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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
21.4K+ 162.47% |
$3.47M - $4.58M
|
34.6K
$6.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3New |
$486 - $641
|
3
$562
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-800- 0.91% |
$130K - $171K
|
87.5K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
5K+ 50.0% |
$811K - $1.07M
|
15K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.02K- 0.67% |
$165K - $218K
|
151K
$28.2M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-30- 0.07% |
$4.86K - $6.41K
|
42.1K
$7.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.56K+ 137.73% |
$739K - $974K
|
7.86K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-157- 11.97% |
$25.5K - $33.6K
|
1.16K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 55.88% |
$3.08K - $4.06K
|
53
$9.93K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11KNew |
$1.78M - $2.34M
|
11K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
157+ 4.97% |
$25.5K - $33.6K
|
3.32K
$622K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
20New |
$3.24K - $4.28K
|
20
$3.75K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
88+ 4.63% |
$14.3K - $18.8K
|
1.99K
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
665+ 15.75% |
$108K - $142K
|
4.89K
$916K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-95- 0.07% |
$15.4K - $20.3K
|
144K
$26.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-106- 33.54% |
$17.2K - $22.7K
|
210
$39.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13+ 5.8% |
$2.11K - $2.78K
|
237
$44.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.7K+ 124.63% |
$2.06M - $2.71M
|
22.9K
$4.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
5.36K+ 22.96% |
$869K - $1.15M
|
28.7K
$5.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.02% |
$973 - $1.28K
|
25.4K
$4.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
69New |
$11.2K - $14.8K
|
69
$12.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.33% |
$162 - $214
|
306
$57.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
815+ 9.5% |
$132K - $174K
|
9.4K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
447+ 5.24% |
$72.5K - $95.6K
|
8.98K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.07K+ 33.02% |
$173K - $228K
|
4.29K
$805K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
65.9K+ 194.67% |
$10.7M - $14.1M
|
99.7K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.15KNew |
$674K - $888K
|
4.15K
$778K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
77+ 2.5% |
$12.5K - $16.5K
|
3.16K
$591K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-4.56K- 53.07% |
$739K - $974K
|
4.03K
$755K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17+ 1.08% |
$2.76K - $3.63K
|
1.59K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-2.11K- 7.89% |
$342K - $450K
|
24.6K
$4.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.68K+ 46.42% |
$596K - $786K
|
11.6K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-312- 12.71% |
$50.6K - $66.7K
|
2.14K
$402K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
278+ 30.42% |
$45.1K - $59.4K
|
1.19K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.17K- 43.17% |
$352K - $463K
|
2.85K
$535K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6New |
$973 - $1.28K
|
6
$1.12K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-26- 0.29% |
$4.22K - $5.56K
|
8.79K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
143+ 1.41% |
$23.2K - $30.6K
|
10.3K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
172+ 3.75% |
$27.9K - $36.8K
|
4.76K
$893K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
225+ 489.13% |
$36.5K - $48.1K
|
271
$50.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98+ 5.32% |
$15.9K - $21K
|
1.94K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$162 - $214
|
1
$187
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
328+ 22.83% |
$53.2K - $70.1K
|
1.77K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63+ 29.86% |
$10.2K - $13.5K
|
274
$51.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.13K+ 1.11% |
$507K - $669K
|
286K
$53.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
38.5K+ 32.16% |
$6.23M - $8.22M
|
158K
$29.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.8% |
$162 - $214
|
126
$23.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-124- 3.17% |
$20.1K - $26.5K
|
3.79K
$710K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-102- 0.78% |
$16.5K - $21.8K
|
12.9K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-19Closed |
$3.08K - $4.06K
|
0
$0
|