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 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$132 - $165
|
1
$141
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
$132 - $165
|
1
$141
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$132 - $165
|
1
$141
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 50.0% |
$132 - $165
|
1
$141
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 7.69% |
$132 - $165
|
12
$1.69K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.68% |
$264 - $331
|
291
$41.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2- 9.52% |
$264 - $331
|
19
$2.68K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 50.0% |
$264 - $331
|
2
$282
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 33.33% |
$264 - $331
|
4
$564
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2- 0.05% |
$264 - $331
|
3.91K
$552K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 1.36% |
$264 - $331
|
145
$20.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.04% |
$396 - $496
|
6.9K
$974K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 8.51% |
$528 - $662
|
43
$6.07K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 2.04% |
$792 - $992
|
288
$40.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.57% |
$1.06K - $1.32K
|
1.4K
$197K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-10- 2.4% |
$1.32K - $1.65K
|
406
$57.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-14- 12.61% |
$1.85K - $2.32K
|
97
$13.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 43.75% |
$1.85K - $2.32K
|
18
$2.54K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-15- 0.74% |
$1.98K - $2.48K
|
2K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-21- 63.64% |
$2.77K - $3.47K
|
12
$1.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-26- 1.56% |
$3.43K - $4.3K
|
1.64K
$232K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-31- 64.58% |
$4.09K - $5.13K
|
17
$2.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-48- 1.01% |
$6.34K - $7.94K
|
4.72K
$666K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 1.57% |
$6.47K - $8.11K
|
3.08K
$434K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-50- 25.25% |
$6.6K - $8.27K
|
148
$20.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-51- 0.09% |
$6.73K - $8.44K
|
58K
$8.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-56- 3.19% |
$7.39K - $9.26K
|
1.7K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-62- 3.51% |
$8.18K - $10.3K
|
1.71K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-66- 17.05% |
$8.71K - $10.9K
|
321
$45.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-69- 3.76% |
$9.11K - $11.4K
|
1.77K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-69- 0.76% |
$9.11K - $11.4K
|
8.99K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-70- 2.93% |
$9.24K - $11.6K
|
2.32K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-77- 0.8% |
$10.2K - $12.7K
|
9.55K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-83- 0.86% |
$11K - $13.7K
|
9.62K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-87- 21.59% |
$11.5K - $14.4K
|
316
$44.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-91- 0.36% |
$12K - $15.1K
|
25.5K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 2.89% |
$13.2K - $16.5K
|
3.36K
$473K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-100- 20.04% |
$13.2K - $16.5K
|
399
$56.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-102- 38.06% |
$13.5K - $16.9K
|
166
$23.4K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-105- 6.81% |
$13.9K - $17.4K
|
1.44K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-106- 6.31% |
$14K - $17.5K
|
1.58K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-107- 10.48% |
$14.1K - $17.7K
|
914
$129K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-114- 87.02% |
$15K - $18.9K
|
17
$2.4K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-135- 60.0% |
$17.8K - $22.3K
|
90
$12.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-140- 6.01% |
$18.5K - $23.2K
|
2.19K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-142- 99.3% |
$18.7K - $23.5K
|
1
$141
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-172- 3.6% |
$22.7K - $28.5K
|
4.61K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-176- 8.18% |
$23.2K - $29.1K
|
1.98K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-188- 10.91% |
$24.8K - $31.1K
|
1.54K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-190- 7.55% |
$25.1K - $31.4K
|
2.33K
$328K
|