Institutional Ownership Timothy Plan U S Large/Mid Cap (TPLC)
This table provides information about the institutional ownership of Timothy Plan U S Large/Mid Cap (TPLC). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
399,964
shares
|
$16.8 Million
0.82% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
240,485
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2024
Added 28.3%
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Aug 09, 2024 Q2 2024 |
236,588
shares
|
$9.94 Million
3.14% of portfolio
|
Q2 2024
Added 0.52%
|
|
O'Connor Financial Group LLC
Quincy, IL |
Aug 13, 2024 Q2 2024 |
202,251
shares
|
$8.49 Million
4.77% of portfolio
|
Q2 2024
Reduced 5.97%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
197,325
shares
|
$8.29 Million
1.46% of portfolio
|
Q2 2024
Reduced 20.46%
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
172,408
shares
|
$7.24 Million
3.83% of portfolio
|
Q2 2024
Added 149.79%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
167,712
shares
|
$7.04 Million
0.3% of portfolio
|
Q2 2024
Added 6.16%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
126,929
shares
|
$5.33 Million
0.34% of portfolio
|
Q2 2024
Added 7.31%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
122,427
shares
|
$5.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 32.02%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
96,322
shares
|
$4.05 Million
0.35% of portfolio
|
Q2 2024
Added 5.98%
|
|
Stewardship Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
79,672
shares
|
$3.35 Million
1.09% of portfolio
|
Q2 2024
Added 256.47%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
74,812
shares
|
$3.14 Million
0.01% of portfolio
|
Q2 2024
Added 5.36%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
71,718
shares
|
$3.01 Million
0.14% of portfolio
|
Q2 2024
Reduced 19.53%
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
67,014
shares
|
$2.81 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
53,390
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2024
Added 53.28%
|
|
Legacy Wealth Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
51,279
shares
|
$2.15 Million
0.64% of portfolio
|
Q2 2024
Added 2.05%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
41,760
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
40,348
shares
|
$1.69 Million
0.11% of portfolio
|
Q2 2024
Added 105.93%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
36,766
shares
|
$1.54 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
25,216
shares
|
$1.06 Million
0.41% of portfolio
|
Q2 2024
Added 4.34%
|
|
Win Advisors, Inc
|
Aug 02, 2024 Q2 2024 |
24,551
shares
|
$1.03 Million
0.45% of portfolio
|
Q2 2024
Reduced 11.1%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
21,536
shares
|
$904,512
0.0% of portfolio
|
Q2 2024
Added 7.8%
|
|
Sound Financial Strategies Group, LLC
|
Aug 12, 2024 Q2 2024 |
21,513
shares
|
$903,546
0.83% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
20,098
shares
|
$844,116
0.0% of portfolio
|
Q2 2024
Added 0.34%
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Aug 20, 2024 Q2 2024 |
18,622
shares
|
$782,124
0.48% of portfolio
|
Q2 2024
Reduced 3.24%
|