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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
625+ 6.53% |
$73K - $77.9K
|
10.2K
$1.51M
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
615New |
$71.9K - $76.7K
|
615
$91.3K
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
615+ 2.74% |
$71.9K - $76.7K
|
23.1K
$3.43M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
610+ 1.93% |
$71.3K - $76.1K
|
32.3K
$4.8M
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
609+ 16.88% |
$71.2K - $75.9K
|
4.22K
$626K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
605New |
$70.7K - $75.4K
|
605
$89.8K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
598+ 27.08% |
$69.9K - $74.6K
|
2.81K
$417K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
594+ 0.23% |
$69.4K - $74.1K
|
257K
$38.2M
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
588+ 0.22% |
$68.7K - $73.3K
|
266K
$39.5M
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
583+ 2.73% |
$68.1K - $72.7K
|
21.9K
$3.26M
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
578+ 1.83% |
$67.5K - $72.1K
|
32.1K
$4.77M
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
571+ 9.77% |
$66.7K - $71.2K
|
6.42K
$953K
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
571+ 13.66% |
$66.7K - $71.2K
|
4.75K
$706K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
569+ 5.75% |
$66.5K - $71K
|
10.5K
$1.56M
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
561+ 4.62% |
$65.5K - $70K
|
12.7K
$1.88M
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
558+ 43.22% |
$65.2K - $69.6K
|
1.85K
$275K
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
556+ 7.27% |
$65K - $69.3K
|
8.21K
$1.22M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
551+ 35.48% |
$64.4K - $68.7K
|
2.1K
$312K
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
550+ 3.46% |
$64.3K - $68.6K
|
16.5K
$2.44M
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
528+ 16.04% |
$61.7K - $65.8K
|
3.82K
$567K
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
500+ 0.19% |
$58.4K - $62.4K
|
263K
$39M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
491+ 6.81% |
$57.4K - $61.2K
|
7.7K
$1.14M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
488+ 2.07% |
$57K - $60.9K
|
24K
$3.57M
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
485+ 117.15% |
$56.7K - $60.5K
|
899
$134K
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
479+ 4.32% |
$56K - $59.7K
|
11.6K
$1.72M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
477+ 4.88% |
$55.7K - $59.5K
|
10.3K
$1.52M
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
457+ 1.08% |
$53.4K - $57K
|
42.8K
$6.36M
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
451+ 25.1% |
$52.7K - $56.2K
|
2.25K
$334K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
448+ 8.01% |
$52.3K - $55.9K
|
6.04K
$897K
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
447+ 10.64% |
$52.2K - $55.7K
|
4.65K
$690K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
442+ 5.73% |
$51.6K - $55.1K
|
8.16K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
440+ 6.45% |
$51.4K - $54.9K
|
7.27K
$1.08M
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
436+ 15.81% |
$50.9K - $54.4K
|
3.19K
$474K
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
416+ 8.36% |
$48.6K - $51.9K
|
5.39K
$801K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
415+ 3.69% |
$48.5K - $51.8K
|
11.6K
$1.73M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
406+ 8.02% |
$47.4K - $50.6K
|
5.47K
$812K
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
398+ 3.83% |
$46.5K - $49.6K
|
10.8K
$1.6M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
397New |
$46.4K - $49.5K
|
397
$59K
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
385+ 2.82% |
$45K - $48K
|
14K
$2.08M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
384+ 8.28% |
$44.9K - $47.9K
|
5.02K
$746K
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
380+ 2.09% |
$44.4K - $47.4K
|
18.6K
$2.76M
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
379+ 7.39% |
$44.3K - $47.3K
|
5.51K
$818K
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
376+ 3.27% |
$43.9K - $46.9K
|
11.9K
$1.76M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
376New |
$43.9K - $46.9K
|
376
$55.8K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
371+ 1.16% |
$43.3K - $46.3K
|
32.3K
$4.8M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
365+ 11.26% |
$42.6K - $45.5K
|
3.61K
$536K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
353+ 201.71% |
$41.2K - $44K
|
528
$78.4K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
353+ 3.4% |
$41.2K - $44K
|
10.7K
$1.59M
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
342+ 0.81% |
$40K - $42.7K
|
42.4K
$6.3M
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
341+ 1.8% |
$39.8K - $42.5K
|
19.3K
$2.86M
|