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, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
50+ 29.76% |
$8.73K - $11.6K
|
218
$44.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45+ 3.71% |
$7.85K - $10.5K
|
1.26K
$258K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
13New |
$2.27K - $3.03K
|
13
$2.67K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 250.0% |
$1.75K - $2.33K
|
14
$2.87K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8New |
$1.4K - $1.86K
|
8
$1.64K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
4New |
$698 - $932
|
4
$821
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 12.5% |
$349 - $466
|
18
$3.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$349 - $466
|
2
$411
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$175 - $233
|
1
$205
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
452KNew |
$85.2M - $120M
|
452K
$92.7M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
170K+ 45.71% |
$32M - $44.9M
|
540K
$111M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
13KNew |
$2.45M - $3.44M
|
13K
$2.67M
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
11.5KNew |
$2.17M - $3.05M
|
11.5K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
10KNew |
$1.89M - $2.65M
|
10K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
5.5KNew |
$1.04M - $1.46M
|
5.5K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3KNew |
$566K - $795K
|
3K
$616K
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.79KNew |
$525K - $738K
|
2.79K
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.16KNew |
$218K - $307K
|
1.16K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.02KNew |
$192K - $270K
|
1.02K
$209K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
833New |
$157K - $221K
|
833
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
695New |
$131K - $184K
|
695
$143K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
495+ 4.68% |
$93.3K - $131K
|
11.1K
$2.27M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
227New |
$42.8K - $60.1K
|
227
$46.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
182New |
$34.3K - $48.2K
|
182
$37.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
123New |
$23.2K - $32.6K
|
123
$25.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
100New |
$18.9K - $26.5K
|
100
$20.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100New |
$18.9K - $26.5K
|
100
$20.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
27+ 7.71% |
$5.09K - $7.15K
|
377
$77.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10New |
$1.89K - $2.65K
|
10
$2.05K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
8New |
$1.51K - $2.12K
|
8
$1.64K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$943 - $1.32K
|
5
$1.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$943 - $1.32K
|
5
$1.03K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4New |
$754 - $1.06K
|
4
$821
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$189 - $265
|
1
$205
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
9.39KNew |
$1.61M - $2.55M
|
9.39K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Symmetry Investments LP
|
BUY
|
- |
6.32KNew |
$1.08M - $1.72M
|
6.32K
$1.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
4.83K+ 42.5% |
$826K - $1.31M
|
16.2K
$3.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
4.5KNew |
$770K - $1.23M
|
4.5K
$924K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
2KNew |
$342K - $544K
|
2K
$411K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.84KNew |
$315K - $502K
|
1.84K
$379K
|
|
|
Nov 15, 2022
Q3 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
1.79KNew |
$306K - $486K
|
1.79K
$367K
|
|
|
Oct 21, 2022
Q3 2022
|
Foundry Partners, LLC
|
BUY
|
- |
1.37KNew |
$235K - $374K
|
1.37K
$282K
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1KNew |
$171K - $272K
|
1K
$205K
|
|
|
Nov 07, 2022
Q3 2022
|
Samson Rock Capital LLP
|
BUY
|
- |
924New |
$158K - $252K
|
924
$190K
|
|
|
Nov 15, 2022
Q3 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
912+ 38.48% |
$156K - $248K
|
3.28K
$674K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
889New |
$152K - $242K
|
889
$182K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
848New |
$145K - $231K
|
848
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
840New |
$144K - $229K
|
840
$172K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
834New |
$143K - $227K
|
834
$171K
|
|