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 99 institutions that hold shares in the stock, with a total of 3.99 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,640
shares
|
$70,421
0.04% of portfolio
|
Q2 2024
Added 9.33%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,570
shares
|
$67,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,460
shares
|
$62,692
0.02% of portfolio
|
Q1 2024
Added 11.03%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,145
shares
|
$49,166
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,000
shares
|
$42,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
917
shares
|
$39,375
0.0% of portfolio
|
Q4 2024
Added 102.88%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
890
shares
|
$38,216
0.0% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
888
shares
|
$38,130
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
814
shares
|
$34,953
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
600
shares
|
$25,764
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
600
shares
|
$25,764
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
470
shares
|
$20,181
0.0% of portfolio
|
Q4 2024
Added 243.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
439
shares
|
$18,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
427
shares
|
$18,335
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
326
shares
|
$13,998
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
324
shares
|
$13,912
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
241
shares
|
$10,348
0.0% of portfolio
|
Q4 2024
Reduced 42.48%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
187
shares
|
$8,029
0.01% of portfolio
|
Q2 2022
Added 3.89%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
156
shares
|
$6,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
127
shares
|
$5,453
0.0% of portfolio
|
Q2 2020
Reduced 33.86%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
112
shares
|
$4,809
0.0% of portfolio
|
Q2 2024
Reduced 87.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
103
shares
|
$4,422
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
72
shares
|
$3,091
0.0% of portfolio
|
Q4 2024
Reduced 89.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$42
0.0% of portfolio
|
Q3 2024
Reduced 99.31%
|