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 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
490+ 2.51% |
$66.6K - $72.9K
|
20K
$2.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.01KNew |
$138K - $151K
|
1.01K
$149K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$543 - $595
|
1.91K
$280K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-37- 3.04% |
$5.03K - $5.5K
|
1.18K
$173K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 2.53% |
$13.6K - $14.9K
|
4.05K
$595K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1- 0.05% |
$136 - $149
|
2.13K
$312K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-564- 25.08% |
$76.6K - $83.9K
|
1.69K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-20- 1.84% |
$2.72K - $2.97K
|
1.07K
$157K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
47+ 1.46% |
$6.39K - $6.99K
|
3.27K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
379+ 3.73% |
$51.5K - $56.4K
|
10.5K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.08K+ 3.97% |
$147K - $161K
|
28.4K
$4.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.33K+ 10.81% |
$180K - $197K
|
13.6K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
970+ 7.39% |
$132K - $144K
|
14.1K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
166+ 5.74% |
$22.6K - $24.7K
|
3.06K
$449K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 1.78% |
$1.09K - $1.19K
|
458
$67.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
970+ 22.95% |
$132K - $144K
|
5.2K
$762K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
263+ 3.03% |
$35.7K - $39.1K
|
8.94K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-814- 5.85% |
$111K - $121K
|
13.1K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.75% |
$408 - $446
|
403
$59.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-175- 4.17% |
$23.8K - $26K
|
4.02K
$590K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
17.5KNew |
$2.37M - $2.6M
|
17.5K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
181KNew |
$24.6M - $27M
|
181K
$26.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-384- 18.5% |
$52.2K - $57.1K
|
1.69K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
420KNew |
$57.1M - $62.5M
|
420K
$61.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-72- 10.08% |
$9.78K - $10.7K
|
642
$94.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.28K- 2.6% |
$309K - $339K
|
85.4K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-40- 0.81% |
$5.43K - $5.95K
|
4.91K
$720K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-9- 0.25% |
$1.22K - $1.34K
|
3.63K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.5K- 7.18% |
$1.97M - $2.16M
|
187K
$27.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.7K+ 2.06% |
$367K - $401K
|
134K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.43K- 13.53% |
$194K - $212K
|
9.13K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-122- 0.41% |
$16.6K - $18.1K
|
29.6K
$4.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-716- 4.41% |
$97.3K - $106K
|
15.5K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-295- 0.5% |
$40.1K - $43.9K
|
58.9K
$8.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.67K+ 4234.81% |
$1.04M - $1.14M
|
7.85K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-447- 81.72% |
$60.7K - $66.5K
|
100
$14.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.02K+ 21.29% |
$274K - $300K
|
11.5K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.12K+ 47.28% |
$287K - $315K
|
6.59K
$967K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.08K- 2.46% |
$283K - $310K
|
82.8K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-16.4K- 4.91% |
$2.23M - $2.44M
|
318K
$46.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-40- 0.52% |
$5.43K - $5.95K
|
7.64K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-36- 1.19% |
$4.89K - $5.35K
|
2.99K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
5.14KNew |
$698K - $764K
|
5.14K
$754K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.79KNew |
$650K - $712K
|
4.79K
$702K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-816- 5.95% |
$111K - $121K
|
12.9K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.86K- 4.14% |
$252K - $276K
|
43K
$6.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-973- 23.49% |
$132K - $145K
|
3.17K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
3+ 0.2% |
$408 - $446
|
1.54K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-14.8K- 53.55% |
$2.01M - $2.2M
|
12.8K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-920- 0.35% |
$125K - $137K
|
258K
$37.9M
|