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 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
339+ 11.62% |
$39.6K - $42.3K
|
3.26K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
335+ 0.39% |
$39.1K - $41.8K
|
86.7K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
326+ 8.49% |
$38.1K - $40.7K
|
4.17K
$619K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
325+ 6.5% |
$38K - $40.5K
|
5.32K
$790K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
325+ 121.72% |
$38K - $40.5K
|
592
$87.9K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
322+ 2.83% |
$37.6K - $40.2K
|
11.7K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
321+ 1.32% |
$37.5K - $40K
|
24.6K
$3.65M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
303+ 4.49% |
$35.4K - $37.8K
|
7.05K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
303+ 14.82% |
$35.4K - $37.8K
|
2.35K
$349K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
294+ 5.08% |
$34.4K - $36.7K
|
6.08K
$903K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
292+ 4.92% |
$34.1K - $36.4K
|
6.22K
$924K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
290+ 64.59% |
$33.9K - $36.2K
|
739
$110K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
289+ 11.7% |
$33.8K - $36K
|
2.76K
$410K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
288+ 5.51% |
$33.6K - $35.9K
|
5.52K
$819K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
284New |
$33.2K - $35.4K
|
284
$42.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
281+ 5.17% |
$32.8K - $35K
|
5.71K
$848K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
279+ 3.41% |
$32.6K - $34.8K
|
8.47K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
276+ 7.98% |
$32.2K - $34.4K
|
3.73K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
276+ 11.51% |
$32.2K - $34.4K
|
2.67K
$397K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
270+ 2.76% |
$31.5K - $33.7K
|
10.1K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
267+ 132.84% |
$31.2K - $33.3K
|
468
$69.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
BUY
|
- |
266+ 0.24% |
$31.1K - $33.2K
|
109K
$16.2M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
265+ 1.01% |
$31K - $33K
|
26.4K
$3.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
262+ 2.73% |
$30.6K - $32.7K
|
9.87K
$1.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
253+ 7.62% |
$29.6K - $31.6K
|
3.57K
$530K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
253New |
$29.6K - $31.6K
|
253
$37.6K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
252New |
$29.4K - $31.4K
|
252
$37.4K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
252+ 3.16% |
$29.4K - $31.4K
|
8.23K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
251+ 3.8% |
$29.3K - $31.3K
|
6.85K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
250New |
$29.2K - $31.2K
|
250
$37.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
245+ 4.49% |
$28.6K - $30.6K
|
5.7K
$847K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
244+ 12.34% |
$28.5K - $30.4K
|
2.22K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
242+ 4.4% |
$28.3K - $30.2K
|
5.74K
$852K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
235+ 9.69% |
$27.5K - $29.3K
|
2.66K
$395K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
233+ 0.78% |
$27.2K - $29.1K
|
30.2K
$4.49M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
228+ 1.01% |
$26.6K - $28.4K
|
22.8K
$3.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
227+ 4.65% |
$26.5K - $28.3K
|
5.1K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
221+ 1.51% |
$25.8K - $27.6K
|
14.8K
$2.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
218+ 5.12% |
$25.5K - $27.2K
|
4.47K
$664K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
216+ 1.26% |
$25.2K - $26.9K
|
17.3K
$2.57M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
216+ 3.99% |
$25.2K - $26.9K
|
5.62K
$835K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
215+ 5.47% |
$25.1K - $26.8K
|
4.15K
$616K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
213+ 8.66% |
$24.9K - $26.6K
|
2.67K
$397K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
212+ 6.0% |
$24.8K - $26.4K
|
3.75K
$557K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
203+ 11.3% |
$23.7K - $25.3K
|
2K
$297K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
203+ 11.54% |
$23.7K - $25.3K
|
1.96K
$291K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
201+ 7.56% |
$23.5K - $25.1K
|
2.86K
$425K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
200+ 1.73% |
$23.4K - $24.9K
|
11.8K
$1.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
200+ 11.62% |
$23.4K - $24.9K
|
1.92K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
199+ 4.13% |
$23.3K - $24.8K
|
5.02K
$745K
|