Latest Institutional Transactions on Paychex Inc (PAYX)
This table provides information on the latest institutional transactions involving Paychex Inc (PAYX) 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
459+ 3.56% |
$62.4K - $68.3K
|
13.3K
$1.97M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-106- 1.27% |
$14.4K - $15.8K
|
8.24K
$1.22M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
723+ 7.67% |
$98.2K - $108K
|
10.1K
$1.5M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-165- 1.97% |
$22.4K - $24.5K
|
8.2K
$1.21M
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
8.27KNew |
$1.12M - $1.23M
|
8.27K
$1.22M
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
72+ 4.38% |
$9.78K - $10.7K
|
1.71K
$253K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 0.42% |
$2.72K - $2.97K
|
4.75K
$702K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-66- 0.57% |
$8.97K - $9.82K
|
11.5K
$1.69M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-67- 20.62% |
$9.1K - $9.96K
|
258
$38.1K
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-158- 2.09% |
$21.5K - $23.5K
|
7.4K
$1.09M
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
40New |
$5.43K - $5.95K
|
40
$5.91K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 60.0% |
$815 - $892
|
16
$2.36K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
13.9K+ 886.94% |
$1.88M - $2.06M
|
15.4K
$2.28M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-211- 5.51% |
$28.7K - $31.4K
|
3.62K
$535K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
436+ 4.93% |
$59.2K - $64.8K
|
9.28K
$1.37M
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
18+ 0.9% |
$2.45K - $2.68K
|
2.01K
$297K
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.34K- 2.62% |
$181K - $199K
|
49.7K
$7.34M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
39.4KNew |
$5.35M - $5.85M
|
39.4K
$5.81M
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-14- 0.04% |
$1.9K - $2.08K
|
36.2K
$5.34M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
15+ 1.67% |
$2.04K - $2.23K
|
913
$135K
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
1.41K+ 10.74% |
$192K - $210K
|
14.6K
$2.15M
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 4.19% |
$258K - $283K
|
43.5K
$6.42M
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-500- 11.72% |
$67.9K - $74.4K
|
3.77K
$556K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-9- 52.94% |
$1.22K - $1.34K
|
8
$1.18K
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-291- 1.45% |
$39.5K - $43.3K
|
19.8K
$2.92M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-900- 17.31% |
$122K - $134K
|
4.3K
$635K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
708+ 15.23% |
$96.2K - $105K
|
5.36K
$791K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
174+ 2.83% |
$23.6K - $25.9K
|
6.33K
$935K
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-293- 1.99% |
$39.8K - $43.6K
|
14.4K
$2.13M
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
7.64KNew |
$1.04M - $1.14M
|
7.64K
$1.13M
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
2.71K+ 0.99% |
$368K - $403K
|
276K
$40.7M
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-212- 6.82% |
$28.8K - $31.5K
|
2.9K
$428K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.96K+ 27.72% |
$1.22M - $1.33M
|
41.3K
$6.1M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
113+ 0.97% |
$15.4K - $16.8K
|
11.7K
$1.73M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
202+ 469.77% |
$27.4K - $30K
|
245
$36.2K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5+ 0.01% |
$679 - $744
|
86.6K
$12.8M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-315- 0.54% |
$42.8K - $46.8K
|
58K
$8.56M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
41+ 18.06% |
$5.57K - $6.1K
|
268
$39.6K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.5KNew |
$340K - $372K
|
2.5K
$369K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
16+ 0.56% |
$2.17K - $2.38K
|
2.87K
$424K
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
200+ 8.14% |
$27.2K - $29.7K
|
2.66K
$393K
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-159- 0.22% |
$21.6K - $23.6K
|
71.6K
$10.6M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
166+ 10.14% |
$22.6K - $24.7K
|
1.8K
$266K
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
55+ 0.32% |
$7.47K - $8.18K
|
17.1K
$2.52M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
974+ 8.61% |
$132K - $145K
|
12.3K
$1.82M
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-168- 5.42% |
$22.8K - $25K
|
2.93K
$433K
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-82- 2.77% |
$11.1K - $12.2K
|
2.88K
$426K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-9- 0.91% |
$1.22K - $1.34K
|
978
$144K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.28K+ 9.55% |
$445K - $488K
|
37.6K
$5.56M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.89K+ 0.83% |
$936K - $1.02M
|
839K
$124M
|