Latest Institutional Purchases of Paylocity Holding Corp (PCTY)
This list provides information on the latest institutional transactions involving Paylocity Holding Corp (PCTY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
434+ 5.85% |
$79.5K - $94.6K
|
7.86K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
328New |
$60.1K - $71.5K
|
328
$46.3K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
268+ 2.85% |
$49.1K - $58.4K
|
9.66K
$1.37M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
255+ 6.63% |
$46.7K - $55.6K
|
4.1K
$579K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
253New |
$46.4K - $55.1K
|
253
$35.7K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
245+ 9.61% |
$44.9K - $53.4K
|
2.79K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
155New |
$28.4K - $33.8K
|
155
$21.9K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
134+ 11.35% |
$24.6K - $29.2K
|
1.32K
$186K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
111New |
$20.3K - $24.2K
|
111
$15.7K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
80+ 115.94% |
$14.7K - $17.4K
|
149
$21K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
52+ 4.5% |
$9.53K - $11.3K
|
1.21K
$171K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
40+ 2.29% |
$7.33K - $8.71K
|
1.79K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
30New |
$5.5K - $6.54K
|
30
$4.24K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$3.66K - $4.36K
|
20
$2.83K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12New |
$2.2K - $2.61K
|
12
$1.7K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
11+ 0.82% |
$2.02K - $2.4K
|
1.36K
$192K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 35.0% |
$1.28K - $1.53K
|
27
$3.81K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
6New |
$1.1K - $1.31K
|
6
$848
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$916 - $1.09K
|
5
$706
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
4+ 0.02% |
$733 - $871
|
16.8K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4New |
$733 - $871
|
4
$565
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 400.0% |
$733 - $871
|
5
$706
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 1.3% |
$550 - $654
|
233
$32.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$550 - $654
|
3
$424
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 6.45% |
$366 - $436
|
33
$4.66K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2New |
$366 - $436
|
2
$283
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1New |
$183 - $218
|
1
$141
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$183 - $218
|
1
$141
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
150KNew |
$24.4M - $32.2M
|
150K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Anomaly Capital Management, LP
New York, NY |
BUY
|
- |
95.8KNew |
$15.5M - $20.5M
|
95.8K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
25K+ 73.51% |
$4.05M - $5.34M
|
59K
$8.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.9K+ 1659.51% |
$3.55M - $4.68M
|
23.2K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
17.8KNew |
$2.89M - $3.81M
|
17.8K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
16KNew |
$2.59M - $3.41M
|
16K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.4KNew |
$2.01M - $2.64M
|
12.4K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 10.97% |
$1.67M - $2.21M
|
104K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
9.63K+ 20.12% |
$1.56M - $2.06M
|
57.5K
$8.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5.77KNew |
$936K - $1.23M
|
5.77K
$815K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.15KNew |
$674K - $888K
|
4.15K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.1KNew |
$665K - $877K
|
4.1K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
BUY
|
- |
3.23KNew |
$524K - $691K
|
3.23K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.07K+ 30.63% |
$498K - $657K
|
13.1K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.07K+ 249.31% |
$498K - $656K
|
4.3K
$607K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.77KNew |
$450K - $593K
|
2.77K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.11KNew |
$342K - $451K
|
2.11K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
2.09KNew |
$340K - $448K
|
2.09K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.33K+ 7.24% |
$216K - $285K
|
19.8K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24KNew |
$200K - $264K
|
1.24K
$174K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.16KNew |
$188K - $248K
|
1.16K
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.07KNew |
$173K - $228K
|
1.07K
$151K
|
|