Latest Institutional Purchases of Paylocity Holding Corp (PCTY)
This list provides information on the latest institutional transactions involving Paylocity Holding Corp (PCTY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
840New |
$144K - $229K
|
840
$161K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
834New |
$143K - $227K
|
834
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
349New |
$59.7K - $95K
|
349
$66.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
70New |
$12K - $19.1K
|
70
$13.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
34New |
$5.82K - $9.26K
|
34
$6.51K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$3.42K - $5.44K
|
20
$3.83K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15New |
$2.57K - $4.08K
|
15
$2.87K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 43.75% |
$1.2K - $1.91K
|
23
$4.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
7New |
$1.2K - $1.91K
|
7
$1.34K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6New |
$1.03K - $1.63K
|
6
$1.15K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
5New |
$855 - $1.36K
|
5
$957
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5New |
$855 - $1.36K
|
5
$957
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4New |
$684 - $1.09K
|
4
$766
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
2.69KNew |
$414K - $581K
|
2.69K
$514K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
212New |
$32.7K - $45.9K
|
212
$40.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
20New |
$3.09K - $4.33K
|
20
$3.83K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
15+ 2.99% |
$2.31K - $3.25K
|
516
$98.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
14New |
$2.16K - $3.03K
|
14
$2.68K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9New |
$1.39K - $1.95K
|
9
$1.72K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8New |
$1.23K - $1.73K
|
8
$1.53K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7+ 46.67% |
$1.08K - $1.52K
|
22
$4.21K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7New |
$1.08K - $1.52K
|
7
$1.34K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
5New |
$772 - $1.08K
|
5
$957
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5New |
$772 - $1.08K
|
5
$957
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
255New |
$46.5K - $59.1K
|
255
$48.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
75New |
$13.7K - $17.4K
|
75
$14.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
11New |
$2.01K - $2.55K
|
11
$2.11K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
3.6K+ 120.0% |
$782K - $1.1M
|
6.6K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
14New |
$3.04K - $4.28K
|
14
$2.68K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 13.64% |
$651 - $917
|
25
$4.79K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
100KNew |
$18.8M - $29.8M
|
100K
$19.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
294New |
$55.4K - $87.5K
|
294
$56.3K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
40+ 266.67% |
$7.54K - $11.9K
|
55
$10.5K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$1.1K - $1.4K
|
7
$1.34K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5New |
$835 - $1.07K
|
5
$957
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
25KNew |
$4.06M - $5.37M
|
25K
$4.79M
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
10.8K+ 337.5% |
$847K - $1.62M
|
14K
$2.68M
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
143+ 1787.5% |
$11.2K - $21.4K
|
151
$28.9K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
9.13KNew |
$528K - $777K
|
9.13K
$1.75M
|
|
|
Nov 14, 2018
Q3 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
1.2K+ 19.84% |
$69.7K - $102K
|
7.27K
$1.39M
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
89New |
$3.86K - $4.37K
|
89
$17K
|
|