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 85 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 $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
5,370
shares
|
$231,608
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
5,149
shares
|
$222,076
0.0% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
5,090
shares
|
$219,531
0.0% of portfolio
|
Q2 2024
Added 6.4%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
5,037
shares
|
$217,245
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,567
shares
|
$196,974
0.0% of portfolio
|
Q1 2024
Reduced 32.67%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
4,405
shares
|
$189,987
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
3,907
shares
|
$168,508
0.02% of portfolio
|
Q2 2024
Added 5.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
3,448
shares
|
$148,712
0.01% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
2,797
shares
|
$120,634
0.01% of portfolio
|
Q2 2024
Added 27.78%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,640
shares
|
$70,733
0.04% of portfolio
|
Q2 2024
Added 9.33%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
1,460
shares
|
$62,969
0.02% of portfolio
|
Q1 2024
Added 11.03%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,228
shares
|
$52,963
0.0% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 15, 2024 Q2 2024 |
1,145
shares
|
$49,383
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,000
shares
|
$43,130
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
1,000
shares
|
$43,130
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,000
shares
|
$43,130
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
888
shares
|
$38,299
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
838
shares
|
$36,142
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
600
shares
|
$25,878
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
465
shares
|
$20,055
0.0% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
419
shares
|
$18,071
0.0% of portfolio
|
Q3 2024
Reduced 82.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
410
shares
|
$17,683
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
365
shares
|
$15,742
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
350
shares
|
$15,095
0.0% of portfolio
|
Q4 2021
Reduced 78.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
326
shares
|
$14,060
0.0% of portfolio
|
Q1 2024
New holding
|