Purchases and Sales Made in Q3 2022 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
9+ 81.82% |
$1.54K - $2.45K
|
20
$4.24K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8New |
$1.37K - $2.18K
|
8
$1.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 800.0% |
$1.37K - $2.18K
|
9
$1.91K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 43.75% |
$1.2K - $1.91K
|
23
$4.87K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7+ 8.14% |
$1.2K - $1.91K
|
93
$19.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
7New |
$1.2K - $1.91K
|
7
$1.48K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.03K - $1.63K
|
6
$1.27K
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6+ 0.26% |
$1.03K - $1.63K
|
2.36K
$500K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6New |
$1.03K - $1.63K
|
6
$1.27K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5New |
$855 - $1.36K
|
5
$1.06K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
5New |
$855 - $1.36K
|
5
$1.06K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4New |
$684 - $1.09K
|
4
$848
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 150.0% |
$513 - $817
|
5
$1.06K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 2.94% |
$513 - $817
|
105
$22.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$342 - $544
|
2
$424
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 3.85% |
$171 - $272
|
27
$5.72K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$171 - $272
|
1
$212
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 16.67% |
$171 - $272
|
5
$1.06K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2- 0.17% |
$342 - $544
|
1.15K
$244K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.05% |
$342 - $544
|
4.31K
$914K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 9.09% |
$513 - $817
|
30
$6.36K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-5- 2.73% |
$855 - $1.36K
|
178
$37.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10- 4.55% |
$1.71K - $2.72K
|
210
$44.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-10- 38.46% |
$1.71K - $2.72K
|
16
$3.39K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13- 7.98% |
$2.22K - $3.54K
|
150
$31.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-13- 7.98% |
$2.22K - $3.54K
|
150
$31.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14- 60.87% |
$2.4K - $3.81K
|
9
$1.91K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-24- 0.29% |
$4.11K - $6.53K
|
8.21K
$1.74M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25Closed |
$4.28K - $6.81K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-25- 1.12% |
$4.28K - $6.81K
|
2.2K
$466K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 6.83% |
$4.79K - $7.62K
|
382
$80.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-34- 2.57% |
$5.82K - $9.26K
|
1.29K
$273K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-35- 1.87% |
$5.99K - $9.53K
|
1.84K
$389K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-46- 3.09% |
$7.87K - $12.5K
|
1.44K
$306K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-60- 13.19% |
$10.3K - $16.3K
|
395
$83.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-64- 1.77% |
$10.9K - $17.4K
|
3.56K
$753K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-73- 0.69% |
$12.5K - $19.9K
|
10.5K
$2.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-77- 22.65% |
$13.2K - $21K
|
263
$55.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-97- 0.15% |
$16.6K - $26.4K
|
62.8K
$13.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-100- 4.44% |
$17.1K - $27.2K
|
2.15K
$456K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-100- 4.8% |
$17.1K - $27.2K
|
1.99K
$421K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-104- 18.28% |
$17.8K - $28.3K
|
465
$98.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-104- 2.08% |
$17.8K - $28.3K
|
4.89K
$1.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-107- 3.77% |
$18.3K - $29.1K
|
2.73K
$579K
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-126- 0.38% |
$21.6K - $34.3K
|
33.4K
$7.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-126- 0.38% |
$21.6K - $34.3K
|
33.4K
$7.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-130- 0.82% |
$22.2K - $35.4K
|
15.8K
$3.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-161- 65.71% |
$27.5K - $43.8K
|
84
$17.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-162- 4.36% |
$27.7K - $44.1K
|
3.55K
$752K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-167- 60.29% |
$28.6K - $45.5K
|
110
$23.3K
|