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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Scott Investment Partners LLP
|
SELL
|
- |
-41K- 85.77% |
$4.6M - $5.71M
|
6.8K
$993K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.4K+ 37.49% |
$157K - $195K
|
5.13K
$749K
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-11- 0.56% |
$1.23K - $1.53K
|
1.94K
$284K
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.14KNew |
$240K - $298K
|
2.14K
$313K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
55+ 4.66% |
$6.17K - $7.65K
|
1.23K
$180K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-100- 12.85% |
$11.2K - $13.9K
|
678
$99.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-660- 23.94% |
$74.1K - $91.8K
|
2.1K
$306K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
108New |
$12.1K - $15K
|
108
$15.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
220New |
$24.7K - $30.6K
|
220
$32.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-175- 8.91% |
$19.6K - $24.4K
|
1.79K
$261K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.24K- 18.28% |
$251K - $311K
|
9.99K
$1.46M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-11- 0.33% |
$1.23K - $1.53K
|
3.31K
$484K
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-156- 6.77% |
$17.5K - $21.7K
|
2.15K
$314K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.02K- 24.33% |
$226K - $281K
|
6.27K
$916K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
89+ 4.45% |
$9.99K - $12.4K
|
2.09K
$305K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
14New |
$1.57K - $1.95K
|
14
$2.05K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-63- 11.43% |
$7.07K - $8.77K
|
488
$71.3K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-988- 1.95% |
$111K - $137K
|
49.7K
$7.27M
|
|
| Q2 2022 | |||||||
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.37KClosed |
$494K - $617K
|
0
$0
|
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.5KClosed |
$170K - $212K
|
0
$0
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$339 - $424
|
3
$438
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
162+ 8.35% |
$18.3K - $22.9K
|
2.1K
$307K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-76Closed |
$8.59K - $10.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-809Closed |
$91.4K - $114K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-123KClosed |
$13.9M - $17.3M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.61KClosed |
$182K - $228K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-957Closed |
$108K - $135K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-9Closed |
$1.02K - $1.27K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-570Closed |
$64.4K - $80.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.56KClosed |
$176K - $220K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.3KNew |
$1.16M - $1.45M
|
10.3K
$1.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.38K- 52.88% |
$382K - $477K
|
3.01K
$440K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-925Closed |
$105K - $131K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.2KClosed |
$1.6M - $2.01M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-5.38KClosed |
$608K - $760K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
3.2KNew |
$362K - $452K
|
3.2K
$468K
|
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-643- 24.7% |
$72.7K - $90.8K
|
1.96K
$286K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-145- 6.69% |
$16.4K - $20.5K
|
2.02K
$295K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-1.52KClosed |
$172K - $215K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-1.52KClosed |
$172K - $215K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-48- 2.04% |
$5.42K - $6.78K
|
2.3K
$336K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5.16K- 13.24% |
$583K - $728K
|
33.8K
$4.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-85Closed |
$9.61K - $12K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
400New |
$45.2K - $56.5K
|
400
$58.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-25.9K- 72.49% |
$2.93M - $3.66M
|
9.83K
$1.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
681+ 33.09% |
$77K - $96.2K
|
2.74K
$400K
|
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-20.5K- 73.71% |
$2.32M - $2.9M
|
7.32K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-9.01K- 94.91% |
$1.02M - $1.27M
|
483
$70.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-9Closed |
$1.02K - $1.27K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-13- 25.49% |
$1.47K - $1.84K
|
38
$5.55K
|
|