Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
130K+ 322.85% |
$4.93M - $5.11M
|
170K
$6.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.6K+ 2444.84% |
$595K - $617K
|
16.3K
$622K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.23KNew |
$351K - $364K
|
9.23K
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
7.1KNew |
$270K - $280K
|
7.1K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.47K+ 61.46% |
$170K - $176K
|
11.7K
$449K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.25K+ 4.28% |
$162K - $168K
|
104K
$3.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.85KNew |
$146K - $152K
|
3.85K
$147K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.04K+ 4.49% |
$77.4K - $80.3K
|
47.4K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.79K+ 8.95% |
$68K - $70.5K
|
21.8K
$832K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.69K+ 27.6% |
$64K - $66.4K
|
7.79K
$298K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.59K+ 19.25% |
$60.5K - $62.7K
|
9.86K
$377K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.38K+ 12.97% |
$52.6K - $54.5K
|
12K
$460K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
BUY
|
- |
1.24K+ 5.11% |
$47.3K - $49K
|
25.6K
$978K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
996+ 7.32% |
$37.8K - $39.3K
|
14.6K
$558K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
848+ 10.81% |
$32.2K - $33.4K
|
8.69K
$332K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
326+ 0.96% |
$12.4K - $12.9K
|
34.3K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
250New |
$9.5K - $9.86K
|
250
$9.55K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
234+ 3.99% |
$8.89K - $9.22K
|
6.1K
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
159+ 0.35% |
$6.04K - $6.27K
|
45.3K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.57% |
$38 - $39.4
|
176
$6.72K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.89% |
$38 - $39.4
|
113
$4.32K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-61- 0.34% |
$2.32K - $2.4K
|
17.8K
$680K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-300- 45.45% |
$11.4K - $11.8K
|
360
$13.8K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-415- 6.46% |
$15.8K - $16.4K
|
6.01K
$230K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-813- 9.11% |
$30.9K - $32K
|
8.11K
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.21K- 4.04% |
$45.9K - $47.6K
|
28.7K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4K- 36.38% |
$152K - $158K
|
6.99K
$267K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.55K- 29.51% |
$211K - $219K
|
13.2K
$506K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.9K- 21.0% |
$224K - $233K
|
22.2K
$849K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.14K- 29.25% |
$233K - $242K
|
14.8K
$567K
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
SELL
|
- |
-6.86K- 27.4% |
$261K - $271K
|
18.2K
$695K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.5K- 17.97% |
$514K - $534K
|
61.8K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-14.6K- 8.77% |
$554K - $575K
|
152K
$5.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-58.5K- 56.71% |
$2.22M - $2.31M
|
44.7K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-123K- 75.39% |
$4.67M - $4.85M
|
40.2K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
SELL
|
- |
-125K- 22.42% |
$4.73M - $4.91M
|
431K
$16.5M
|