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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
136+ 95.1% |
$24.9K - $29.6K
|
279
$39.3K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
134+ 11.35% |
$24.6K - $29.2K
|
1.32K
$185K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
129+ 11.01% |
$23.6K - $28.1K
|
1.3K
$183K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
128+ 29.7% |
$23.5K - $27.9K
|
559
$78.7K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
125+ 12500.0% |
$22.9K - $27.2K
|
126
$17.7K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
121+ 69.14% |
$22.2K - $26.4K
|
296
$41.7K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
111New |
$20.3K - $24.2K
|
111
$15.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
106+ 1.4% |
$19.4K - $23.1K
|
7.66K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 3.07% |
$18.3K - $21.8K
|
3.36K
$472K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.83% |
$18.3K - $21.8K
|
12.2K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
80+ 115.94% |
$14.7K - $17.4K
|
149
$21K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
68+ 1.48% |
$12.5K - $14.8K
|
4.67K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
63+ 80.77% |
$11.5K - $13.7K
|
141
$19.9K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
62+ 2.43% |
$11.4K - $13.5K
|
2.61K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
56+ 0.16% |
$10.3K - $12.2K
|
34.9K
$4.91M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
52+ 4.5% |
$9.53K - $11.3K
|
1.21K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
49New |
$8.98K - $10.7K
|
49
$6.9K
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
45+ 0.03% |
$8.24K - $9.8K
|
144K
$20.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
44+ 83.02% |
$8.06K - $9.59K
|
97
$13.7K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
42+ 1050.0% |
$7.69K - $9.15K
|
46
$6.48K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
40+ 2.29% |
$7.33K - $8.71K
|
1.79K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
40+ 0.45% |
$7.33K - $8.71K
|
9.02K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
35+ 13.16% |
$6.41K - $7.63K
|
301
$42.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
34+ 425.0% |
$6.23K - $7.41K
|
42
$5.91K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33New |
$6.05K - $7.19K
|
33
$4.65K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 56.6% |
$5.5K - $6.54K
|
83
$11.7K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 0.95% |
$5.5K - $6.54K
|
3.19K
$449K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
30New |
$5.5K - $6.54K
|
30
$4.22K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
29+ 1450.0% |
$5.31K - $6.32K
|
31
$4.37K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.3% |
$5.31K - $6.32K
|
9.69K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
27+ 0.3% |
$4.95K - $5.88K
|
8.92K
$1.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 42.86% |
$4.95K - $5.88K
|
90
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
26+ 17.93% |
$4.76K - $5.66K
|
171
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
24+ 10.13% |
$4.4K - $5.23K
|
261
$36.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23+ 52.27% |
$4.21K - $5.01K
|
67
$9.43K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23+ 7.85% |
$4.21K - $5.01K
|
316
$44.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$3.66K - $4.36K
|
20
$2.82K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20+ 22.22% |
$3.66K - $4.36K
|
110
$15.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
19+ 0.77% |
$3.48K - $4.14K
|
2.48K
$350K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
18+ 0.42% |
$3.3K - $3.92K
|
4.31K
$607K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
16+ 4.13% |
$2.93K - $3.49K
|
403
$56.7K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14+ 45.16% |
$2.56K - $3.05K
|
45
$6.34K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14+ 9.33% |
$2.56K - $3.05K
|
164
$23.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 1400.0% |
$2.56K - $3.05K
|
15
$2.11K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14+ 77.78% |
$2.56K - $3.05K
|
32
$4.51K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12New |
$2.2K - $2.61K
|
12
$1.69K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
12New |
$2.2K - $2.61K
|
12
$1.69K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 70.59% |
$2.2K - $2.61K
|
29
$4.08K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
11+ 0.82% |
$2.02K - $2.4K
|
1.36K
$192K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
11+ 0.71% |
$2.02K - $2.4K
|
1.57K
$221K
|