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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
1.01K+ 5.46% |
$186K - $221K
|
19.6K
$3.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-51- 0.32% |
$9.34K - $11.1K
|
15.8K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12.8K- 66.96% |
$2.35M - $2.79M
|
6.32K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12New |
$2.2K - $2.61K
|
12
$2.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$916 - $1.09K
|
5
$915
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-15- 0.96% |
$2.75K - $3.27K
|
1.55K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 10.53% |
$366 - $436
|
21
$3.84K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.9K+ 3.39% |
$349K - $415K
|
58K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-16.1K- 30.18% |
$2.95M - $3.51M
|
37.3K
$6.82M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
145+ 2.92% |
$26.6K - $31.6K
|
5.11K
$934K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.98K+ 48.08% |
$546K - $649K
|
9.18K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-437- 4.97% |
$80.1K - $95.2K
|
8.36K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.48K- 30.37% |
$272K - $323K
|
3.4K
$623K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23+ 7.85% |
$4.21K - $5.01K
|
316
$57.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-21.2K- 2.93% |
$3.88M - $4.61M
|
700K
$128M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
186+ 0.35% |
$34.1K - $40.5K
|
53.1K
$9.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4- 4.55% |
$733 - $871
|
84
$15.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
19+ 0.77% |
$3.48K - $4.14K
|
2.48K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.98K- 25.31% |
$363K - $432K
|
5.85K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
383+ 6.48% |
$70.2K - $83.4K
|
6.29K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$3.66K - $4.36K
|
20
$3.66K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-77- 5.48% |
$14.1K - $16.8K
|
1.33K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
29+ 1450.0% |
$5.31K - $6.32K
|
31
$5.67K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
106+ 1.4% |
$19.4K - $23.1K
|
7.66K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
107KNew |
$19.7M - $23.4M
|
107K
$19.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-9.2K- 68.28% |
$1.68M - $2M
|
4.27K
$782K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.92KNew |
$351K - $418K
|
1.92K
$351K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 77.78% |
$2.56K - $3.05K
|
32
$5.86K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$550 - $654
|
3
$549
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4.92K+ 266.9% |
$901K - $1.07M
|
6.76K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.3K+ 11.71% |
$238K - $283K
|
12.4K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$183 - $218
|
4
$732
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.01K- 29.18% |
$367K - $437K
|
4.87K
$890K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.37KNew |
$250K - $298K
|
1.37K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 17.62% |
$366K - $436K
|
13.4K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
155New |
$28.4K - $33.8K
|
155
$28.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.37KNew |
$251K - $299K
|
1.37K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
579+ 12.5% |
$106K - $126K
|
5.21K
$954K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
220+ 89.07% |
$40.3K - $47.9K
|
467
$85.5K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2New |
$366 - $436
|
2
$366
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 34.75% |
$7.51K - $8.93K
|
77
$14.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-305- 1.98% |
$55.9K - $66.4K
|
15.1K
$2.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-102K- 99.47% |
$18.6M - $22.1M
|
545
$99.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.37K+ 168400.0% |
$617K - $734K
|
3.37K
$617K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01K+ 7.49% |
$368K - $438K
|
28.8K
$5.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
34+ 425.0% |
$6.23K - $7.41K
|
42
$7.69K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.06KNew |
$378K - $449K
|
2.06K
$378K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.3% |
$733 - $871
|
1.35K
$247K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-827- 0.67% |
$152K - $180K
|
123K
$22.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.15KNew |
$211K - $251K
|
1.15K
$210K
|