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

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Tributary Capital Management's LPLA Position: Q2 2022 in Review

Tributary Capital Management sold out of LPL Financial (LPLA) in Q2 2022, closing a stake of 5,700 shares — an estimated $1.04M sold.

Tributary Capital Management first reported a position in LPLA in Q4 2019 and held it in 9 quarters. The position peaked at $2.7M in Q3 2021. 533 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

Tributary Capital Management reported no remaining LPL Financial position as of Q2 2022 after selling out during the quarter.
Tributary Capital Management sold 5,700 LPL Financial shares in Q2 2022, an estimated $1.04M.
Tributary Capital Management first reported a position in LPL Financial in Q4 2019 and held it in 9 quarters.
Tributary Capital Management's LPL Financial position peaked at $2.7M in Q3 2021.
533 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on Tributary Capital Management's 13F filing for Q2 2022, filed 19 Jul 2022.