Purchases and Sales Made in Q3 2024 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
159New |
$21K - $26.3K
|
159
$34.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
155+ 10.18% |
$20.5K - $25.6K
|
1.68K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
133+ 0.57% |
$17.6K - $22K
|
23.4K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
107+ 0.52% |
$14.1K - $17.7K
|
20.6K
$4.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
93+ 1328.57% |
$12.3K - $15.4K
|
100
$21.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
83+ 6.43% |
$11K - $13.7K
|
1.37K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
82+ 3.73% |
$10.8K - $13.6K
|
2.28K
$495K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80+ 186.05% |
$10.6K - $13.2K
|
123
$26.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
80+ 0.42% |
$10.6K - $13.2K
|
19.2K
$4.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64+ 4.18% |
$8.45K - $10.6K
|
1.59K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
58+ 3.64% |
$7.66K - $9.59K
|
1.65K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
57+ 3.19% |
$7.52K - $9.43K
|
1.84K
$400K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
46+ 1533.33% |
$6.07K - $7.61K
|
49
$10.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
45+ 56.25% |
$5.94K - $7.44K
|
125
$27.1K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
40+ 2.77% |
$5.28K - $6.62K
|
1.48K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35+ 14.46% |
$4.62K - $5.79K
|
277
$60.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
34New |
$4.49K - $5.62K
|
34
$7.38K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 14.53% |
$4.49K - $5.62K
|
268
$58.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33+ 253.85% |
$4.36K - $5.46K
|
46
$9.98K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
32+ 200.0% |
$4.22K - $5.29K
|
48
$10.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 93.1% |
$3.56K - $4.47K
|
56
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
26+ 0.14% |
$3.43K - $4.3K
|
19K
$4.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
23New |
$3.04K - $3.8K
|
23
$4.99K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
23+ 0.2% |
$3.04K - $3.8K
|
11.7K
$2.53M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
23New |
$3.04K - $3.8K
|
23
$4.99K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
21New |
$2.77K - $3.47K
|
21
$4.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
19New |
$2.51K - $3.14K
|
19
$4.12K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 135.71% |
$2.51K - $3.14K
|
33
$7.16K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$2.38K - $2.98K
|
18
$3.91K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18New |
$2.38K - $2.98K
|
18
$3.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
18New |
$2.38K - $2.98K
|
18
$3.91K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
17+ 3.05% |
$2.24K - $2.81K
|
574
$125K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 4.66% |
$2.24K - $2.81K
|
382
$82.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 36.96% |
$2.24K - $2.81K
|
63
$13.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
10New |
$1.32K - $1.65K
|
10
$2.17K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7New |
$924 - $1.16K
|
7
$1.52K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.22% |
$792 - $992
|
2.77K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 2.28% |
$660 - $827
|
224
$48.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
5+ 0.03% |
$660 - $827
|
14.7K
$3.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.05% |
$528 - $662
|
8.82K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 150.0% |
$396 - $496
|
5
$1.08K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$264 - $331
|
2
$434
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$132 - $165
|
1
$217
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$132 - $165
|
1
$217
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
$132 - $165
|
1
$217
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$132 - $165
|
1
$217
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 7.69% |
$132 - $165
|
12
$2.6K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 50.0% |
$132 - $165
|
1
$217
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.68% |
$264 - $331
|
291
$63.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2- 0.05% |
$264 - $331
|
3.91K
$849K
|