Purchases and Sales Made in Q1 2025 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q1 2025. 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 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
107KNew |
$19.7M - $23.4M
|
107K
$20.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
102K+ 26488.54% |
$18.6M - $22.2M
|
102K
$19.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4.92K+ 266.9% |
$901K - $1.07M
|
6.76K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.37K+ 168400.0% |
$617K - $734K
|
3.37K
$632K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.06KNew |
$378K - $449K
|
2.06K
$387K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01K+ 7.49% |
$368K - $438K
|
28.8K
$5.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 17.62% |
$366K - $436K
|
13.4K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.92KNew |
$351K - $418K
|
1.92K
$359K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.66K+ 415.54% |
$304K - $361K
|
2.06K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.37KNew |
$251K - $299K
|
1.37K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.37KNew |
$250K - $298K
|
1.37K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.3K+ 11.71% |
$238K - $283K
|
12.4K
$2.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.15KNew |
$211K - $251K
|
1.15K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
579+ 12.5% |
$106K - $126K
|
5.21K
$977K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
383+ 6.48% |
$70.2K - $83.4K
|
6.29K
$1.18M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
259+ 22.84% |
$47.5K - $56.4K
|
1.39K
$261K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
255+ 6.63% |
$46.7K - $55.6K
|
4.1K
$768K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
220+ 89.07% |
$40.3K - $47.9K
|
467
$87.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
155New |
$28.4K - $33.8K
|
155
$29K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
106+ 1.4% |
$19.4K - $23.1K
|
7.66K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
34+ 425.0% |
$6.23K - $7.41K
|
42
$7.87K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
29+ 1450.0% |
$5.31K - $6.32K
|
31
$5.81K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 42.86% |
$4.95K - $5.88K
|
90
$16.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23+ 52.27% |
$4.21K - $5.01K
|
67
$12.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$3.66K - $4.36K
|
20
$3.75K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
19+ 0.77% |
$3.48K - $4.14K
|
2.48K
$465K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 77.78% |
$2.56K - $3.05K
|
32
$6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 400.0% |
$733 - $871
|
5
$937
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.3% |
$733 - $871
|
1.35K
$253K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$550 - $654
|
3
$562
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
2New |
$366 - $436
|
2
$375
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$183 - $218
|
4
$750
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 34.75% |
$7.51K - $8.93K
|
77
$14.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-77- 5.48% |
$14.1K - $16.8K
|
1.33K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-305- 1.98% |
$55.9K - $66.4K
|
15.1K
$2.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-827- 0.67% |
$152K - $180K
|
123K
$23M
|
|
|
Apr 02, 2025
Q1 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-1.39K- 4.44% |
$255K - $303K
|
30K
$5.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.98K- 25.31% |
$363K - $432K
|
5.85K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.01K- 29.18% |
$367K - $437K
|
4.87K
$912K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.45K- 25.84% |
$449K - $534K
|
7.03K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-9.2K- 68.28% |
$1.68M - $2M
|
4.27K
$801K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-102K- 99.47% |
$18.6M - $22.1M
|
545
$102K
|