Purchases and Sales Made in Q1 2024 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q1 2024. The information is specifically focused on institutions that hold shares of PAYCHEX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1+ 0.03% |
$117 - $125
|
3.52K
$523K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.44% |
$117 - $125
|
42
$6.24K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.2% |
$117 - $125
|
508
$75.4K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.05% |
$117 - $125
|
1.99K
$295K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$117 - $125
|
1
$149
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.82% |
$117 - $125
|
56
$8.32K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.39% |
$117 - $125
|
71
$10.5K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1- 0.05% |
$117 - $125
|
1.94K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1- 0.03% |
$117 - $125
|
3.41K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2- 0.06% |
$234 - $249
|
3.21K
$477K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 3.75% |
$351 - $374
|
77
$11.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-3- 0.13% |
$351 - $374
|
2.36K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 3.61% |
$351 - $374
|
80
$11.9K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-4- 0.18% |
$467 - $499
|
2.17K
$322K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 0.28% |
$467 - $499
|
1.42K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 2.74% |
$467 - $499
|
142
$21.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-5- 0.14% |
$584 - $624
|
3.6K
$535K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 0.56% |
$584 - $624
|
881
$131K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-5- 0.14% |
$584 - $624
|
3.64K
$541K
|
|
|
May 10, 2024
Q1 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-5- 0.01% |
$584 - $624
|
36.1K
$5.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-6- 0.09% |
$701 - $748
|
6.93K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.22% |
$701 - $748
|
2.73K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6- 0.24% |
$701 - $748
|
2.5K
$371K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 35.29% |
$701 - $748
|
11
$1.63K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-8- 20.0% |
$935 - $998
|
32
$4.75K
|
|
|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-8- 0.17% |
$935 - $998
|
4.77K
$709K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-8- 0.2% |
$935 - $998
|
3.94K
$586K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-8- 0.14% |
$935 - $998
|
5.75K
$853K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.05% |
$1.05K - $1.12K
|
16.9K
$2.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-10- 0.14% |
$1.17K - $1.25K
|
7.07K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 2.26% |
$1.17K - $1.25K
|
432
$64.2K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-10- 0.49% |
$1.17K - $1.25K
|
2.01K
$299K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-11- 0.6% |
$1.29K - $1.37K
|
1.83K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 3.15% |
$1.29K - $1.37K
|
338
$50.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-11- 0.05% |
$1.29K - $1.37K
|
23.5K
$3.49M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-11- 0.57% |
$1.29K - $1.37K
|
1.93K
$286K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-11- 44.0% |
$1.29K - $1.37K
|
14
$2.08K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-12- 0.51% |
$1.4K - $1.5K
|
2.34K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-12- 0.58% |
$1.4K - $1.5K
|
2.07K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-13- 0.07% |
$1.52K - $1.62K
|
19.5K
$2.89M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-15- 0.89% |
$1.75K - $1.87K
|
1.67K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-15- 0.09% |
$1.75K - $1.87K
|
16.8K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-15- 0.15% |
$1.75K - $1.87K
|
10.2K
$1.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-16- 4.71% |
$1.87K - $2K
|
324
$48.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-16- 0.66% |
$1.87K - $2K
|
2.39K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-16- 0.27% |
$1.87K - $2K
|
5.89K
$875K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-18- 0.05% |
$2.1K - $2.24K
|
35.8K
$5.32M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-19- 1.01% |
$2.22K - $2.37K
|
1.87K
$278K
|