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 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100+ 50.0% |
$10.8K - $12.6K
|
300
$44.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.25KNew |
$135K - $157K
|
1.25K
$183K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
169+ 260.0% |
$18.3K - $21.3K
|
234
$34.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.79K+ 134.56% |
$194K - $226K
|
3.12K
$459K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-178- 77.39% |
$19.2K - $22.4K
|
52
$7.64K
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-116- 1.23% |
$12.5K - $14.6K
|
9.3K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-220- 2.53% |
$23.8K - $27.7K
|
8.47K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-565- 7.62% |
$61.1K - $71.2K
|
6.85K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-24.3K- 40.7% |
$2.63M - $3.06M
|
35.4K
$5.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.68KNew |
$289K - $337K
|
2.68K
$394K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
15+ 0.53% |
$1.62K - $1.89K
|
2.87K
$422K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-124- 60.19% |
$13.4K - $15.6K
|
82
$12.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$5.94K - $6.93K
|
55
$8.09K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
86+ 2.71% |
$9.3K - $10.8K
|
3.26K
$480K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
10.3K+ 14.2% |
$1.12M - $1.3M
|
83.2K
$12.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-32- 1.0% |
$3.46K - $4.03K
|
3.15K
$464K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
80+ 46.78% |
$8.65K - $10.1K
|
251
$36.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.16K- 6.27% |
$342K - $398K
|
47.3K
$6.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-200- 28.45% |
$21.6K - $25.2K
|
503
$73.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-584- 20.63% |
$63.1K - $73.6K
|
2.25K
$330K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.61K+ 1.5% |
$174K - $203K
|
108K
$15.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-80- 4.05% |
$8.65K - $10.1K
|
1.89K
$278K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
382+ 4.2% |
$41.3K - $48.1K
|
9.49K
$1.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-540- 21.56% |
$58.4K - $68K
|
1.97K
$289K
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
SELL
|
- |
-13K- 33.29% |
$1.4M - $1.63M
|
26K
$3.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
7.55KNew |
$816K - $951K
|
7.55K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-150- 2.29% |
$16.2K - $18.9K
|
6.4K
$940K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-255- 8.74% |
$27.6K - $32.1K
|
2.66K
$391K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 17.06% |
$110K - $128K
|
7K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9- 2.73% |
$973 - $1.13K
|
321
$47.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21- 3.85% |
$2.27K - $2.65K
|
525
$77.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
530New |
$57.3K - $66.8K
|
530
$77.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.88KNew |
$204K - $237K
|
1.88K
$277K
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
872New |
$94.3K - $110K
|
872
$128K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
25New |
$2.7K - $3.15K
|
25
$3.68K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-135- 1.76% |
$14.6K - $17K
|
7.52K
$1.11M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.15K+ 12.62% |
$449K - $523K
|
37K
$5.45M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
839+ 89.83% |
$90.7K - $106K
|
1.77K
$261K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-8.6K- 81.9% |
$930K - $1.08M
|
1.9K
$279K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
70New |
$7.57K - $8.82K
|
70
$10.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
177New |
$19.1K - $22.3K
|
177
$26K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.96KNew |
$320K - $372K
|
2.96K
$435K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
98New |
$10.6K - $12.3K
|
98
$14.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
162New |
$17.5K - $20.4K
|
162
$23.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
48New |
$5.19K - $6.05K
|
48
$7.06K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
500New |
$54K - $63K
|
500
$73.5K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-902Closed |
$101K - $126K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-71Closed |
$7.97K - $9.88K
|
0
$0
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
11.2K+ 83.85% |
$1.26M - $1.57M
|
24.7K
$3.63M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-8.25K- 7.54% |
$925K - $1.15M
|
101K
$14.9M
|
|