Purchases and Sales Made in Q2 2023 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
563+ 12.15% |
$59.1K - $64K
|
5.2K
$802K
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
554+ 1497.3% |
$58.1K - $62.9K
|
591
$91.2K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
550New |
$57.7K - $62.5K
|
550
$84.9K
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
545+ 0.64% |
$57.2K - $61.9K
|
86K
$13.3M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
541+ 1.28% |
$56.8K - $61.5K
|
42.8K
$6.61M
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
534+ 1.32% |
$56K - $60.7K
|
41.1K
$6.33M
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
533+ 4.33% |
$55.9K - $60.5K
|
12.8K
$1.98M
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
532+ 7.17% |
$55.8K - $60.4K
|
7.95K
$1.23M
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
530+ 0.74% |
$55.6K - $60.2K
|
72.6K
$11.2M
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
528+ 9.65% |
$55.4K - $60K
|
6K
$926K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
527+ 1.86% |
$55.3K - $59.9K
|
28.9K
$4.45M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
512+ 3.98% |
$53.7K - $58.2K
|
13.4K
$2.06M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
509+ 1.28% |
$53.4K - $57.8K
|
40.2K
$6.21M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
508+ 10.19% |
$53.3K - $57.7K
|
5.49K
$847K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
500+ 80.65% |
$52.5K - $56.8K
|
1.12K
$173K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
499+ 33.45% |
$52.4K - $56.7K
|
1.99K
$307K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
497+ 4.85% |
$52.2K - $56.5K
|
10.7K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
493+ 12.0% |
$51.7K - $56K
|
4.6K
$710K
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
465+ 10.69% |
$48.8K - $52.8K
|
4.81K
$743K
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
461+ 10.56% |
$48.4K - $52.4K
|
4.83K
$745K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
460+ 3.6% |
$48.3K - $52.3K
|
13.2K
$2.04M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
458+ 1.96% |
$48.1K - $52K
|
23.8K
$3.67M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
455+ 19.44% |
$47.7K - $51.7K
|
2.8K
$431K
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
450+ 3.44% |
$47.2K - $51.1K
|
13.5K
$2.08M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
431+ 1.7% |
$45.2K - $49K
|
25.8K
$3.98M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
428+ 4.29% |
$44.9K - $48.6K
|
10.4K
$1.61M
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
424+ 4.52% |
$44.5K - $48.2K
|
9.81K
$1.51M
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
414+ 10.47% |
$43.4K - $47K
|
4.37K
$674K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
414+ 1.25% |
$43.4K - $47K
|
33.5K
$5.17M
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
414New |
$43.4K - $47K
|
414
$63.9K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
408New |
$42.8K - $46.3K
|
408
$62.9K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
406+ 4.37% |
$42.6K - $46.1K
|
9.7K
$1.5M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
403+ 17.13% |
$42.3K - $45.8K
|
2.76K
$425K
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
400New |
$42K - $45.4K
|
400
$61.7K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
400New |
$42K - $45.4K
|
400
$61.7K
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
400+ 0.27% |
$42K - $45.4K
|
150K
$23.2M
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
400New |
$42K - $45.4K
|
400
$61.7K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
397+ 0.59% |
$41.7K - $45.1K
|
67.3K
$10.4M
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
394+ 12.66% |
$41.3K - $44.8K
|
3.51K
$541K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
388New |
$40.7K - $44.1K
|
388
$59.9K
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
388+ 0.97% |
$40.7K - $44.1K
|
40.4K
$6.23M
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
381+ 6.28% |
$40K - $43.3K
|
6.44K
$994K
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
381+ 10.62% |
$40K - $43.3K
|
3.97K
$612K
|
|
Aug 14, 2023
Q2 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
378+ 1.02% |
$39.7K - $42.9K
|
37.6K
$5.8M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
376+ 0.82% |
$39.5K - $42.7K
|
46K
$7.1M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
374+ 3.61% |
$39.2K - $42.5K
|
10.7K
$1.66M
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
374+ 1.3% |
$39.2K - $42.5K
|
29.3K
$4.51M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
367+ 3.53% |
$38.5K - $41.7K
|
10.8K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
363New |
$38.1K - $41.2K
|
363
$56K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
355+ 4.02% |
$37.3K - $40.3K
|
9.19K
$1.42M
|