Purchases and Sales Made in Q1 2024 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
104New |
$15.9K - $18.4K
|
104
$13.8K
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100New |
$15.2K - $17.7K
|
100
$13.2K
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 3.57% |
$15.2K - $17.7K
|
2.9K
$383K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
98+ 144.12% |
$14.9K - $17.4K
|
166
$22K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
93+ 0.13% |
$14.2K - $16.5K
|
72.8K
$9.63M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
92+ 1.78% |
$14K - $16.3K
|
5.25K
$694K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
89+ 22.82% |
$13.6K - $15.8K
|
479
$63.3K
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
88+ 1.73% |
$13.4K - $15.6K
|
5.17K
$684K
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
88+ 2.37% |
$13.4K - $15.6K
|
3.81K
$503K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
87New |
$13.3K - $15.4K
|
87
$11.5K
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
80+ 0.82% |
$12.2K - $14.2K
|
9.88K
$1.31M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
78+ 34.67% |
$11.9K - $13.8K
|
303
$40.1K
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
69+ 2.31% |
$10.5K - $12.2K
|
3.05K
$404K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67+ 3.5% |
$10.2K - $11.9K
|
1.98K
$262K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
64+ 0.29% |
$9.76K - $11.4K
|
22.1K
$2.93M
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
59+ 16.03% |
$9K - $10.5K
|
427
$56.5K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
54+ 40.3% |
$8.23K - $9.58K
|
188
$24.9K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
52+ 0.54% |
$7.93K - $9.22K
|
9.68K
$1.28M
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
51+ 3.8% |
$7.78K - $9.05K
|
1.39K
$184K
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
50+ 0.52% |
$7.62K - $8.87K
|
9.6K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
49New |
$7.47K - $8.69K
|
49
$6.48K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
41+ 17.15% |
$6.25K - $7.27K
|
280
$37K
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
35+ 0.75% |
$5.34K - $6.21K
|
4.71K
$622K
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
33+ 1.27% |
$5.03K - $5.85K
|
2.63K
$348K
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
31New |
$4.73K - $5.5K
|
31
$4.1K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
31New |
$4.73K - $5.5K
|
31
$4.1K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
29+ 0.71% |
$4.42K - $5.14K
|
4.14K
$548K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
26+ 4.61% |
$3.96K - $4.61K
|
590
$78K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22New |
$3.35K - $3.9K
|
22
$2.91K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20New |
$3.05K - $3.55K
|
20
$2.64K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19+ 6.62% |
$2.9K - $3.37K
|
306
$40.5K
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
18+ 27.69% |
$2.74K - $3.19K
|
83
$11K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 94.12% |
$2.44K - $2.84K
|
33
$4.36K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 59.09% |
$1.98K - $2.31K
|
35
$4.63K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
11New |
$1.68K - $1.95K
|
11
$1.45K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
11New |
$1.68K - $1.95K
|
11
$1.45K
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
10+ 0.73% |
$1.52K - $1.77K
|
1.39K
$183K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$1.52K - $1.77K
|
10
$1.32K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10+ 3.88% |
$1.52K - $1.77K
|
268
$35.4K
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
10+ 0.08% |
$1.52K - $1.77K
|
12.4K
$1.63M
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
7+ 3.66% |
$1.07K - $1.24K
|
198
$26.2K
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3+ 0.21% |
$457 - $532
|
1.42K
$188K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3+ 1.75% |
$457 - $532
|
174
$23K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 0.88% |
$305 - $355
|
229
$30.3K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 6.45% |
$305 - $355
|
33
$4.36K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2+ 3.7% |
$305 - $355
|
56
$7.4K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.82% |
$152 - $177
|
123
$16.3K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.33% |
$152 - $177
|
305
$40.3K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$152 - $177
|
4
$529
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$152 - $177
|
2
$264
|