Purchases and Sales Made in Q2 2024 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
60+ 24.69% |
$7.91K - $10.4K
|
303
$65.7K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
58+ 4.18% |
$7.65K - $10K
|
1.44K
$313K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
54New |
$7.12K - $9.34K
|
54
$11.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
51+ 8.64% |
$6.72K - $8.82K
|
641
$139K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
48+ 10.3% |
$6.33K - $8.3K
|
514
$112K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47New |
$6.2K - $8.13K
|
47
$10.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47New |
$6.2K - $8.13K
|
47
$10.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
44+ 3.53% |
$5.8K - $7.61K
|
1.29K
$280K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
41+ 1.79% |
$5.41K - $7.09K
|
2.33K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
38+ 0.05% |
$5.01K - $6.57K
|
78K
$16.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
38New |
$5.01K - $6.57K
|
38
$8.24K
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
37+ 9.66% |
$4.88K - $6.4K
|
420
$91.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
36+ 0.38% |
$4.75K - $6.23K
|
9.63K
$2.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$4.48K - $5.88K
|
34
$7.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 10.21% |
$4.48K - $5.88K
|
367
$79.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
31+ 16.49% |
$4.09K - $5.36K
|
219
$47.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
31New |
$4.09K - $5.36K
|
31
$6.73K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
30+ 15.15% |
$3.96K - $5.19K
|
228
$49.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27New |
$3.56K - $4.67K
|
27
$5.86K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
23+ 0.24% |
$3.03K - $3.98K
|
9.7K
$2.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
21New |
$2.77K - $3.63K
|
21
$4.56K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
18+ 0.15% |
$2.37K - $3.11K
|
12.4K
$2.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
15+ 0.75% |
$1.98K - $2.59K
|
2.02K
$437K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$1.98K - $2.59K
|
15
$3.25K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 12.2% |
$1.98K - $2.59K
|
138
$29.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
14+ 0.83% |
$1.85K - $2.42K
|
1.71K
$370K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14New |
$1.85K - $2.42K
|
14
$3.04K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 4.64% |
$1.71K - $2.25K
|
293
$63.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13+ 5.68% |
$1.71K - $2.25K
|
242
$52.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12New |
$1.58K - $2.08K
|
12
$2.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 30.3% |
$1.32K - $1.73K
|
43
$9.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
9New |
$1.19K - $1.56K
|
9
$1.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8New |
$1.05K - $1.38K
|
8
$1.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7New |
$923 - $1.21K
|
7
$1.52K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.22% |
$791 - $1.04K
|
2.76K
$599K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 60.0% |
$791 - $1.04K
|
16
$3.47K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$659 - $865
|
5
$1.08K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4+ 0.31% |
$527 - $692
|
1.29K
$279K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3New |
$396 - $519
|
3
$651
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$132 - $173
|
6
$1.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$132 - $173
|
1
$217
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1New |
$132 - $173
|
1
$217
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$132 - $173
|
1
$217
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1+ 0.04% |
$132 - $173
|
2.84K
$616K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$132 - $173
|
13
$2.82K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 9.09% |
$132 - $173
|
10
$2.17K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 3.03% |
$132 - $173
|
32
$6.94K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-1- 16.67% |
$132 - $173
|
5
$1.08K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 13.33% |
$264 - $346
|
13
$2.82K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3- 8.33% |
$396 - $519
|
33
$7.16K
|