Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.3K+ 72.79% |
$1.08M - $1.24M
|
90.9K
$3.32M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 5.57% |
$434K - $503K
|
293K
$10.7M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.7K+ 8.26% |
$385K - $445K
|
180K
$6.57M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6K+ 77.38% |
$355K - $410K
|
29K
$1.06M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 3.64% |
$298K - $345K
|
303K
$11.1M
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
9.72KNew |
$273K - $316K
|
9.72K
$355K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
8.99K+ 2.96% |
$252K - $292K
|
313K
$11.4M
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.57KNew |
$241K - $278K
|
8.57K
$313K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8K+ 47.6% |
$225K - $260K
|
24.8K
$908K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.04K+ 6.58% |
$198K - $229K
|
114K
$4.17M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.74K+ 505.48% |
$189K - $219K
|
8.07K
$295K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.72KNew |
$189K - $218K
|
6.72K
$246K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.55KNew |
$184K - $213K
|
6.55K
$240K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.92KNew |
$166K - $192K
|
5.92K
$216K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.77K+ 9.52% |
$162K - $187K
|
66.3K
$2.43M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.97K+ 5.72% |
$111K - $129K
|
73.3K
$2.68M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.89K+ 6.91% |
$109K - $126K
|
60.3K
$2.2M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.64K+ 25.36% |
$74.1K - $85.7K
|
13K
$477K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.3K+ 11.07% |
$64.6K - $74.7K
|
23.1K
$844K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
2.05K+ 9.06% |
$57.5K - $66.5K
|
24.6K
$902K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.64K+ 5.06% |
$46K - $53.3K
|
34K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.63K+ 3.98% |
$45.8K - $53K
|
42.6K
$1.56M
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.27K+ 1.53% |
$35.7K - $41.3K
|
84.2K
$3.08M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.03KNew |
$28.9K - $33.5K
|
1.03K
$37.7K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.03KNew |
$28.9K - $33.5K
|
1.03K
$37.7K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
922+ 2.06% |
$25.9K - $30K
|
45.7K
$1.67M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800+ 2285.71% |
$22.5K - $26K
|
835
$30.5K
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
403+ 0.21% |
$11.3K - $13.1K
|
192K
$7.02M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
354+ 9.11% |
$9.94K - $11.5K
|
4.24K
$155K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
227+ 0.51% |
$6.37K - $7.38K
|
44.7K
$1.63M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
205+ 1.97% |
$5.76K - $6.66K
|
10.6K
$388K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
160New |
$4.49K - $5.2K
|
160
$5.85K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
149+ 10.41% |
$4.18K - $4.84K
|
1.58K
$57.8K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
87New |
$2.44K - $2.83K
|
87
$3.18K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.74% |
$168 - $195
|
822
$30.1K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9- 0.67% |
$253 - $292
|
1.33K
$48.6K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-69- 30.8% |
$1.94K - $2.24K
|
155
$5.67K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-465- 0.35% |
$13.1K - $15.1K
|
133K
$4.88M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.65K- 48.71% |
$74.5K - $86.2K
|
2.79K
$102K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-3.35K- 4.9% |
$94K - $109K
|
65.1K
$2.38M
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-10K- 7.84% |
$281K - $326K
|
118K
$4.31M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.1K- 82.61% |
$1.07M - $1.24M
|
8.02K
$293K
|