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 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8- 16.33% |
$1.3K - $1.71K
|
41
$7.68K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.45KNew |
$235K - $310K
|
1.45K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.2KNew |
$5.54M - $7.31M
|
34.2K
$6.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 73.02% |
$7.46K - $9.83K
|
109
$20.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.4KNew |
$2.01M - $2.64M
|
12.4K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-87- 5.46% |
$14.1K - $18.6K
|
1.51K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.19K+ 0.58% |
$356K - $469K
|
381K
$71.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-456- 1.95% |
$73.9K - $97.5K
|
23K
$4.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-415- 4.67% |
$67.3K - $88.7K
|
8.48K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19K+ 25.0% |
$3.09M - $4.07M
|
95.2K
$17.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16- 10.06% |
$2.59K - $3.42K
|
143
$26.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
703+ 253.79% |
$114K - $150K
|
980
$184K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 0.07% |
$162 - $214
|
1.34K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-9- 12.0% |
$1.46K - $1.92K
|
66
$12.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
145New |
$23.5K - $31K
|
145
$27.2K
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-3.3K- 54.87% |
$535K - $706K
|
2.71K
$509K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.18K- 46.93% |
$515K - $679K
|
3.59K
$673K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 10.42% |
$811 - $1.07K
|
53
$9.93K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
44+ 7.67% |
$7.13K - $9.41K
|
618
$116K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 1.14% |
$16.2K - $21.4K
|
8.89K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.91K- 3.29% |
$310K - $408K
|
56.1K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-456- 9.02% |
$73.9K - $97.5K
|
4.6K
$862K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-53- 3.62% |
$8.59K - $11.3K
|
1.41K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.18KNew |
$191K - $252K
|
1.18K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
11.4KNew |
$1.85M - $2.44M
|
11.4K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-94.6K- 16.05% |
$15.3M - $20.2M
|
494K
$92.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-50- 0.5% |
$8.11K - $10.7K
|
10K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-22- 7.64% |
$3.57K - $4.7K
|
266
$49.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
142KNew |
$22.9M - $30.3M
|
142K
$26.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.9K+ 1659.51% |
$3.55M - $4.68M
|
23.2K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.4K+ 6.77% |
$227K - $299K
|
22K
$4.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
93+ 5.63% |
$15.1K - $19.9K
|
1.75K
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
902+ 165.81% |
$146K - $193K
|
1.45K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30New |
$4.86K - $6.41K
|
30
$5.62K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.28K- 3.8% |
$208K - $274K
|
32.4K
$6.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.77KNew |
$450K - $593K
|
2.77K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24KNew |
$200K - $264K
|
1.24K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
15.3KNew |
$2.48M - $3.28M
|
15.3K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-546- 65.08% |
$88.5K - $117K
|
293
$54.9K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.27% |
$16.2K - $21.4K
|
37.4K
$7.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4- 2.7% |
$649 - $855
|
144
$27K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 12.65% |
$3.4K - $4.49K
|
187
$35K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 58.33% |
$1.13K - $1.5K
|
19
$3.56K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.01KNew |
$325K - $429K
|
2.01K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
261+ 5.51% |
$42.3K - $55.8K
|
5K
$937K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
6.9K+ 59.17% |
$1.12M - $1.48M
|
18.6K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.83% |
$16.2K - $21.4K
|
12.1K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.16KNew |
$189K - $249K
|
1.16K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.02KNew |
$165K - $218K
|
1.02K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
40.6KNew |
$6.58M - $8.68M
|
40.6K
$7.61M
|