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 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.96K+ 661.82% |
$338K - $394K
|
2.26K
$319K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.55K+ 3.87% |
$268K - $312K
|
41.7K
$5.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
28.5KNew |
$4.91M - $5.72M
|
28.5K
$4.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
435+ 5.21% |
$75.1K - $87.5K
|
8.79K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.28K- 4.03% |
$739K - $861K
|
102K
$14.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
241+ 248.45% |
$41.6K - $48.5K
|
338
$47.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.32% |
$173 - $201
|
317
$44.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-622- 9.24% |
$107K - $125K
|
6.11K
$863K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 76.19% |
$2.76K - $3.22K
|
5
$706
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-212- 16.99% |
$36.6K - $42.6K
|
1.04K
$146K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-163- 9.67% |
$28.1K - $32.8K
|
1.52K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-918- 11.2% |
$158K - $185K
|
7.28K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$345 - $402
|
2
$283
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.04K+ 214.05% |
$697K - $812K
|
5.92K
$837K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
597New |
$103K - $120K
|
597
$84.3K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
4.45KNew |
$767K - $894K
|
4.45K
$628K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-60- 4.52% |
$10.4K - $12.1K
|
1.27K
$179K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 3.05% |
$863 - $1.01K
|
159
$22.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-2.58K- 64.74% |
$445K - $519K
|
1.41K
$198K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 22.22% |
$1.73K - $2.01K
|
55
$7.77K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-441- 8.46% |
$76.1K - $88.7K
|
4.77K
$674K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$173 - $201
|
1
$141
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.69K- 2.44% |
$291K - $339K
|
67.5K
$9.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
13+ 0.84% |
$2.24K - $2.61K
|
1.56K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-244K- 93.88% |
$42.1M - $49M
|
15.9K
$2.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-45- 9.64% |
$7.76K - $9.05K
|
422
$59.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1K- 14.22% |
$173K - $201K
|
6.03K
$852K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1- 3.23% |
$173 - $201
|
30
$4.24K
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-2.44K- 6.54% |
$421K - $490K
|
34.8K
$4.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.24KNew |
$386K - $450K
|
2.24K
$316K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.94K- 87.12% |
$507K - $590K
|
434
$61.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 18.89% |
$2.93K - $3.42K
|
73
$10.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.64KNew |
$283K - $330K
|
1.64K
$232K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.82K- 1.59% |
$882K - $1.05M
|
298K
$42M
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2KNew |
$366K - $436K
|
2K
$283K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
6New |
$1.1K - $1.31K
|
6
$848
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.72KNew |
$865K - $1.03M
|
4.72K
$667K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-22- 95.65% |
$4.03K - $4.79K
|
1
$141
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.07KNew |
$197K - $234K
|
1.07K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
25.1KNew |
$4.6M - $5.47M
|
25.1K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.13KNew |
$208K - $247K
|
1.13K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
4.2KNew |
$769K - $915K
|
4.2K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.77K- 21.59% |
$323K - $385K
|
6.41K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1New |
$183 - $218
|
1
$141
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
434+ 5.85% |
$79.5K - $94.6K
|
7.86K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-207- 1.09% |
$37.9K - $45.1K
|
18.7K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-20K- 40.0% |
$3.66M - $4.36M
|
30K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 1.3% |
$550 - $654
|
233
$32.9K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.75KNew |
$686K - $816K
|
3.75K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 25.2% |
$5.86K - $6.97K
|
95
$13.4K
|
|