Purchases and Sales Made in Q1 2023 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q1 2023. The information is specifically focused on institutions that hold shares of Paylocity Holding Corp.
| 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
$42.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45+ 3.71% |
$7.85K - $10.5K
|
1.26K
$247K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
35+ 1.03% |
$6.11K - $8.15K
|
3.44K
$677K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 94.29% |
$5.76K - $7.69K
|
68
$13.4K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
33+ 0.64% |
$5.76K - $7.69K
|
5.21K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
29+ 161.11% |
$5.06K - $6.75K
|
47
$9.25K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
29+ 414.29% |
$5.06K - $6.75K
|
36
$7.08K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23+ 1.89% |
$4.01K - $5.36K
|
1.24K
$244K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 26.87% |
$3.14K - $4.19K
|
85
$16.7K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15New |
$2.62K - $3.49K
|
15
$2.95K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 70.0% |
$2.44K - $3.26K
|
34
$6.69K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
13New |
$2.27K - $3.03K
|
13
$2.56K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 133.33% |
$2.09K - $2.79K
|
21
$4.13K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
12New |
$2.09K - $2.79K
|
12
$2.36K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
10+ 0.02% |
$1.75K - $2.33K
|
47.1K
$9.27M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 250.0% |
$1.75K - $2.33K
|
14
$2.75K
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
10+ 0.02% |
$1.75K - $2.33K
|
47.1K
$9.27M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8New |
$1.4K - $1.86K
|
8
$1.57K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 12.96% |
$1.22K - $1.63K
|
61
$12K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
7New |
$1.22K - $1.63K
|
7
$1.38K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 8.05% |
$1.22K - $1.63K
|
94
$18.5K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5New |
$873 - $1.16K
|
5
$984
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
4+ 40.0% |
$698 - $932
|
14
$2.75K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 50.0% |
$698 - $932
|
12
$2.36K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
4New |
$698 - $932
|
4
$787
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 23.08% |
$524 - $699
|
16
$3.15K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3New |
$524 - $699
|
3
$590
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 12.5% |
$349 - $466
|
18
$3.54K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$349 - $466
|
2
$394
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$175 - $233
|
1
$197
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1- 0.02% |
$175 - $233
|
4.59K
$903K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 66.67% |
$349 - $466
|
1
$197
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2- 5.88% |
$349 - $466
|
32
$6.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 8.33% |
$524 - $699
|
33
$6.49K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 14.29% |
$524 - $699
|
18
$3.54K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 1.31% |
$698 - $932
|
302
$59.4K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5Closed |
$873 - $1.16K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5- 0.22% |
$873 - $1.16K
|
2.31K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-7- 0.34% |
$1.22K - $1.63K
|
2.08K
$409K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-7- 0.19% |
$1.22K - $1.63K
|
3.68K
$725K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-8- 8.6% |
$1.4K - $1.86K
|
85
$16.7K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-9- 0.1% |
$1.57K - $2.1K
|
9.06K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-9- 16.98% |
$1.57K - $2.1K
|
44
$8.66K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13- 3.77% |
$2.27K - $3.03K
|
332
$65.3K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16- 66.67% |
$2.79K - $3.73K
|
8
$1.57K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25- 0.45% |
$4.36K - $5.82K
|
5.55K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-31- 81.58% |
$5.41K - $7.22K
|
7
$1.38K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-31- 2.86% |
$5.41K - $7.22K
|
1.05K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 10.81% |
$5.59K - $7.45K
|
264
$51.9K
|