Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
522K+ 692.68% |
$16M - $17.1M
|
597K
$21.8M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
285KNew |
$8.71M - $9.33M
|
285K
$10.4M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
246KNew |
$7.54M - $8.07M
|
246K
$8.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.2K+ 18.7% |
$1.48M - $1.58M
|
306K
$11.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
40.9K+ 198.86% |
$1.25M - $1.34M
|
61.5K
$2.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.2K+ 87.94% |
$925K - $990K
|
64.6K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.8K+ 94.87% |
$880K - $943K
|
59.1K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.9KNew |
$824K - $882K
|
26.9K
$982K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18.5K+ 8.65% |
$567K - $607K
|
233K
$8.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
17.8K+ 185.93% |
$545K - $584K
|
27.4K
$999K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
14K+ 20.1% |
$429K - $459K
|
83.7K
$3.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
12.7K+ 22.35% |
$388K - $415K
|
69.3K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.4KNew |
$348K - $373K
|
11.4K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.46K+ 4.76% |
$289K - $310K
|
208K
$7.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.97K+ 3.27% |
$275K - $294K
|
283K
$10.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.37K+ 9.2% |
$256K - $274K
|
99.4K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.12K+ 23.57% |
$218K - $233K
|
37.3K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.82KNew |
$209K - $224K
|
6.82K
$249K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.68KNew |
$204K - $219K
|
6.68K
$244K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.98KNew |
$183K - $196K
|
5.98K
$218K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.3K+ 13.52% |
$162K - $174K
|
44.5K
$1.62M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.93K+ 4.94% |
$120K - $129K
|
83.4K
$3.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.12K+ 19.58% |
$95.5K - $102K
|
19K
$695K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.05K+ 4.56% |
$93.2K - $99.8K
|
69.8K
$2.55M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.83K+ 12.37% |
$86.5K - $92.6K
|
25.7K
$936K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.58K+ 2.36% |
$78.9K - $84.5K
|
112K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.51K+ 7.06% |
$76.7K - $82.1K
|
38K
$1.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.4K+ 139.25% |
$73.5K - $78.7K
|
4.13K
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2K+ 22.18% |
$61.3K - $65.7K
|
11K
$403K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.62KNew |
$49.6K - $53.1K
|
1.62K
$59.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.59K+ 6.55% |
$48.6K - $52K
|
25.8K
$942K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
926+ 19.48% |
$28.3K - $30.4K
|
5.68K
$207K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
780+ 8.83% |
$23.9K - $25.6K
|
9.61K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
722+ 1.07% |
$22.1K - $23.7K
|
68.2K
$2.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
560+ 93.33% |
$17.1K - $18.4K
|
1.16K
$42.3K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
441New |
$13.5K - $14.5K
|
441
$16.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
439+ 0.92% |
$13.4K - $14.4K
|
48.3K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
381+ 0.17% |
$11.7K - $12.5K
|
230K
$8.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
353+ 1.75% |
$10.8K - $11.6K
|
20.5K
$748K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
325New |
$9.95K - $10.7K
|
325
$11.9K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
227+ 6.12% |
$6.95K - $7.44K
|
3.94K
$144K
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
217+ 2.99% |
$6.64K - $7.11K
|
7.48K
$273K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
116+ 0.75% |
$3.55K - $3.8K
|
15.5K
$566K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66New |
$2.02K - $2.16K
|
66
$2.41K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
19+ 1.88% |
$582 - $623
|
1.03K
$37.6K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 0.6% |
$153 - $164
|
836
$30.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.02% |
$91.8 - $98.3
|
13.4K
$490K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-114- 11.86% |
$3.49K - $3.74K
|
847
$30.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-210- 0.33% |
$6.43K - $6.88K
|
63.1K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-810- 85.62% |
$24.8K - $26.6K
|
136
$4.96K
|