Institutional Ownership Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY). We have compiled data on the 467 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $8.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
27
shares
|
$5,483
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
24
shares
|
$4,873
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
23
shares
|
$4,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
23
shares
|
$4,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
21
shares
|
$4,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
20
shares
|
$4,061
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
20
shares
|
$4,061
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
19
shares
|
$3,858
0.0% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
19
shares
|
$3,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
18
shares
|
$3,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
18
shares
|
$3,655
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
18
shares
|
$3,655
0.0% of portfolio
|
Q1 2023
Added 12.5%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
18
shares
|
$3,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
18
shares
|
$3,655
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
18
shares
|
$3,655
0.0% of portfolio
|
Q3 2024
Reduced 43.75%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
17
shares
|
$3,452
0.0% of portfolio
|
Q3 2024
Reduced 87.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
17
shares
|
$3,452
0.0% of portfolio
|
Q3 2024
Reduced 64.58%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
16
shares
|
$3,249
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$3,046
0.0% of portfolio
|
Q2 2022
Reduced 70.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$2,843
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
12
shares
|
$2,436
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
12
shares
|
$2,436
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
12
shares
|
$2,436
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
11
shares
|
$2,233
0.0% of portfolio
|
Q2 2022
Reduced 98.94%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
10
shares
|
$2,030
0.0% of portfolio
|
Q3 2024
New holding
|