Institutional Ownership Timothy Plan High Divid Stk En (TPHE)
This table provides information about the institutional ownership of Timothy Plan High Divid Stk En (TPHE). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 316,762 shares, which have been reported (via 13F filing form) to have a value of $8.31 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
113,456
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
75,660
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
30,530
shares
|
$801,107
0.08% of portfolio
|
Q3 2024
Reduced 22.96%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
27,561
shares
|
$723,200
0.06% of portfolio
|
Q3 2024
Added 48.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,713
shares
|
$595,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
18,379
shares
|
$482,264
0.25% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
10,102
shares
|
$265,076
0.0% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
7,892
shares
|
$207,086
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,467
shares
|
$169,694
0.01% of portfolio
|
Q3 2024
Reduced 51.12%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,793
shares
|
$73,288
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
775
shares
|
$20,336
0.02% of portfolio
|
Q2 2024
Reduced 98.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
433
shares
|
$11,361
0.0% of portfolio
|
Q4 2021
Added 103.7%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|