Latest Institutional Transactions on Paylocity Holding Corp (PCTY)
This table provides information on the latest institutional transactions involving Paylocity Holding Corp (PCTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-599- 4.07% |
$97.1K - $128K
|
14.1K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 50.0% |
$324 - $428
|
6
$1.19K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
13.5KNew |
$2.18M - $2.88M
|
13.5K
$2.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
182+ 27.7% |
$29.5K - $38.9K
|
839
$166K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
189+ 3.0% |
$30.6K - $40.4K
|
6.48K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.76K- 99.89% |
$285K - $376K
|
2
$395
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19New |
$3.08K - $4.06K
|
19
$3.76K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.62K+ 53.63% |
$262K - $346K
|
4.63K
$916K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.14K- 6.71% |
$185K - $245K
|
15.9K
$3.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
17.4K+ 91.9% |
$2.82M - $3.72M
|
36.3K
$7.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$162 - $214
|
3
$593
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
31New |
$5.03K - $6.63K
|
31
$6.13K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.74K+ 5742.0% |
$931K - $1.23M
|
5.84K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.02KNew |
$165K - $217K
|
1.02K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-19- 4.68% |
$3.08K - $4.06K
|
387
$76.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-182- 2.58% |
$29.5K - $38.9K
|
6.87K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-50.8K- 6.58% |
$8.24M - $10.9M
|
722K
$143M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-305- 11.01% |
$49.5K - $65.2K
|
2.46K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-54- 0.91% |
$8.76K - $11.5K
|
5.91K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2New |
$324 - $428
|
2
$395
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
72+ 41.14% |
$11.7K - $15.4K
|
247
$48.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 33.33% |
$1.78K - $2.35K
|
44
$8.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-535- 15.89% |
$86.7K - $114K
|
2.83K
$560K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.13KNew |
$184K - $242K
|
1.13K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
32+ 1.9% |
$5.19K - $6.84K
|
1.72K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.05K- 26.99% |
$171K - $225K
|
2.85K
$564K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3+ 300.0% |
$486 - $641
|
4
$791
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.21K+ 4.72% |
$196K - $258K
|
26.8K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-50- 3.58% |
$8.11K - $10.7K
|
1.35K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.17K+ 63.31% |
$351K - $463K
|
5.59K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-14- 60.87% |
$2.27K - $2.99K
|
9
$1.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-121- 6.1% |
$19.6K - $25.9K
|
1.86K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1New |
$162 - $214
|
1
$198
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-17- 4.45% |
$2.76K - $3.63K
|
365
$72.2K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 28.57% |
$324 - $428
|
5
$989
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.2KNew |
$1.01M - $1.33M
|
6.2K
$1.23M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.16KNew |
$188K - $248K
|
1.16K
$229K
|
|
|
Jan 03, 2025
Q4 2024
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-1.05K- 3.23% |
$170K - $224K
|
31.3K
$6.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
116+ 43.28% |
$18.8K - $24.8K
|
384
$75.9K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
386K+ 81.89% |
$50.9M - $63.8M
|
857K
$169M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-981- 1.83% |
$129K - $162K
|
52.7K
$10.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.32KNew |
$174K - $218K
|
1.32K
$261K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
23New |
$3.04K - $3.8K
|
23
$4.55K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-380- 2.84% |
$50.2K - $62.9K
|
13K
$2.57M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-105- 6.81% |
$13.9K - $17.4K
|
1.44K
$284K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.14K- 25.29% |
$150K - $188K
|
3.36K
$665K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.77KNew |
$894K - $1.12M
|
6.77K
$1.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
15.1K+ 29.99% |
$1.99M - $2.5M
|
65.4K
$12.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.61K+ 14.28% |
$740K - $928K
|
44.9K
$8.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-31- 64.58% |
$4.09K - $5.13K
|
17
$3.36K
|
|