Purchases and Sales Made in Q2 2025 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$345 - $402
|
2
$283
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.35% |
$345 - $402
|
150
$21.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 200.0% |
$345 - $402
|
3
$424
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$345 - $402
|
2
$283
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$345 - $402
|
2
$283
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.32% |
$173 - $201
|
317
$44.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1New |
$173 - $201
|
1
$141
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1New |
$173 - $201
|
1
$141
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$173 - $201
|
1
$141
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1- 0.72% |
$173 - $201
|
138
$19.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1- 2.17% |
$173 - $201
|
45
$6.36K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1- 3.23% |
$173 - $201
|
30
$4.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2- 0.82% |
$345 - $402
|
242
$34.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 50.0% |
$345 - $402
|
2
$283
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3- 0.55% |
$518 - $603
|
542
$76.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
SELL
|
- |
-3- 0.08% |
$518 - $603
|
3.77K
$533K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 2.56% |
$690 - $804
|
152
$21.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-4Closed |
$690 - $804
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 3.05% |
$863 - $1.01K
|
159
$22.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6- 18.18% |
$1.04K - $1.21K
|
27
$3.81K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-7- 58.33% |
$1.21K - $1.41K
|
5
$706
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 38.1% |
$1.38K - $1.61K
|
13
$1.84K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.67% |
$1.55K - $1.81K
|
1.34K
$190K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 2.33% |
$2.24K - $2.61K
|
546
$77.1K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-13- 1.5% |
$2.24K - $2.61K
|
856
$121K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-14- 11.11% |
$2.42K - $2.81K
|
112
$15.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-16- 13.01% |
$2.76K - $3.22K
|
107
$15.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 76.19% |
$2.76K - $3.22K
|
5
$706
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 18.89% |
$2.93K - $3.42K
|
73
$10.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-19- 6.81% |
$3.28K - $3.82K
|
260
$36.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-22- 48.89% |
$3.8K - $4.42K
|
23
$3.25K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-22- 95.65% |
$3.8K - $4.42K
|
1
$141
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-23- 34.33% |
$3.97K - $4.62K
|
44
$6.22K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-27- 20.77% |
$4.66K - $5.43K
|
103
$14.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-33- 78.57% |
$5.69K - $6.63K
|
9
$1.27K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-35- 18.72% |
$6.04K - $7.04K
|
152
$21.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-36- 2.28% |
$6.21K - $7.24K
|
1.55K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-37- 1.94% |
$6.38K - $7.44K
|
1.87K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-45- 9.64% |
$7.76K - $9.05K
|
422
$59.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-45- 0.93% |
$7.76K - $9.05K
|
4.77K
$674K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-45- 1.58% |
$7.76K - $9.05K
|
2.8K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50- 3.84% |
$8.63K - $10.1K
|
1.25K
$177K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-60- 4.52% |
$10.4K - $12.1K
|
1.27K
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60- 5.75% |
$10.4K - $12.1K
|
984
$139K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 1.55% |
$12.1K - $14.1K
|
4.46K
$629K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-72- 85.71% |
$12.4K - $14.5K
|
12
$1.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-74- 0.76% |
$12.8K - $14.9K
|
9.62K
$1.36M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-78- 0.69% |
$13.5K - $15.7K
|
11.3K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-86- 61.43% |
$14.8K - $17.3K
|
54
$7.63K
|