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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
435+ 5.21% |
$75.1K - $87.5K
|
8.79K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.39K+ 45.57% |
$240K - $279K
|
4.44K
$835K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.92K+ 257.92% |
$848K - $988K
|
6.82K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
300+ 18.52% |
$51.8K - $60.3K
|
1.92K
$361K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-387- 2.56% |
$66.8K - $77.8K
|
14.7K
$2.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.28K- 4.03% |
$739K - $861K
|
102K
$19.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
241+ 248.45% |
$41.6K - $48.5K
|
338
$63.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.32% |
$173 - $201
|
317
$59.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-622- 9.24% |
$107K - $125K
|
6.11K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 76.19% |
$2.76K - $3.22K
|
5
$941
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 10.34% |
$518 - $603
|
32
$6.02K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.67% |
$1.55K - $1.81K
|
1.34K
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.2K+ 30.48% |
$552K - $643K
|
13.7K
$2.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-212- 16.99% |
$36.6K - $42.6K
|
1.04K
$195K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.82% |
$17.3K - $20.1K
|
12.1K
$2.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-163- 9.67% |
$28.1K - $32.8K
|
1.52K
$287K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
803+ 32.9% |
$139K - $161K
|
3.24K
$610K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-918- 11.2% |
$158K - $185K
|
7.28K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$345 - $402
|
2
$376
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.04K+ 214.05% |
$697K - $812K
|
5.92K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 200.0% |
$345 - $402
|
3
$564
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.75K+ 6.05% |
$301K - $351K
|
30.6K
$5.75M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
784+ 38.0% |
$135K - $158K
|
2.85K
$536K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.05KNew |
$1.39M - $1.62M
|
8.05K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1- 0.72% |
$173 - $201
|
138
$26K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
597New |
$103K - $120K
|
597
$112K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
4.45KNew |
$767K - $894K
|
4.45K
$836K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-60- 4.52% |
$10.4K - $12.1K
|
1.27K
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.23K- 52.16% |
$385K - $448K
|
2.04K
$385K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-135- 0.6% |
$23.3K - $27.1K
|
22.3K
$4.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 3.05% |
$863 - $1.01K
|
159
$29.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-1.62K- 5.42% |
$280K - $326K
|
28.3K
$5.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.51K+ 16.47% |
$261K - $304K
|
10.7K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-2.58K- 64.74% |
$445K - $519K
|
1.41K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-376- 5.97% |
$64.9K - $75.6K
|
5.92K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
7+ 0.09% |
$1.21K - $1.41K
|
7.67K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-270- 5.29% |
$46.6K - $54.3K
|
4.84K
$910K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 22.22% |
$1.73K - $2.01K
|
55
$10.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 50.0% |
$345 - $402
|
2
$376
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-441- 8.46% |
$76.1K - $88.7K
|
4.77K
$897K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$173 - $201
|
1
$188
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.69K- 2.44% |
$291K - $339K
|
67.5K
$12.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-78.4K- 11.2% |
$13.5M - $15.8M
|
622K
$117M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.69KNew |
$981K - $1.14M
|
5.69K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
13+ 0.84% |
$2.24K - $2.61K
|
1.56K
$294K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 9.38% |
$518 - $603
|
35
$6.58K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3- 0.55% |
$518 - $603
|
542
$102K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13New |
$2.24K - $2.61K
|
13
$2.45K
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-244K- 93.88% |
$42.1M - $49M
|
15.9K
$2.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.73KNew |
$470K - $548K
|
2.73K
$513K
|