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 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
31New |
$3.37K - $3.99K
|
31
$3.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-300- 75.0% |
$32.7K - $38.6K
|
100
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
25.4KNew |
$2.77M - $3.27M
|
25.4K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-61Closed |
$6.64K - $7.86K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.79KNew |
$195K - $230K
|
1.79K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.03K+ 9.09% |
$330K - $390K
|
36.4K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
123+ 112.84% |
$13.4K - $15.8K
|
232
$26K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
59New |
$6.42K - $7.6K
|
59
$6.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
7.38KNew |
$804K - $951K
|
7.38K
$828K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
22New |
$2.39K - $2.83K
|
22
$2.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
134New |
$14.6K - $17.3K
|
134
$15K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
8+ 12.5% |
$871 - $1.03K
|
72
$8.07K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
181New |
$19.7K - $23.3K
|
181
$20.3K
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-80- 4.31% |
$8.71K - $10.3K
|
1.78K
$199K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
27.1KNew |
$2.95M - $3.49M
|
27.1K
$3.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$109K - $129K
|
1K
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
239+ 0.59% |
$26K - $30.8K
|
40.7K
$4.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 8.83% |
$4.35K - $5.15K
|
493
$55.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.99KNew |
$217K - $257K
|
1.99K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3+ 7.69% |
$327 - $386
|
42
$4.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
3.99KNew |
$435K - $514K
|
3.99K
$448K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
21+ 1.14% |
$2.29K - $2.7K
|
1.86K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7- 0.26% |
$762 - $902
|
2.68K
$300K
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
SELL
|
- |
-715- 3.49% |
$77.8K - $92.1K
|
19.8K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-20- 8.33% |
$2.18K - $2.58K
|
220
$24.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
147New |
$16K - $18.9K
|
147
$16.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-16- 30.77% |
$1.74K - $2.06K
|
36
$4.04K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.63KNew |
$177K - $210K
|
1.63K
$183K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
404New |
$44K - $52K
|
404
$45.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.76KNew |
$409K - $484K
|
3.76K
$421K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
40New |
$4.35K - $5.15K
|
40
$4.48K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
758+ 14.99% |
$82.5K - $97.6K
|
5.82K
$652K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
200+ 10.0% |
$21.8K - $25.8K
|
2.2K
$247K
|
|
|
Feb 02, 2024
Q4 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-11.8K- 88.7% |
$1.28M - $1.51M
|
1.5K
$168K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
230+ 1.23% |
$25K - $29.6K
|
18.9K
$2.12M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-130- 21.35% |
$14.2K - $16.7K
|
479
$53.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-136K- 50.9% |
$14.8M - $17.5M
|
131K
$14.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$16.3K - $19.3K
|
150
$16.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.36KNew |
$148K - $175K
|
1.36K
$153K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-75- 50.0% |
$8.16K - $9.66K
|
75
$8.41K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-642- 23.83% |
$69.9K - $82.7K
|
2.05K
$230K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17New |
$1.85K - $2.19K
|
17
$1.91K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-289- 3.52% |
$31.5K - $37.2K
|
7.93K
$889K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-179- 5.15% |
$19.5K - $23.1K
|
3.3K
$370K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.36% |
$544 - $644
|
1.4K
$157K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
342New |
$37.2K - $44K
|
342
$38.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-36- 3.11% |
$3.92K - $4.64K
|
1.12K
$126K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
13New |
$1.42K - $1.67K
|
13
$1.46K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
785New |
$85.5K - $101K
|
785
$88K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
1.7KNew |
$185K - $219K
|
1.7K
$191K
|
|