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 86 institutions that hold shares in the stock, with a total of 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $139 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
|
$18 Million
0.82% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
240,485
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2024
Added 28.3%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
240,382
shares
|
$10.8 Million
3.2% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
197,660
shares
|
$8.9 Million
4.57% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
197,325
shares
|
$8.89 Million
1.46% of portfolio
|
Q2 2024
Reduced 20.46%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
172,408
shares
|
$7.77 Million
3.83% of portfolio
|
Q2 2024
Added 149.79%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
167,712
shares
|
$7.55 Million
0.3% of portfolio
|
Q2 2024
Added 6.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
126,929
shares
|
$5.72 Million
0.34% of portfolio
|
Q2 2024
Added 7.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
122,427
shares
|
$5.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 32.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
112,135
shares
|
$5.05 Million
0.55% of portfolio
|
Q3 2024
Added 7915.37%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
99,036
shares
|
$4.46 Million
0.38% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
80,094
shares
|
$3.61 Million
1.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
75,565
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
72,729
shares
|
$3.28 Million
0.14% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
66,283
shares
|
$2.99 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
53,390
shares
|
$2.4 Million
0.01% of portfolio
|
Q2 2024
Added 53.28%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
51,303
shares
|
$2.31 Million
0.67% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
47,395
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 4308.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,692
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
40,570
shares
|
$1.83 Million
0.19% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
36,766
shares
|
$1.66 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
22,031
shares
|
$992,276
0.48% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
21,536
shares
|
$969,981
0.0% of portfolio
|
Q2 2024
Added 7.8%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 12, 2024 Q2 2024 |
21,513
shares
|
$968,945
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
20,098
shares
|
$905,213
0.0% of portfolio
|
Q2 2024
Added 0.34%
|