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 $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
403,961
shares
|
$17.8 Million
0.64% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
244,470
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
240,382
shares
|
$10.6 Million
3.2% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
201,820
shares
|
$8.91 Million
3.65% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
197,660
shares
|
$8.73 Million
4.57% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
195,965
shares
|
$8.65 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
174,280
shares
|
$7.7 Million
0.29% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
112,135
shares
|
$4.95 Million
0.55% of portfolio
|
Q3 2024
Added 7915.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
107,772
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
99,036
shares
|
$4.37 Million
0.38% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
98,926
shares
|
$4.37 Million
0.29% of portfolio
|
Q3 2024
Reduced 22.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
80,853
shares
|
$3.57 Million
0.02% of portfolio
|
Q3 2024
Added 51.44%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
80,094
shares
|
$3.54 Million
1.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
75,565
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
72,729
shares
|
$3.21 Million
0.14% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
66,283
shares
|
$2.93 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
51,303
shares
|
$2.27 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
|
$2.09 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
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
40,570
shares
|
$1.79 Million
0.19% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
38,835
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
36,049
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
33,523
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 260.85%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
33,077
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
23,557
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 9.38%
|