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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-217- 0.64% |
$28.6K - $35.9K
|
33.8K
$6.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-70- 2.93% |
$9.24K - $11.6K
|
2.32K
$457K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-11.6K- 59.49% |
$1.54M - $1.92M
|
7.92K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-25.7K- 99.64% |
$3.4M - $4.25M
|
93
$18.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
754+ 31.69% |
$99.5K - $125K
|
3.13K
$617K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.57K- 23.79% |
$207K - $259K
|
5.02K
$988K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
34KNew |
$4.49M - $5.63M
|
34K
$6.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.57% |
$1.06K - $1.32K
|
1.4K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
110K+ 32.67% |
$14.5M - $18.2M
|
446K
$87.7M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-290- 5.43% |
$38.3K - $48K
|
5.06K
$995K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
5+ 0.03% |
$660 - $827
|
14.7K
$2.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-308- 49.52% |
$40.7K - $50.9K
|
314
$61.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
46+ 1533.33% |
$6.07K - $7.61K
|
49
$9.64K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
58+ 3.64% |
$7.66K - $9.59K
|
1.65K
$325K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.29KNew |
$170K - $213K
|
1.29K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.49K+ 17.42% |
$196K - $246K
|
10K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
546+ 6.62% |
$72.1K - $90.3K
|
8.8K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.45K- 5.84% |
$192K - $241K
|
23.4K
$4.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
159New |
$21K - $26.3K
|
159
$31.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.1K- 7.99% |
$1.47M - $1.84M
|
128K
$25.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
572+ 13.73% |
$75.5K - $94.6K
|
4.74K
$933K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.38K- 68.67% |
$710K - $890K
|
2.46K
$483K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.52K+ 13.97% |
$200K - $251K
|
12.4K
$2.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-14- 12.61% |
$1.85K - $2.32K
|
97
$19.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-51- 0.09% |
$6.73K - $8.44K
|
58K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
89.5K+ 297.57% |
$11.8M - $14.8M
|
120K
$23.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.64K- 97.98% |
$480K - $602K
|
75
$14.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
428+ 14.56% |
$56.5K - $70.8K
|
3.37K
$663K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
BUY
|
- |
9.26K+ 1.6% |
$1.22M - $1.53M
|
589K
$116M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
40+ 2.77% |
$5.28K - $6.62K
|
1.48K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 1.91% |
$26.4K - $33.1K
|
10.3K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.47KNew |
$194K - $242K
|
1.47K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-114- 87.02% |
$15K - $18.9K
|
17
$3.35K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-69- 3.76% |
$9.11K - $11.4K
|
1.77K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.08K+ 68.01% |
$539K - $675K
|
10.1K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
169+ 45.07% |
$22.3K - $28K
|
544
$107K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-10.5K- 74.05% |
$1.39M - $1.74M
|
3.69K
$726K
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.31K+ 32.59% |
$172K - $216K
|
5.31K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-3.6K- 74.52% |
$475K - $595K
|
1.23K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
21New |
$2.77K - $3.47K
|
21
$4.13K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.05% |
$528 - $662
|
8.82K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
36.1K+ 45.96% |
$4.77M - $5.97M
|
115K
$22.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.79K+ 0.62% |
$236K - $296K
|
292K
$57.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
83+ 6.43% |
$11K - $13.7K
|
1.37K
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19New |
$2.51K - $3.14K
|
19
$3.74K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
$132 - $165
|
1
$197
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2- 0.05% |
$264 - $331
|
3.91K
$770K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
500New |
$66K - $82.7K
|
500
$98.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 36.96% |
$2.24K - $2.81K
|
63
$12.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-24.5K- 16.44% |
$3.23M - $4.05M
|
124K
$24.5M
|