Purchases and Sales Made in Q4 2022 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
148+ 1.37% |
$27.9K - $39.2K
|
11K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
142+ 1.35% |
$26.8K - $37.6K
|
10.7K
$2.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
141+ 10.82% |
$26.6K - $37.4K
|
1.44K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
128+ 1.64% |
$24.1K - $33.9K
|
7.94K
$1.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
126+ 13.02% |
$23.8K - $33.4K
|
1.09K
$215K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
126+ 3.93% |
$23.8K - $33.4K
|
3.33K
$655K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
123New |
$23.2K - $32.6K
|
123
$24.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 2.66% |
$18.9K - $26.5K
|
3.86K
$759K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100New |
$18.9K - $26.5K
|
100
$19.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
100New |
$18.9K - $26.5K
|
100
$19.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.92% |
$18.9K - $26.5K
|
11K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
100+ 0.51% |
$18.9K - $26.5K
|
19.9K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
96+ 9.73% |
$18.1K - $25.4K
|
1.08K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
74New |
$13.9K - $19.6K
|
74
$14.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
70+ 3.81% |
$13.2K - $18.5K
|
1.91K
$375K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
54New |
$10.2K - $14.3K
|
54
$10.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54+ 0.65% |
$10.2K - $14.3K
|
8.35K
$1.64M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51+ 60.71% |
$9.61K - $13.5K
|
135
$26.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
45+ 1.0% |
$8.48K - $11.9K
|
4.56K
$897K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
34+ 1.97% |
$6.41K - $9.01K
|
1.76K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31New |
$5.84K - $8.21K
|
31
$6.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
31New |
$5.84K - $8.21K
|
31
$6.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
29New |
$5.47K - $7.68K
|
29
$5.71K
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
27+ 7.71% |
$5.09K - $7.15K
|
377
$74.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25New |
$4.71K - $6.62K
|
25
$4.92K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24+ 0.91% |
$4.52K - $6.36K
|
2.66K
$523K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23New |
$4.34K - $6.09K
|
23
$4.53K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
19+ 0.7% |
$3.58K - $5.03K
|
2.75K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
18New |
$3.39K - $4.77K
|
18
$3.54K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 200.0% |
$3.02K - $4.24K
|
24
$4.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
15+ 0.65% |
$2.83K - $3.97K
|
2.32K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14New |
$2.64K - $3.71K
|
14
$2.75K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
11+ 7.86% |
$2.07K - $2.91K
|
151
$29.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11+ 0.92% |
$2.07K - $2.91K
|
1.21K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10New |
$1.89K - $2.65K
|
10
$1.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10New |
$1.89K - $2.65K
|
10
$1.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$1.89K - $2.65K
|
10
$1.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 0.9% |
$1.7K - $2.38K
|
1K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9New |
$1.7K - $2.38K
|
9
$1.77K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
8New |
$1.51K - $2.12K
|
8
$1.57K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 20.0% |
$1.13K - $1.59K
|
36
$7.08K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$943 - $1.32K
|
5
$984
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$943 - $1.32K
|
5
$984
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4New |
$754 - $1.06K
|
4
$787
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3+ 8.57% |
$566 - $795
|
38
$7.48K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 200.0% |
$377 - $530
|
3
$590
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1New |
$189 - $265
|
1
$197
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 5.0% |
$189 - $265
|
21
$4.13K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$189 - $265
|
1
$197
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 0.2% |
$189 - $265
|
498
$98K
|