Purchases and Sales Made in Q3 2025 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
16New |
$2.55K - $3.05K
|
16
$2.26K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5New |
$796 - $952
|
5
$706
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 8.57% |
$478 - $571
|
38
$5.37K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3+ 13.04% |
$478 - $571
|
26
$3.67K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$478 - $571
|
3
$424
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.65% |
$319 - $381
|
312
$44.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 14.29% |
$159 - $190
|
8
$1.13K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 33.33% |
$159 - $190
|
2
$283
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-2- 0.07% |
$319 - $381
|
2.72K
$385K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.15% |
$319 - $381
|
1.34K
$189K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 15.38% |
$319 - $381
|
11
$1.55K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3- 2.91% |
$478 - $571
|
100
$14.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 6.82% |
$478 - $571
|
41
$5.79K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-10- 31.25% |
$1.59K - $1.9K
|
22
$3.11K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10- 1.85% |
$1.59K - $1.9K
|
532
$75.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 40.74% |
$1.75K - $2.09K
|
16
$2.26K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-15- 65.22% |
$2.39K - $2.86K
|
8
$1.13K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-31- 2.01% |
$4.94K - $5.9K
|
1.51K
$214K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 67.8% |
$6.37K - $7.61K
|
19
$2.68K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-64- 1.49% |
$10.2K - $12.2K
|
4.24K
$599K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-84- 20.84% |
$13.4K - $16K
|
319
$45.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-100- 0.73% |
$15.9K - $19K
|
13.6K
$1.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-163- 20.84% |
$26K - $31K
|
619
$87.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168- 5.86% |
$26.8K - $32K
|
2.7K
$381K
|
|
|
Oct 14, 2025
Q3 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-175- 0.62% |
$27.9K - $33.3K
|
28.2K
$3.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-253- 33.07% |
$40.3K - $48.2K
|
512
$72.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-366- 6.19% |
$58.3K - $69.7K
|
5.55K
$784K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-603- 4.1% |
$96K - $115K
|
14.1K
$1.99M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-959- 34.89% |
$153K - $183K
|
1.79K
$253K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.09K- 1.02% |
$173K - $207K
|
105K
$14.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.29K- 40.19% |
$364K - $435K
|
3.4K
$480K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.5K- 11.2% |
$557K - $666K
|
27.7K
$3.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.43K- 41.4% |
$705K - $843K
|
6.27K
$885K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-6.09K- 17.09% |
$970K - $1.16M
|
29.5K
$4.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-6.75K- 86.38% |
$1.08M - $1.29M
|
1.07K
$150K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-11.4K- 60.48% |
$1.82M - $2.17M
|
7.46K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-12.4K- 11.31% |
$1.97M - $2.36M
|
97.1K
$13.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 35.52% |
$2.01M - $2.4M
|
22.9K
$3.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-46.2K- 7.43% |
$7.36M - $8.79M
|
576K
$81.3M
|