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 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-7Closed |
$951 - $1.04K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-3.07K- 99.26% |
$417K - $456K
|
23
$2.58K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$4.89K - $5.35K
|
36
$4.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
60+ 2.86% |
$8.15K - $8.92K
|
2.16K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-830- 17.61% |
$113K - $123K
|
3.88K
$435K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
16New |
$2.17K - $2.38K
|
16
$1.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
500+ 25.04% |
$67.9K - $74.4K
|
2.5K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.42K+ 13.02% |
$465K - $509K
|
29.7K
$3.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.51KNew |
$205K - $225K
|
1.51K
$169K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.65KNew |
$224K - $245K
|
1.65K
$185K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-20- 5.95% |
$2.72K - $2.97K
|
316
$35.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
68.1KNew |
$9.26M - $10.1M
|
68.1K
$7.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
88New |
$12K - $13.1K
|
88
$9.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
300New |
$40.8K - $44.6K
|
300
$33.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.28K- 39.37% |
$446K - $488K
|
5.05K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
81New |
$11K - $12K
|
81
$9.08K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.54KNew |
$209K - $229K
|
1.54K
$173K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.79KNew |
$243K - $266K
|
1.79K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-99- 4.32% |
$13.5K - $14.7K
|
2.2K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
11.7KNew |
$1.59M - $1.74M
|
11.7K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23New |
$3.12K - $3.42K
|
23
$2.58K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-3.38K- 56.15% |
$459K - $503K
|
2.64K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.74K+ 39.57% |
$372K - $407K
|
9.65K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-617- 98.72% |
$83.8K - $91.8K
|
8
$897
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
500New |
$67.9K - $74.4K
|
500
$56.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
BUY
|
- |
1.46KNew |
$198K - $216K
|
1.46K
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.6KNew |
$1.98M - $2.16M
|
14.6K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.84KNew |
$250K - $274K
|
1.84K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-10- 4.15% |
$1.36K - $1.49K
|
231
$25.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-582- 35.27% |
$79.1K - $86.6K
|
1.07K
$120K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.64KNew |
$359K - $393K
|
2.64K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-6- 0.29% |
$815 - $892
|
2.09K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5+ 0.25% |
$679 - $744
|
2.04K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
280New |
$38K - $41.6K
|
280
$31.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
190+ 6.9% |
$25.8K - $28.3K
|
2.94K
$330K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.73K+ 103.66% |
$235K - $257K
|
3.4K
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-2.55K- 46.61% |
$347K - $380K
|
2.92K
$328K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-230- 1.03% |
$31.2K - $34.2K
|
22.2K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.01KNew |
$138K - $151K
|
1.01K
$114K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-564- 25.08% |
$76.6K - $83.9K
|
1.69K
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
255New |
$34.6K - $37.9K
|
255
$28.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.8K- 51.56% |
$380K - $416K
|
2.63K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
1.47KNew |
$199K - $218K
|
1.47K
$164K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-9- 52.94% |
$1.22K - $1.34K
|
8
$897
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-900- 17.31% |
$122K - $134K
|
4.3K
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-212- 6.82% |
$28.8K - $31.5K
|
2.9K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.5KNew |
$340K - $372K
|
2.5K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-190- 30.94% |
$25.8K - $28.3K
|
424
$47.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
89+ 5.77% |
$12.1K - $13.2K
|
1.63K
$183K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
43New |
$5.84K - $6.4K
|
43
$4.82K
|
|