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 94 institutions that hold shares in the stock, with a total of 3.85 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,145
shares
|
$50,528
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$44,130
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
908
shares
|
$40,070
0.0% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
861
shares
|
$37,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
814
shares
|
$35,921
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
797
shares
|
$35,171
0.0% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
600
shares
|
$26,478
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
600
shares
|
$26,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
427
shares
|
$18,843
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
410
shares
|
$18,093
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
324
shares
|
$14,298
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
288
shares
|
$12,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
206
shares
|
$9,090
0.0% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
187
shares
|
$8,252
0.01% of portfolio
|
Q2 2022
Added 3.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
127
shares
|
$5,604
0.0% of portfolio
|
Q2 2020
Reduced 33.86%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
112
shares
|
$4,942
0.0% of portfolio
|
Q2 2024
Reduced 87.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
91
shares
|
$4,015
0.0% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q3 2024
Reduced 99.31%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|