Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
82.4KNew |
$2.96M - $3.25M
|
82.4K
$3.05M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69KNew |
$2.48M - $2.73M
|
69K
$2.56M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
54.7KNew |
$1.96M - $2.16M
|
54.7K
$2.03M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.2KNew |
$653K - $719K
|
18.2K
$674K
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
16.6KNew |
$597K - $658K
|
16.6K
$617K
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
16K+ 14.07% |
$573K - $631K
|
130K
$4.8M
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
15.4KNew |
$554K - $610K
|
15.4K
$572K
|
|
Feb 05, 2025
Q4 2024
|
Christian Investment Advisors, Inc.
New Braunfels, TX |
BUY
|
- |
15.4KNew |
$552K - $608K
|
15.4K
$570K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 3.52% |
$527K - $580K
|
432K
$16M
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
11KNew |
$395K - $434K
|
11K
$407K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.23K+ 117.37% |
$331K - $365K
|
17.1K
$633K
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
8.75K+ 18.21% |
$314K - $346K
|
56.8K
$2.1M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.21K+ 6.37% |
$295K - $325K
|
137K
$5.08M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.79KNew |
$244K - $268K
|
6.79K
$252K
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
6.59KNew |
$237K - $261K
|
6.59K
$244K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.34K+ 7.86% |
$192K - $211K
|
73.3K
$2.72M
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.75K+ 8.35% |
$171K - $188K
|
61.7K
$2.29M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.28K+ 10.5% |
$154K - $169K
|
45K
$1.67M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.98K+ 2.72% |
$107K - $118K
|
112K
$4.16M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.67KNew |
$95.6K - $105K
|
2.67K
$98.8K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.54K+ 8.59% |
$91K - $100K
|
32.1K
$1.19M
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2.41K+ 3.32% |
$86.6K - $95.3K
|
75.1K
$2.78M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.19K+ 42.72% |
$78.7K - $86.7K
|
7.33K
$272K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 15.72% |
$78K - $85.9K
|
16K
$593K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.12KNew |
$76.1K - $83.7K
|
2.12K
$78.5K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.07K+ 4.87% |
$74.1K - $81.6K
|
44.5K
$1.65M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 0.91% |
$69.4K - $76.4K
|
215K
$7.97M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.91K+ 98.1% |
$68.5K - $75.4K
|
3.85K
$143K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.8KNew |
$64.5K - $71K
|
1.8K
$66.6K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
1.73K+ 2.78% |
$62.1K - $68.4K
|
64K
$2.37M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 5.06% |
$45.4K - $50K
|
26.3K
$974K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
962+ 0.94% |
$34.5K - $38K
|
103K
$3.83M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
733+ 42.99% |
$26.3K - $29K
|
2.44K
$90.4K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
650New |
$23.3K - $25.7K
|
650
$24.1K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
470+ 6.77% |
$16.9K - $18.6K
|
7.41K
$275K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300New |
$10.8K - $11.9K
|
300
$11.1K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
252+ 4.09% |
$9.04K - $9.96K
|
6.41K
$237K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
187+ 4.26% |
$6.71K - $7.39K
|
4.57K
$169K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
148+ 0.32% |
$5.31K - $5.85K
|
46.1K
$1.71M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55+ 7.96% |
$1.97K - $2.17K
|
746
$27.6K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
49+ 0.67% |
$1.76K - $1.94K
|
7.35K
$272K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22+ 32.35% |
$790 - $869
|
90
$3.34K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.47% |
$144 - $158
|
859
$31.8K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3+ 0.03% |
$108 - $119
|
11.8K
$439K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.32% |
$35.9 - $39.5
|
77
$2.85K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-15- 0.26% |
$538 - $593
|
5.82K
$216K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 28.57% |
$1.08K - $1.19K
|
75
$2.78K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-113- 0.44% |
$4.06K - $4.46K
|
25.4K
$940K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-141- 2.0% |
$5.06K - $5.57K
|
6.92K
$256K
|