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Tributary Capital Management’s LPL Financial LPLA Stock Holding History

Tributary Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,700
Closed -$1.04M – 186
2022
Q1 		$1.04M Sell
5,700
-6,900
-55% -$1.2M 0.08% 123
2021
Q4 		$2.02M Sell
12,600
-4,600
-27% -$759K 0.15% 114
2021
Q3 		$2.7M Buy
17,200
+2,200
+15% +$316K 0.21% 84
2021
Q2 		$2.02M Sell
15,000
-2,900
-16% -$422K 0.15% 113
2021
Q1 		$2.54M Buy
17,900
+3,500
+24% +$447K 0.2% 78
2020
Q4 		$1.5M Hold
14,400
– – 0.11% 120
2020
Q3 		$1.1M Buy
14,400
+4,500
+45% +$357K 0.1% 134
2020
Q2 		$776K Buy
+9,900
New +$662K 0.07% 147
2020
Q1 		– Sell
-16,700
Closed -$1.54M – 205
2019
Q4 		$1.54M Buy
+16,700
New +$1.43M 0.11% 118

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Kayne Anderson Rudnick Investment Management
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LPC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return