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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$189 - $265
|
1
$197
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1- 1.14% |
$189 - $265
|
87
$17.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 11.11% |
$189 - $265
|
8
$1.57K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 40.0% |
$377 - $530
|
3
$590
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 33.33% |
$377 - $530
|
4
$787
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-3- 0.19% |
$566 - $795
|
1.59K
$313K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4- 0.02% |
$754 - $1.06K
|
21.8K
$4.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 25.0% |
$943 - $1.32K
|
15
$2.95K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 38.46% |
$943 - $1.32K
|
8
$1.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-5- 0.25% |
$943 - $1.32K
|
2.02K
$398K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 8.22% |
$1.13K - $1.59K
|
67
$13.2K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 25.93% |
$1.32K - $1.85K
|
20
$3.94K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-10- 0.02% |
$1.89K - $2.65K
|
47.1K
$9.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-14- 0.49% |
$2.64K - $3.71K
|
2.84K
$559K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-20- 3.62% |
$3.77K - $5.3K
|
532
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-20- 3.85% |
$3.77K - $5.3K
|
500
$98.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-25- 1.14% |
$4.71K - $6.62K
|
2.18K
$428K
|
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-27- 0.32% |
$5.09K - $7.15K
|
8.43K
$1.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-31- 14.76% |
$5.84K - $8.21K
|
179
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-34- 0.37% |
$6.41K - $9.01K
|
9.07K
$1.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-35- 3.22% |
$6.6K - $9.27K
|
1.05K
$207K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 11.64% |
$7.35K - $10.3K
|
296
$58.2K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45- 0.84% |
$8.48K - $11.9K
|
5.32K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-51- 3.19% |
$9.61K - $13.5K
|
1.55K
$304K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-61- 1.72% |
$11.5K - $16.2K
|
3.5K
$688K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-64- 9.68% |
$12.1K - $17K
|
597
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-65- 0.43% |
$12.3K - $17.2K
|
14.9K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-69- 38.76% |
$13K - $18.3K
|
109
$21.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-76- 69.09% |
$14.3K - $20.1K
|
34
$6.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-80- 0.81% |
$15.1K - $21.2K
|
9.81K
$1.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 1.41% |
$18.9K - $26.5K
|
7K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-103- 5.38% |
$19.4K - $27.3K
|
1.81K
$357K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-105- 26.58% |
$19.8K - $27.8K
|
290
$57.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-108- 89.26% |
$20.4K - $28.6K
|
13
$2.56K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-109- 28.53% |
$20.5K - $28.9K
|
273
$53.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-110- 2.87% |
$20.7K - $29.1K
|
3.72K
$732K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-116- 16.11% |
$21.9K - $30.7K
|
604
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-121- 10.45% |
$22.8K - $32.1K
|
1.04K
$204K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-138- 52.47% |
$26K - $36.6K
|
125
$24.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-142- 6.07% |
$26.8K - $37.6K
|
2.2K
$433K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-144- 32.0% |
$27.1K - $38.2K
|
306
$60.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-161- 2.91% |
$30.3K - $42.7K
|
5.37K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-174- 6.71% |
$32.8K - $46.1K
|
2.42K
$476K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-194- 0.43% |
$36.6K - $51.4K
|
45.1K
$8.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-212- 7.73% |
$40K - $56.2K
|
2.53K
$498K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-214- 25.54% |
$40.3K - $56.7K
|
624
$123K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-214- 85.26% |
$40.3K - $56.7K
|
37
$7.28K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-219- 4.73% |
$41.3K - $58K
|
4.41K
$868K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-226- 15.67% |
$42.6K - $59.9K
|
1.22K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-229- 10.14% |
$43.2K - $60.7K
|
2.03K
$399K
|