Purchases and Sales Made in Q4 2023 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q4 2023. 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 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50+ 0.03% |
$7.09K - $10.3K
|
164K
$31.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
42+ 600.0% |
$5.96K - $8.61K
|
49
$9.35K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
35+ 184.21% |
$4.97K - $7.18K
|
54
$10.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
32+ 2.21% |
$4.54K - $6.56K
|
1.48K
$282K
|
|
|
May 15, 2025
Q4 2023
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
32New |
$4.54K - $6.56K
|
32
$6.11K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
28+ 66.67% |
$3.97K - $5.74K
|
70
$13.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24+ 6.56% |
$3.41K - $4.92K
|
390
$74.5K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21+ 6.38% |
$2.98K - $4.31K
|
350
$66.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18New |
$2.55K - $3.69K
|
18
$3.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17New |
$2.41K - $3.49K
|
17
$3.25K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
15+ 136.36% |
$2.13K - $3.08K
|
26
$4.96K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 93.75% |
$2.13K - $3.08K
|
31
$5.92K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
14+ 0.29% |
$1.99K - $2.87K
|
4.82K
$921K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$1.84K - $2.67K
|
13
$2.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$1.56K - $2.26K
|
11
$2.1K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
11New |
$1.56K - $2.26K
|
11
$2.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
10+ 6.13% |
$1.42K - $2.05K
|
173
$33K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
7New |
$993 - $1.44K
|
7
$1.34K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
7New |
$993 - $1.44K
|
7
$1.34K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7New |
$993 - $1.44K
|
7
$1.34K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$709 - $1.03K
|
5
$955
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
5+ 0.47% |
$709 - $1.03K
|
1.07K
$205K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5New |
$709 - $1.03K
|
5
$955
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4+ 1.72% |
$568 - $820
|
237
$45.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3+ 21.43% |
$426 - $615
|
17
$3.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
3+ 0.12% |
$426 - $615
|
2.47K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.56% |
$142 - $205
|
65
$12.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.39% |
$142 - $205
|
258
$49.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 25.0% |
$142 - $205
|
3
$573
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 50.0% |
$142 - $205
|
1
$191
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 14.29% |
$284 - $410
|
12
$2.29K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 15.0% |
$426 - $615
|
17
$3.25K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.98% |
$426 - $615
|
304
$58K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5- 0.1% |
$709 - $1.03K
|
5.26K
$1M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-6- 6.67% |
$851 - $1.23K
|
84
$16K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 35.29% |
$851 - $1.23K
|
11
$2.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-7- 0.09% |
$993 - $1.44K
|
7.57K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-14- 1.03% |
$1.99K - $2.87K
|
1.34K
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-17- 0.08% |
$2.41K - $3.49K
|
20.3K
$3.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 6.64% |
$2.41K - $3.49K
|
239
$45.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-18- 1.83% |
$2.55K - $3.69K
|
966
$184K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-30- 47.62% |
$4.26K - $6.15K
|
33
$6.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-36- 62.07% |
$5.11K - $7.38K
|
22
$4.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-36- 0.87% |
$5.11K - $7.38K
|
4.11K
$785K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-43- 10.44% |
$6.1K - $8.82K
|
369
$70.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-44- 95.65% |
$6.24K - $9.02K
|
2
$382
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-45- 2.36% |
$6.39K - $9.23K
|
1.87K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 51.72% |
$6.39K - $9.23K
|
42
$8.02K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-45- 39.13% |
$6.39K - $9.23K
|
70
$13.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-67- 3.56% |
$9.51K - $13.7K
|
1.81K
$346K
|