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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
452
shares
|
$19,521
0.0% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
439
shares
|
$18,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
433
shares
|
$18,701
0.0% of portfolio
|
Q3 2024
Added 23.71%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
419
shares
|
$18,096
0.0% of portfolio
|
Q3 2024
Reduced 82.82%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
365
shares
|
$15,764
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
326
shares
|
$14,079
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
323
shares
|
$13,950
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
288
shares
|
$12,438
0.0% of portfolio
|
Q2 2024
Reduced 51.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
218
shares
|
$9,415
0.0% of portfolio
|
Q3 2024
Reduced 61.95%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
187
shares
|
$8,076
0.01% of portfolio
|
Q2 2022
Added 3.89%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
156
shares
|
$6,737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
137
shares
|
$5,917
0.0% of portfolio
|
Q3 2024
Reduced 87.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
127
shares
|
$5,485
0.0% of portfolio
|
Q2 2020
Reduced 33.86%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
112
shares
|
$4,837
0.0% of portfolio
|
Q2 2024
Reduced 87.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
103
shares
|
$4,448
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q3 2024
Reduced 99.31%
|