$165 - $190
|
11.9K
$453K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-80- 40.82% |
$2.64K - $3.04K
|
116
$4.43K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-129- 1.82% |
$4.26K - $4.9K
|
6.97K
$266K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-153- 1.37% |
$5.05K - $5.82K
|
11K
$420K
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-154- 1.93% |
$5.08K - $5.85K
|
7.85K
$300K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-242- 3.63% |
$7.98K - $9.2K
|
6.43K
$245K
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-277- 4.45% |
$9.14K - $10.5K
|
5.95K
$227K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-278- 4.53% |
$9.17K - $10.6K
|
5.86K
$224K
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-374- 15.75% |
$12.3K - $14.2K
|
2K
$76.4K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-382- 3.43% |
$12.6K - $14.5K
|
10.8K
$411K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-383- 16.98% |
$12.6K - $14.6K
|
1.87K
$71.5K
|