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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$132 - $173
|
13
$1.83K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1New |
$132 - $173
|
1
$141
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$132 - $173
|
1
$141
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$132 - $173
|
6
$847
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-1- 16.67% |
$132 - $173
|
5
$706
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 3.03% |
$132 - $173
|
32
$4.52K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 9.09% |
$132 - $173
|
10
$1.41K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 13.33% |
$264 - $346
|
13
$1.83K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 3.61% |
$396 - $519
|
80
$11.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3- 8.33% |
$396 - $519
|
33
$4.66K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 17.14% |
$791 - $1.04K
|
29
$4.09K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7- 14.29% |
$923 - $1.21K
|
42
$5.93K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-7- 0.12% |
$923 - $1.21K
|
6.01K
$849K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8- 0.36% |
$1.05K - $1.38K
|
2.2K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-9- 6.72% |
$1.19K - $1.56K
|
125
$17.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-11- 2.58% |
$1.45K - $1.9K
|
416
$58.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 68.18% |
$1.98K - $2.59K
|
7
$988
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18- 28.13% |
$2.37K - $3.11K
|
46
$6.49K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20- 7.46% |
$2.64K - $3.46K
|
248
$35K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21- 60.0% |
$2.77K - $3.63K
|
14
$1.98K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-24- 1.17% |
$3.16K - $4.15K
|
2.04K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-25- 5.84% |
$3.3K - $4.32K
|
403
$56.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 60.0% |
$3.56K - $4.67K
|
18
$2.54K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-27- 0.16% |
$3.56K - $4.67K
|
17K
$2.4M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33- 10.09% |
$4.35K - $5.71K
|
294
$41.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-39- 44.83% |
$5.14K - $6.75K
|
48
$6.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-68- 2.93% |
$8.97K - $11.8K
|
2.25K
$317K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-69- 22.77% |
$9.1K - $11.9K
|
234
$33K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-71- 0.14% |
$9.36K - $12.3K
|
49.8K
$7.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-78- 7.26% |
$10.3K - $13.5K
|
996
$141K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-78- 4.47% |
$10.3K - $13.5K
|
1.67K
$235K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-81- 26.47% |
$10.7K - $14K
|
225
$31.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-98- 5.25% |
$12.9K - $17K
|
1.77K
$249K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.81% |
$13.2K - $17.3K
|
3.46K
$488K
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-110- 1.49% |
$14.5K - $19K
|
7.26K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-114- 91.94% |
$15K - $19.7K
|
10
$1.41K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-131- 2.07% |
$17.3K - $22.7K
|
6.21K
$877K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-165- 13.91% |
$21.8K - $28.5K
|
1.02K
$144K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-166- 3.2% |
$21.9K - $28.7K
|
5.02K
$708K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-185- 3.73% |
$24.4K - $32K
|
4.78K
$674K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-185- 6.24% |
$24.4K - $32K
|
2.78K
$392K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 1.87% |
$26.4K - $34.6K
|
10.5K
$1.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.6% |
$26.4K - $34.6K
|
12.3K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-240- 9.12% |
$31.6K - $41.5K
|
2.39K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-250- 9.16% |
$33K - $43.2K
|
2.48K
$350K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-252- 6.08% |
$33.2K - $43.6K
|
3.89K
$549K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-277- 3.14% |
$36.5K - $47.9K
|
8.54K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-290- 2.61% |
$38.2K - $50.2K
|
10.8K
$1.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-300- 7.13% |
$39.6K - $51.9K
|
3.91K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-309- 3.24% |
$40.7K - $53.4K
|
9.24K
$1.3M
|