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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.99KNew |
$217K - $257K
|
1.99K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3+ 7.69% |
$327 - $386
|
42
$6.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.24K+ 13.79% |
$135K - $159K
|
10.2K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.15KNew |
$234K - $277K
|
2.15K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
3.99KNew |
$435K - $514K
|
3.99K
$587K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
21+ 1.14% |
$2.29K - $2.7K
|
1.86K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7- 0.26% |
$762 - $902
|
2.68K
$394K
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
SELL
|
- |
-715- 3.49% |
$77.8K - $92.1K
|
19.8K
$2.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 8.33% |
$2.18K - $2.58K
|
220
$32.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
115New |
$12.5K - $14.8K
|
115
$16.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
147New |
$16K - $18.9K
|
147
$21.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-16- 30.77% |
$1.74K - $2.06K
|
36
$5.29K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.63KNew |
$177K - $210K
|
1.63K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
404New |
$44K - $52K
|
404
$59.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.76KNew |
$409K - $484K
|
3.76K
$552K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.81KNew |
$197K - $233K
|
1.81K
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
40New |
$4.35K - $5.15K
|
40
$5.88K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.04K+ 1155.89% |
$331K - $392K
|
3.3K
$486K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
758+ 14.99% |
$82.5K - $97.6K
|
5.82K
$855K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
200+ 10.0% |
$21.8K - $25.8K
|
2.2K
$323K
|
|
|
Feb 02, 2024
Q4 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-11.8K- 88.7% |
$1.28M - $1.51M
|
1.5K
$220K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
230+ 1.23% |
$25K - $29.6K
|
18.9K
$2.78M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-130- 21.35% |
$14.2K - $16.7K
|
479
$70.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-136K- 50.9% |
$14.8M - $17.5M
|
131K
$19.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$16.3K - $19.3K
|
150
$22.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.36KNew |
$148K - $175K
|
1.36K
$200K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-75- 50.0% |
$8.16K - $9.66K
|
75
$11K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-642- 23.83% |
$69.9K - $82.7K
|
2.05K
$302K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-30- 7.08% |
$3.27K - $3.86K
|
394
$57.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17New |
$1.85K - $2.19K
|
17
$2.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-289- 3.52% |
$31.5K - $37.2K
|
7.93K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-179- 5.15% |
$19.5K - $23.1K
|
3.3K
$485K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.36% |
$544 - $644
|
1.4K
$206K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
342New |
$37.2K - $44K
|
342
$50.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-36- 3.11% |
$3.92K - $4.64K
|
1.12K
$165K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
13New |
$1.42K - $1.67K
|
13
$1.91K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
785New |
$85.5K - $101K
|
785
$115K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
1.7KNew |
$185K - $219K
|
1.7K
$250K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.05K- 99.81% |
$114K - $135K
|
2
$294
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-1.3K- 26.0% |
$142K - $167K
|
3.7K
$544K
|
|
|
Jan 17, 2024
Q4 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-184- 7.99% |
$20K - $23.7K
|
2.12K
$312K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
17KNew |
$1.85M - $2.19M
|
17K
$2.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-353- 1.77% |
$38.4K - $45.5K
|
19.6K
$2.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.08K- 38.68% |
$118K - $139K
|
1.71K
$252K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.15% |
$327 - $386
|
2.07K
$304K
|
|
| Q3 2023 | |||||||
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-101- 3.9% |
$11.3K - $12.9K
|
2.49K
$366K
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
274KNew |
$30.5M - $34.9M
|
274K
$40.2M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.64% |
$334 - $383
|
475
$69.8K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.36KNew |
$263K - $301K
|
2.36K
$346K
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.9KNew |
$1.55M - $1.78M
|
13.9K
$2.04M
|
|