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 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-525- 1.82% |
$17.3K - $20K
|
28.3K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-641- 27.88% |
$21.1K - $24.4K
|
1.66K
$63.3K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.16K- 2.51% |
$38.3K - $44.1K
|
45.1K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.19K- 26.03% |
$39.3K - $45.2K
|
3.38K
$129K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.34K- 4.3% |
$44.3K - $51K
|
29.9K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.58K- 27.36% |
$85K - $98K
|
6.85K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.74K- 2.13% |
$90.3K - $104K
|
126K
$4.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 18.11% |
$153K - $176K
|
21K
$801K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.21K- 12.52% |
$172K - $198K
|
36.4K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.74K- 31.73% |
$288K - $332K
|
18.8K
$718K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-9.82K- 22.42% |
$324K - $373K
|
34K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 13.86% |
$407K - $469K
|
76.7K
$2.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-20.3K- 16.46% |
$671K - $773K
|
103K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-56.5K- 73.85% |
$1.86M - $2.15M
|
20K
$763K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-94.8K- 84.15% |
$3.13M - $3.6M
|
17.9K
$682K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-133K- 59.94% |
$4.38M - $5.05M
|
88.8K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-134K- 84.66% |
$4.43M - $5.11M
|
24.4K
$930K
|