Purchases and Sales Made in Q3 2023 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
161+ 13.46% |
$28.5K - $36.5K
|
1.36K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
152+ 0.46% |
$26.9K - $34.5K
|
33.3K
$6.71M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
135New |
$23.9K - $30.6K
|
135
$27.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
135+ 4.14% |
$23.9K - $30.6K
|
3.4K
$684K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
131+ 18.58% |
$23.2K - $29.7K
|
836
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
121+ 0.63% |
$21.4K - $27.4K
|
19.2K
$3.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
115+ 3.96% |
$20.3K - $26.1K
|
3.02K
$608K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
113+ 3.96% |
$20K - $25.6K
|
2.97K
$597K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
111New |
$19.6K - $25.2K
|
111
$22.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
109+ 1.21% |
$19.3K - $24.7K
|
9.15K
$1.84M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.83% |
$17.7K - $22.7K
|
12.2K
$2.45M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.98% |
$17.7K - $22.7K
|
10.3K
$2.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
95+ 0.63% |
$16.8K - $21.6K
|
15.2K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
91+ 8.59% |
$16.1K - $20.6K
|
1.15K
$231K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
88+ 1.59% |
$15.6K - $20K
|
5.64K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
78+ 4.94% |
$13.8K - $17.7K
|
1.66K
$334K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
71+ 6.05% |
$12.6K - $16.1K
|
1.25K
$250K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
63+ 18.05% |
$11.1K - $14.3K
|
412
$82.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
58New |
$10.3K - $13.2K
|
58
$11.7K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
49New |
$8.67K - $11.1K
|
49
$9.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35+ 0.63% |
$6.19K - $7.94K
|
5.58K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
27+ 0.05% |
$4.78K - $6.12K
|
49.5K
$9.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
25New |
$4.42K - $5.67K
|
25
$5.03K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
24New |
$4.25K - $5.44K
|
24
$4.83K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 31.82% |
$3.71K - $4.76K
|
87
$17.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 31.82% |
$3.71K - $4.76K
|
87
$17.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
20+ 1.34% |
$3.54K - $4.54K
|
1.52K
$305K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 75.0% |
$3.18K - $4.08K
|
42
$8.45K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17+ 0.52% |
$3.01K - $3.86K
|
3.27K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17+ 56.67% |
$3.01K - $3.86K
|
47
$9.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
15+ 0.2% |
$2.65K - $3.4K
|
7.58K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
15New |
$2.65K - $3.4K
|
15
$3.02K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14New |
$2.48K - $3.18K
|
14
$2.82K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
10+ 0.28% |
$1.77K - $2.27K
|
3.58K
$719K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$1.77K - $2.27K
|
10
$2.01K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
8+ 0.43% |
$1.42K - $1.81K
|
1.88K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8New |
$1.42K - $1.81K
|
8
$1.61K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 133.33% |
$1.42K - $1.81K
|
14
$2.82K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8New |
$1.42K - $1.81K
|
8
$1.61K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7New |
$1.24K - $1.59K
|
7
$1.41K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7New |
$1.24K - $1.59K
|
7
$1.41K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 53.85% |
$1.24K - $1.59K
|
20
$4.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 8.47% |
$884 - $1.13K
|
64
$12.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$531 - $681
|
3
$604
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 4.55% |
$354 - $454
|
46
$9.25K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.61% |
$354 - $454
|
329
$66.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.66% |
$354 - $454
|
307
$61.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.03% |
$177 - $227
|
3.23K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.39% |
$177 - $227
|
257
$51.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 33.33% |
$177 - $227
|
4
$805
|