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 91 institutions that hold shares in the stock, with a total of 3.24 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,295
shares
|
$315,071
0.0% of portfolio
|
Q3 2024
Added 43.32%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
7,183
shares
|
$310,233
0.11% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
6,645
shares
|
$286,997
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
6,035
shares
|
$260,651
0.14% of portfolio
|
Q2 2024
Reduced 8.58%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,435
shares
|
$234,737
0.01% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,371
shares
|
$231,973
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
5,149
shares
|
$222,385
0.0% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
4,919
shares
|
$212,451
0.08% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,567
shares
|
$197,248
0.0% of portfolio
|
Q1 2024
Reduced 32.67%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
4,405
shares
|
$190,251
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
4,012
shares
|
$173,278
0.01% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
4,012
shares
|
$173,278
0.05% of portfolio
|
Q3 2024
Reduced 35.19%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
3,577
shares
|
$154,490
0.02% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,174
shares
|
$137,085
0.01% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,640
shares
|
$70,831
0.04% of portfolio
|
Q2 2024
Added 9.33%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
1,460
shares
|
$63,057
0.02% of portfolio
|
Q1 2024
Added 11.03%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,145
shares
|
$49,452
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,033
shares
|
$44,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$43,190
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$43,190
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,000
shares
|
$43,190
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
888
shares
|
$38,352
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
838
shares
|
$36,193
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
797
shares
|
$34,422
0.0% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
600
shares
|
$25,914
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|