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 14 institutions that hold shares in the stock, with a total of 331,903 shares, which have been reported (via 13F filing form) to have a value of $8.02 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
130,051
shares
|
$3.14 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
84,028
shares
|
$2.03 Million
0.22% of portfolio
|
Q1 2024
Reduced 35.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
28,772
shares
|
$695,419
0.0% of portfolio
|
Q1 2024
Added 55.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
26,862
shares
|
$649,254
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
24,965
shares
|
$603,404
0.08% of portfolio
|
Q1 2024
Added 8.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
17,570
shares
|
$424,666
0.04% of portfolio
|
Q1 2024
Reduced 38.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
16,297
shares
|
$393,898
0.0% of portfolio
|
Q1 2024
Reduced 44.11%
|
|
|
Sound Financial Strategies Group, LLC
|
May 13, 2024 Q1 2024 |
1,320
shares
|
$31,904
0.03% of portfolio
|
Q4 2023
Added 173.86%
|
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
947
shares
|
$22,888
0.0% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
559
shares
|
$13,511
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
430
shares
|
$10,393
0.0% of portfolio
|
Q4 2021
Added 108.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
101
shares
|
$2,441
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|