Institutional Ownership Timothy Plan Us Large/Mid Core (TPLE)
This table provides information about the institutional ownership of Timothy Plan Us Large/Mid Core (TPLE). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 302,495 shares, which have been reported (via 13F filing form) to have a value of $8.07 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
120,955
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
31,049
shares
|
$822,177
0.0% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
29,161
shares
|
$772,183
0.08% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
28,947
shares
|
$766,516
0.08% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
16,224
shares
|
$429,611
0.01% of portfolio
|
Q4 2024
Added 43.12%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
15,432
shares
|
$408,639
0.03% of portfolio
|
Q3 2024
Added 1527.85%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
14,090
shares
|
$373,103
0.19% of portfolio
|
Q2 2024
Reduced 14.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,783
shares
|
$285,533
0.0% of portfolio
|
Q3 2024
Reduced 61.96%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,073
shares
|
$266,733
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,891
shares
|
$235,433
0.02% of portfolio
|
Q3 2024
Reduced 40.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,580
shares
|
$227,198
0.0% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
7,878
shares
|
$208,609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
430
shares
|
$11,386
0.0% of portfolio
|
Q4 2021
Added 108.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2
shares
|
$52
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|