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 |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8
shares
|
$1,624
0.0% of portfolio
|
Q3 2024
Reduced 98.25%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
8
shares
|
$1,624
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8
shares
|
$1,624
0.0% of portfolio
|
Q1 2020
Added 1787.5%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
7
shares
|
$1,421
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5
shares
|
$1,015
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
5
shares
|
$1,015
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
5
shares
|
$1,015
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
5
shares
|
$1,015
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
4
shares
|
$812
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
4
shares
|
$812
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
4
shares
|
$812
0.0% of portfolio
|
Q1 2023
Added 250.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
2
shares
|
$406
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2
shares
|
$406
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
2
shares
|
$406
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2
shares
|
$406
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1
shares
|
$203
0.0% of portfolio
|
Q3 2024
Reduced 99.3%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1
shares
|
$203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1
shares
|
$203
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1
shares
|
$203
0.0% of portfolio
|
Q1 2024
Added 2450.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
1
shares
|
$203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1
shares
|
$203
0.0% of portfolio
|
Q2 2024
New holding
|