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Timothy Plan International ETF (TPIF) Institutional Ownership

$26.82 -0.03 (-0.11%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Timothy Plan International ETF (NYSEARCA:TPIF)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$13.77M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.03M
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TPIF Institutional Buying and Selling by Quarter

Timothy Plan International ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024 CreativeOne Wealth LLC320,525$9.26M0.3%+5.7%8.013%
11/7/2024 OneAscent Wealth Management LLC10,071$291K0.1%N/A0.252%
11/5/2024 Harbour Investments Inc.10,531$304K0.0%N/A0.263%
10/28/2024 Creative Financial Designs Inc. ADV13,000$375K0.0%+58.0%0.325%
10/24/2024 Sound Stewardship LLC51,648$1.49M0.8%-3.6%1.291%
10/24/2024 J.W. Cole Advisors Inc.34,354$992K0.0%+2.6%0.859%
10/22/2024 International Assets Investment Management LLC253,822$7.33M0.0%+32,483.1%6.346%
10/16/2024 Firethorn Wealth Partners LLC11,992$346K0.2%N/A0.300%
8/14/2024 EverSource Wealth Advisors LLC41,170$1.13M0.1%+93.6%1.029%
8/8/2024 J.W. Cole Advisors Inc.33,475$888K0.0%+107.6%0.837%
8/8/2024 HHM Wealth Advisors LLC6,788$180K0.0%+35.2%0.170%
7/31/2024 Aptus Capital Advisors LLC3,945$105K0.0%N/A0.099%
7/31/2024Commonwealth Equity Services LLC8,883$236K0.0%-44.7%0.222%
7/10/2024 CWM LLC153,089$4.06M0.0%+2.0%3.827%
5/14/2024 CreativeOne Wealth LLC332,085$9.05M0.4%+1.6%8.302%
5/8/2024 Avantax Advisory Services Inc.13,055$356K0.0%-30.2%0.326%
4/30/2024 J.W. Cole Advisors Inc.16,125$439K0.0%+5.2%0.403%
4/23/2024 Strategic Blueprint LLC19,492$531K0.0%-23.9%0.506%
4/16/2024 OneAscent Wealth Management LLC9,934$271K0.1%N/A0.258%
4/11/2024 O Connor Financial Group LLC367,643$10.02M6.0%+1.3%10.212%
2/20/2024 Polen Capital Management LLC15,875$420K0.0%+7.3%0.441%
2/13/2024 Polen Capital Management LLC15,875$420K0.0%+7.3%0.441%
2/12/2024 WorthPointe LLC24,891$658K0.3%+72.4%0.691%
2/9/2024 EverSource Wealth Advisors LLC22,002$582K0.1%+17.0%0.611%
2/9/2024 CreativeOne Wealth LLC326,702$8.64M0.6%+1.1%9.075%
2/8/2024 Advisor OS LLC8,441$223K0.0%N/A0.234%
2/7/2024 Avantax Advisory Services Inc.18,708$495K0.0%-13.0%0.520%
2/1/2024 CWM LLC143,425$3.79M0.0%+9.6%3.984%
1/31/2024 J.W. Cole Advisors Inc.15,331$405K0.0%+3.3%0.426%
1/25/2024 International Assets Investment Management LLC20,602$545K0.0%N/A0.572%
1/25/2024 Strategic Blueprint LLC25,618$678K0.1%-3.7%0.712%
1/24/2024 International Assets Investment Management LLC20,602$545K0.0%N/A0.572%
1/23/2024 LVZ Inc.101,556$2.69M0.4%+1.0%2.821%
1/17/2024 O Connor Financial Group LLC362,752$9.59M5.9%+0.5%10.076%
1/17/2024 Sound Stewardship LLC43,183$1.14M0.8%+272.0%1.200%
11/20/2023 Silver Oak Securities Incorporated1,104$26K0.0%-93.1%0.031%
11/13/2023 Polen Capital Management LLC14,794$355K0.0%-5.8%0.411%
11/8/2023 Avantax Advisory Services Inc.21,495$515K0.0%+24.7%0.597%
11/8/2023 Strategic Financial Concepts LLC10,540$253K0.1%N/A0.293%
11/4/2023 EverSource Wealth Advisors LLC18,808$451K0.0%+145.8%0.522%
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10/26/2023 Sound Stewardship LLC11,607$278K0.2%N/A0.322%
10/24/2023 J.W. Cole Advisors Inc.14,839$356K0.0%+5.5%0.412%
10/24/2023 Cambridge Investment Research Advisors Inc.10,772$258K0.0%+8.7%0.299%
10/23/2023Commonwealth Equity Services LLC17,191$412K0.0%-17.4%0.478%
10/20/2023 O Connor Financial Group LLC360,914$8.65M5.9%+2.3%10.025%
10/18/2023 Strategic Blueprint LLC26,608$638K0.1%+5.3%0.739%
10/17/2023 CreativeOne Wealth LLC323,207$7.75M0.6%+2.7%8.978%
10/11/2023 CWM LLC130,910$3.14M0.0%+18.3%3.636%
8/16/2023 CreativeOne Wealth LLC314,787$7.94M0.4%-17.0%8.744%
8/10/2023Cetera Advisors LLC12,871$325K0.0%-5.2%0.358%
8/10/2023Cetera Advisor Networks LLC17,311$437K0.0%+13.0%0.481%
8/4/2023 EverSource Wealth Advisors LLC7,653$193K0.0%+1,491.1%0.213%
8/3/2023 CWM LLC110,659$2.79M0.0%-8.7%3.074%
8/2/2023 Silver Oak Securities Incorporated16,109$406K0.1%+15.9%0.447%
7/31/2023 LPL Financial LLC35,230$889K0.0%+13.6%0.979%
7/26/2023 Creative Financial Designs Inc. ADV4,491$113K0.0%+2,496.0%0.134%
7/14/2023 O Connor Financial Group LLC352,701$8.90M6.1%+11.1%10.528%
7/13/2023 Cambridge Investment Research Advisors Inc.9,913$250K0.0%+12.6%0.296%
7/12/2023 Symphony Financial Ltd. Co.8,993$224K0.1%N/A0.268%
7/11/2023 Brookstone Capital Management15,036$374K0.0%N/A0.449%
5/22/2023 Arete Wealth Advisors LLC12,390$310K0.0%N/A0.370%
5/5/2023 Silver Oak Securities Incorporated13,901$347K0.1%N/A0.415%
5/3/2023 J.W. Cole Advisors Inc.14,033$351K0.0%+4.5%0.419%
5/2/2023 HHM Wealth Advisors LLC5,020$125K0.0%+30.2%0.150%
5/1/2023 Arete Wealth Advisors LLC12,390$309.63B0.0%N/A0.370%
5/1/2023 CWM LLC121,165$3.03M0.0%+1.9%3.617%
4/28/2023 Avantax Advisory Services Inc.12,714$318K0.0%-3.2%0.380%
4/28/2023 Strategic Blueprint LLC25,402$635K0.1%+25.9%0.758%
4/20/2023 LVZ Inc.100,540$2.51M0.4%+53.4%3.001%
4/14/2023 O Connor Financial Group LLC317,526$7.94M6.0%N/A10.411%
3/6/2023 OLD Mission Capital LLC91,738$2.13M0.1%N/A3.008%
2/16/2023 CreativeOne Wealth LLC371,001$8.63M0.5%+6.2%12.164%
2/15/2023 Frontier Asset Management LLC37,228$866K0.4%N/A1.221%
2/15/2023 Ambassador Advisors LLC189,738$4.41M1.0%-24.9%6.221%
2/7/2023Commonwealth Equity Services LLC19,654$457K0.0%N/A0.644%
2/7/2023 LPL Financial LLC31,335$729K0.0%N/A1.027%
2/2/2023 Disciplined Investments LLC3,734$87K0.0%N/A0.122%
2/1/2023 CWM LLC118,960$2.77M0.0%-0.6%3.900%
1/31/2023 Geneos Wealth Management Inc.3,813$89K0.0%+1,875.6%0.125%
1/26/2023 Strategic Blueprint LLC20,170$469K0.1%+48.9%0.661%
1/17/2023 LVZ Inc.65,550$1.53M0.2%+0.9%2.149%
11/18/2022 Ambassador Advisors LLC252,628$5.12M1.2%-50.7%8.421%
11/16/2022 CreativeOne Wealth LLC349,212$7.08M0.4%+3.3%11.640%
11/8/2022 Strategic Blueprint LLC13,546$274K0.0%-4.3%0.452%
11/4/2022 HHM Wealth Advisors LLC3,855$78K0.0%+212.1%0.129%
11/2/2022 OneAscent Financial Services LLC13,027$264K0.1%N/A0.434%
10/31/2022 J.W. Cole Advisors Inc.12,638$256K0.0%+4.1%0.421%
10/27/2022 CWM LLC119,723$2.43M0.0%+9.6%3.991%
10/18/2022 Paradiem LLC14,843$301K0.1%-18.8%0.495%
10/11/2022 LVZ Inc.64,993$1.32M0.2%-30.4%2.166%
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8/13/2022 Frontier Asset Management LLC15,420$351K0.3%+176.1%0.490%
8/12/2022 Strategic Blueprint LLC14,158$323K0.0%+16.4%0.449%
8/8/2022 HHM Wealth Advisors LLC1,235$28K0.0%N/A0.039%
7/28/2022 CWM LLC109,206$2.49M0.0%+4.0%3.467%
7/27/2022 LVZ Inc.93,447$2.13M0.4%-2.4%2.967%
7/27/2022 J.W. Cole Advisors Inc.12,139$277K0.0%+12.5%0.385%
7/21/2022 Charter Oak Capital Management LLC1,100$25K0.0%N/A0.035%
7/11/2022 Paradiem LLC18,277$417K0.2%-19.3%0.590%
6/10/2022 J.W. Cole Advisors Inc.10,786$290K0.0%+13.3%0.348%
5/16/2022 Frontier Asset Management LLC5,585$150K0.1%N/A0.180%
(Data available from 1/1/2016 forward)

TPIF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPIF shares?

During the previous two years, 34 institutional investors and hedge funds held shares of Timothy Plan International ETF. The most heavily invested institutionals were O Connor Financial Group LLC ($10.02M), CreativeOne Wealth LLC ($9.26M), International Assets Investment Management LLC ($7.33M), Ambassador Advisors LLC ($4.41M), CWM LLC ($4.06M), LVZ Inc. ($2.69M), and OLD Mission Capital LLC ($2.13M).Learn more on TPIF's institutional investors.

Which institutional investors have been buying Timothy Plan International ETF stock?

Of the 32 institutional investors that purchased Timothy Plan International ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: O Connor Financial Group LLC ($367.64K), International Assets Investment Management LLC ($294.25K), OLD Mission Capital LLC ($91.74K), CreativeOne Wealth LLC ($56.46K), Sound Stewardship LLC ($43.18K), EverSource Wealth Advisors LLC ($41.43K), and CWM LLC ($38.01K).

How much institutional buying is happening at Timothy Plan International ETF?

Institutional investors have bought a total of 1,266,331 shares in the last 24 months. This purchase volume represents approximately $32.68M in transactions.

Which Timothy Plan International ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold Timothy Plan International ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ambassador Advisors LLC ($322.54K), CreativeOne Wealth LLC ($64.51K), Silver Oak Securities Incorporated ($15.01K), CWM LLC ($11.27K), Commonwealth Equity Services LLC ($10.79K), Avantax Advisory Services Inc. ($8.86K), and Strategic Blueprint LLC ($7.12K).

How much institutional selling is happening at Timothy Plan International ETF?

Institutional investors have sold a total of 443,652 shares in the last 24 months. This volume of shares sold represents approximately $9.80M in transactions.



This page (NYSEARCA:TPIF) was last updated on 11/17/2024 by MarketBeat.com Staff
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