Purchases and Sales Made in Q2 2024 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.04% |
$117 - $127
|
2.56K
$381K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.07% |
$117 - $127
|
1.4K
$208K
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$117 - $127
|
7.85K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.13% |
$117 - $127
|
748
$111K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 4.35% |
$117 - $127
|
24
$3.56K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.35% |
$117 - $127
|
289
$42.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.05% |
$117 - $127
|
2.02K
$301K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.02% |
$117 - $127
|
4.92K
$731K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1- 0.06% |
$117 - $127
|
1.78K
$264K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-1- 0.03% |
$117 - $127
|
3.67K
$545K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1- 0.05% |
$117 - $127
|
1.95K
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1- 14.29% |
$117 - $127
|
6
$891
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2- 0.01% |
$235 - $254
|
26.4K
$3.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2- 0.09% |
$235 - $254
|
2.17K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 1.68% |
$235 - $254
|
117
$17.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$352 - $381
|
6.37K
$946K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3- 0.09% |
$352 - $381
|
3.22K
$479K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.23% |
$352 - $381
|
1.31K
$195K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 2.82% |
$470 - $508
|
138
$20.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-4- 0.01% |
$470 - $508
|
44.9K
$6.67M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 23.53% |
$470 - $508
|
13
$1.93K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-5- 0.13% |
$587 - $635
|
3.87K
$575K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5- 0.34% |
$587 - $635
|
1.45K
$215K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-5- 0.12% |
$587 - $635
|
4.27K
$634K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 8.93% |
$587 - $635
|
51
$7.57K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-6- 0.15% |
$704 - $762
|
3.93K
$583K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6- 0.31% |
$704 - $762
|
1.94K
$287K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.32% |
$822 - $889
|
2.18K
$323K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8- 0.24% |
$939 - $1.02K
|
3.28K
$487K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-9- 0.52% |
$1.06K - $1.14K
|
1.71K
$254K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-10- 40.0% |
$1.17K - $1.27K
|
15
$2.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-10- 0.02% |
$1.17K - $1.27K
|
57.1K
$8.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-13- 0.02% |
$1.53K - $1.65K
|
70.7K
$10.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-15- 16.3% |
$1.76K - $1.9K
|
77
$11.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-15- 1.5% |
$1.76K - $1.9K
|
985
$146K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 4.73% |
$1.88K - $2.03K
|
322
$47.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 6.09% |
$2K - $2.16K
|
262
$38.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-17- 0.38% |
$2K - $2.16K
|
4.46K
$662K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 1.06% |
$2.23K - $2.41K
|
1.77K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20- 1.36% |
$2.35K - $2.54K
|
1.45K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-20- 74.07% |
$2.35K - $2.54K
|
7
$1.04K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-20- 2.5% |
$2.35K - $2.54K
|
780
$116K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-21- 0.19% |
$2.47K - $2.67K
|
10.9K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-21- 3.64% |
$2.47K - $2.67K
|
556
$82.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
SELL
|
- |
-23- 0.13% |
$2.7K - $2.92K
|
17.3K
$2.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 1.36% |
$2.7K - $2.92K
|
1.66K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-23- 6.5% |
$2.7K - $2.92K
|
331
$49.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-23- 21.3% |
$2.7K - $2.92K
|
85
$12.6K
|