Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
43.7K+ 330.79% |
$1.52M - $1.65M
|
56.9K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
40.8KNew |
$1.41M - $1.54M
|
40.8K
$1.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
27.9K+ 27.57% |
$966K - $1.05M
|
129K
$4.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 4.72% |
$652K - $709K
|
417K
$15.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.1K+ 14.26% |
$560K - $609K
|
129K
$4.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.1KNew |
$349K - $379K
|
10.1K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9.02K+ 14.18% |
$313K - $340K
|
72.7K
$2.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.86KNew |
$273K - $296K
|
7.86K
$288K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
7.83K+ 7.4% |
$271K - $295K
|
114K
$4.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.94KNew |
$241K - $262K
|
6.94K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
6.32K+ 15.15% |
$219K - $238K
|
48K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.55K+ 18.19% |
$158K - $171K
|
29.5K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.84K+ 4.57% |
$133K - $145K
|
87.8K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.17K+ 1.2% |
$110K - $119K
|
268K
$9.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.04K+ 9.9% |
$105K - $115K
|
33.7K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.43K+ 6.08% |
$84.2K - $91.6K
|
42.4K
$1.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.27K+ 29.66% |
$78.6K - $85.5K
|
9.91K
$363K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.17K+ 9.48% |
$75.1K - $81.7K
|
25K
$915K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.13K+ 6.81% |
$74K - $80.5K
|
33.5K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 17.65% |
$71.9K - $78.2K
|
13.8K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.69K+ 662.75% |
$58.6K - $63.7K
|
1.95K
$71.1K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
979+ 2.18% |
$33.9K - $36.9K
|
46K
$1.68M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
947+ 0.87% |
$32.8K - $35.7K
|
109K
$4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
892+ 14.47% |
$30.9K - $33.6K
|
7.06K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
485New |
$16.8K - $18.3K
|
485
$17.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
432+ 33.94% |
$15K - $16.3K
|
1.71K
$62.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
267New |
$9.26K - $10.1K
|
267
$9.77K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85+ 0.17% |
$2.95K - $3.2K
|
51.6K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
78+ 1.08% |
$2.7K - $2.94K
|
7.3K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
76New |
$2.63K - $2.87K
|
76
$2.78K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
43+ 0.17% |
$1.49K - $1.62K
|
25.5K
$932K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
35+ 5.34% |
$1.21K - $1.32K
|
691
$25.3K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.47% |
$139 - $151
|
855
$31.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$69.3 - $75.4
|
2
$73.2
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$69.3 - $75.4
|
2.92K
$107K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.15% |
$34.7 - $37.7
|
666
$24.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.1% |
$34.7 - $37.7
|
1.03K
$37.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$34.7 - $37.7
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-18- 3.78% |
$624 - $679
|
458
$16.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105- 1.06% |
$3.64K - $3.96K
|
9.81K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-111- 1.87% |
$3.85K - $4.18K
|
5.83K
$213K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-124- 0.37% |
$4.3K - $4.67K
|
33.1K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-151- 0.82% |
$5.24K - $5.69K
|
18.4K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-170- 27.73% |
$5.89K - $6.41K
|
443
$16.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-181- 44.58% |
$6.28K - $6.82K
|
225
$8.23K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-196- 0.8% |
$6.8K - $7.39K
|
24.3K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-550- 5.69% |
$19.1K - $20.7K
|
9.12K
$334K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-748Closed |
$25.9K - $28.2K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.1K- 16.91% |
$38.2K - $41.5K
|
5.41K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.27K- 1.99% |
$44K - $47.8K
|
62.3K
$2.28M
|