Latest Institutional Transactions on Timothy Plan High Divid Stk En (TPHE)
This table provides information on the latest institutional transactions involving Timothy Plan High Divid Stk En (TPHE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.77KNew |
$152K - $175K
|
6.77K
$176K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.35K+ 20.58% |
$132K - $140K
|
31.4K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.7K- 83.74% |
$1.03M - $1.09M
|
8.09K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-977- 19.16% |
$24.1K - $25.5K
|
4.12K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-128- 2.69% |
$3.16K - $3.34K
|
4.64K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.8KNew |
$69K - $73.2K
|
2.8K
$72.6K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
4.53K+ 54.17% |
$112K - $118K
|
12.9K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-369- 47.61% |
$9.1K - $9.64K
|
406
$10.5K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.7K- 18.43% |
$510K - $541K
|
91.6K
$2.37M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.75K- 11.12% |
$43.2K - $45.7K
|
14K
$363K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.29KNew |
$81K - $85.9K
|
3.29K
$85.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.85K- 26.37% |
$144K - $153K
|
16.3K
$424K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.44K- 3.19% |
$60.1K - $63.7K
|
73.9K
$1.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
425+ 4.22% |
$10.5K - $11.1K
|
10.5K
$272K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
525New |
$12.9K - $14.1K
|
525
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.06KNew |
$25.9K - $28.4K
|
1.06K
$27.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
57New |
$1.4K - $1.54K
|
57
$1.48K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-141- 50.9% |
$3.46K - $3.8K
|
136
$3.53K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.89KNew |
$186K - $203K
|
7.89K
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.79KNew |
$65.9K - $71.7K
|
2.79K
$72.4K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
419+ 1.92% |
$9.82K - $10.3K
|
22.3K
$577K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
733+ 3.61% |
$16.1K - $18.1K
|
21K
$545K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
277New |
$5.87K - $6.29K
|
277
$7.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$278K - $297K
|
13.1K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.2 - $22.7
|
1
$25.9
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
225New |
$4.77K - $5.11K
|
225
$5.83K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-175- 10.45% |
$3.71K - $3.97K
|
1.5K
$38.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
175New |
$3.71K - $3.97K
|
175
$4.54K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-830- 6.0% |
$18.3K - $19.6K
|
13K
$337K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-180KClosed |
$4.26M - $5.05M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
449+ 103.7% |
$11K - $12.1K
|
882
$22.9K
|
|