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 77 institutions that hold shares in the stock, with a total of 3 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
20,029
shares
|
$809,371
0.0% of portfolio
|
Q1 2024
Added 1305.54%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
19,977
shares
|
$807,270
0.0% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
19,593
shares
|
$791,753
0.09% of portfolio
|
Q1 2024
New holding
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jun 27, 2024 Q1 2024 |
19,245
shares
|
$777,690
0.48% of portfolio
|
Q1 2024
Added 4.21%
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
17,726
shares
|
$716,307
0.08% of portfolio
|
Q1 2024
Added 1.87%
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 14, 2024 Q1 2024 |
17,238
shares
|
$696,587
0.29% of portfolio
|
Q1 2024
Reduced 25.04%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
16,854
shares
|
$681,070
0.07% of portfolio
|
Q1 2024
Added 1.74%
|
|
Vicus Capital
State College, PA |
Apr 17, 2024 Q1 2024 |
14,922
shares
|
$602,998
0.06% of portfolio
|
Q1 2024
Added 8.01%
|
|
Sound Stewardship, LLC
Overland Park, KS |
May 08, 2024 Q1 2024 |
14,231
shares
|
$575,074
0.36% of portfolio
|
Q1 2024
Added 7.42%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
13,445
shares
|
$543,312
0.03% of portfolio
|
Q4 2023
Reduced 2.74%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
13,255
shares
|
$535,634
0.01% of portfolio
|
Q1 2024
Added 31.77%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
12,335
shares
|
$498,457
0.03% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
12,132
shares
|
$490,254
0.02% of portfolio
|
Q1 2024
Added 22.38%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
12,017
shares
|
$485,606
0.04% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
12,010
shares
|
$485,324
0.0% of portfolio
|
Q1 2024
Reduced 19.86%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
11,636
shares
|
$470,210
0.0% of portfolio
|
Q1 2024
Added 37.15%
|
|
Efficient Advisors, LLC
|
May 09, 2024 Q1 2024 |
11,021
shares
|
$445,358
0.03% of portfolio
|
Q1 2024
New holding
|
|
Bcgm Wealth Management, LLC
|
May 07, 2024 Q1 2024 |
8,300
shares
|
$335,403
0.13% of portfolio
|
Q3 2022
Added 10.67%
|
|
Harvest Investment Services, LLC
|
May 13, 2024 Q1 2024 |
7,811
shares
|
$315,642
0.13% of portfolio
|
Q3 2023
New holding
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
7,305
shares
|
$295,195
0.03% of portfolio
|
Q1 2024
Added 32.41%
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 12, 2024 Q1 2024 |
7,051
shares
|
$284,930
0.13% of portfolio
|
Q1 2024
New holding
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
6,710
shares
|
$271,151
0.11% of portfolio
|
Q1 2024
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
6,492
shares
|
$262,341
0.0% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
6,268
shares
|
$253,289
0.08% of portfolio
|
Q1 2024
Added 22.37%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
4,784
shares
|
$193,321
0.0% of portfolio
|
Q1 2024
New holding
|