Institutional Ownership Timothy Plan U S Sm Cap Core E (TPSC)
This table provides information about the institutional ownership of Timothy Plan U S Sm Cap Core E (TPSC). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 1.46 Million shares, which have been reported (via 13F filing form) to have a value of $56.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
9,603
shares
|
$371,059
0.0% of portfolio
|
Q2 2024
Added 3.16%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
9,524
shares
|
$368,007
0.0% of portfolio
|
Q2 2024
Reduced 17.78%
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 26, 2024 Q2 2024 |
9,350
shares
|
$361,284
0.12% of portfolio
|
Q2 2024
Added 2.05%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
9,240
shares
|
$357,033
0.01% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
6,912
shares
|
$267,079
0.02% of portfolio
|
Q2 2024
New holding
|
|
Symphony Financial, Ltd. Co.
|
Jul 17, 2024 Q2 2024 |
6,604
shares
|
$255,178
0.04% of portfolio
|
Q2 2024
New holding
|
|
Efficient Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
6,521
shares
|
$251,971
0.01% of portfolio
|
Q2 2024
Added 18.63%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
4,771
shares
|
$184,351
0.0% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
3,878
shares
|
$149,845
0.02% of portfolio
|
Q1 2023
Added 53.89%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
3,499
shares
|
$135,201
0.04% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
2,290
shares
|
$88,485
0.02% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,172
shares
|
$83,926
0.0% of portfolio
|
Q2 2024
Added 335.27%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,645
shares
|
$63,562
0.0% of portfolio
|
Q2 2024
Added 2785.96%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,520
shares
|
$58,732
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 15, 2024 Q2 2024 |
1,240
shares
|
$47,913
0.01% of portfolio
|
Q2 2023
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,215
shares
|
$46,947
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,045
shares
|
$40,378
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
861
shares
|
$33,269
0.0% of portfolio
|
Q1 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
637
shares
|
$24,613
0.0% of portfolio
|
Q1 2024
Added 5.29%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
513
shares
|
$19,822
0.0% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
467
shares
|
$18,044
0.0% of portfolio
|
Q2 2024
New holding
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
255
shares
|
$9,853
0.0% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
132
shares
|
$5,100
0.0% of portfolio
|
Q2 2020
Reduced 26.52%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
106
shares
|
$4,095
0.0% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
95
shares
|
$3,670
0.0% of portfolio
|
Q2 2024
Added 14.46%
|