Latest Institutional Transactions on Paylocity Holding Corp (PCTY)
This table provides information on the latest institutional transactions involving Paylocity Holding Corp (PCTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
4.5KNew |
$770K - $1.23M
|
4.5K
$828K
|
|
|
Nov 01, 2022
Q3 2022
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
4.83K+ 42.5% |
$826K - $1.31M
|
16.2K
$2.98M
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
5New |
$855 - $1.36K
|
5
$920
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
34New |
$5.82K - $9.26K
|
34
$6.26K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4New |
$684 - $1.09K
|
4
$736
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5New |
$855 - $1.36K
|
5
$920
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
7New |
$1.2K - $1.91K
|
7
$1.29K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.84KNew |
$315K - $502K
|
1.84K
$339K
|
|
|
Oct 21, 2022
Q3 2022
|
Foundry Partners, LLC
|
BUY
|
- |
1.37KNew |
$235K - $374K
|
1.37K
$252K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
2KNew |
$342K - $544K
|
2K
$368K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2- 0.17% |
$342 - $544
|
1.15K
$212K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-13- 7.98% |
$2.22K - $3.54K
|
150
$27.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
834New |
$143K - $227K
|
834
$153K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6New |
$1.03K - $1.63K
|
6
$1.1K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-8Closed |
$1.23K - $1.73K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-123Closed |
$19K - $26.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9New |
$1.39K - $1.95K
|
9
$1.66K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6Closed |
$926 - $1.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-3.06KClosed |
$472K - $662K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-46Closed |
$7.1K - $9.96K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-2.4KClosed |
$370K - $520K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-22.3KClosed |
$3.44M - $4.83M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-22Closed |
$3.39K - $4.76K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-35- 70.0% |
$5.4K - $7.58K
|
15
$2.76K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.93KClosed |
$297K - $417K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-443Closed |
$68.4K - $95.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-13Closed |
$2.01K - $2.81K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7+ 46.67% |
$1.08K - $1.52K
|
22
$4.05K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8New |
$1.23K - $1.73K
|
8
$1.47K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
212New |
$32.7K - $45.9K
|
212
$39K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-2.69KClosed |
$415K - $582K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
15+ 2.99% |
$2.31K - $3.25K
|
516
$94.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
14New |
$2.16K - $3.03K
|
14
$2.58K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-92Closed |
$14.2K - $19.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
20New |
$3.09K - $4.33K
|
20
$3.68K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
5New |
$772 - $1.08K
|
5
$920
|
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-3.69KClosed |
$570K - $800K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-9.34KClosed |
$1.44M - $2.02M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9Closed |
$1.39K - $1.95K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.07KClosed |
$166K - $232K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-44Closed |
$6.79K - $9.52K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-991Closed |
$153K - $215K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
2.69KNew |
$414K - $581K
|
2.69K
$494K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5New |
$772 - $1.08K
|
5
$920
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7New |
$1.08K - $1.52K
|
7
$1.29K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.02K- 98.94% |
$158K - $221K
|
11
$2.02K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.61KClosed |
$658K - $837K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-150KClosed |
$27.3M - $34.8M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-7.37KClosed |
$1.34M - $1.71M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-861Closed |
$157K - $200K
|
0
$0
|
|