Purchases and Sales Made in Q3 2023 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
760+ 7.29% |
$84.7K - $97.1K
|
11.2K
$1.72M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
758+ 40.88% |
$84.5K - $96.8K
|
2.61K
$403K
|
|
Nov 02, 2023
Q3 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
757+ 30.89% |
$84.4K - $96.7K
|
3.21K
$495K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
755+ 4.38% |
$84.2K - $96.5K
|
18K
$2.77M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
754+ 1.63% |
$84K - $96.3K
|
47K
$7.25M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
752+ 6.64% |
$83.8K - $96.1K
|
12.1K
$1.86M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
746+ 28.47% |
$83.2K - $95.3K
|
3.37K
$519K
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
742+ 9.34% |
$82.7K - $94.8K
|
8.69K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
735+ 2.53% |
$81.9K - $93.9K
|
29.8K
$4.6M
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
729+ 0.85% |
$81.3K - $93.1K
|
86.7K
$13.4M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
723+ 37.19% |
$80.6K - $92.4K
|
2.67K
$411K
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
706+ 7.2% |
$78.7K - $90.2K
|
10.5K
$1.62M
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
682+ 5.05% |
$76K - $87.1K
|
14.2K
$2.19M
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
680+ 23.58% |
$75.8K - $86.9K
|
3.56K
$550K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
679+ 9.09% |
$75.7K - $86.7K
|
8.15K
$1.26M
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
671+ 1.39% |
$74.8K - $85.7K
|
49K
$7.56M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
667+ 13.66% |
$74.4K - $85.2K
|
5.55K
$856K
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
667+ 102.62% |
$74.4K - $85.2K
|
1.32K
$203K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
663+ 7.47% |
$73.9K - $84.7K
|
9.54K
$1.47M
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
663+ 9.07% |
$73.9K - $84.7K
|
7.97K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
663+ 10.55% |
$73.9K - $84.7K
|
6.95K
$1.07M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
653+ 27.54% |
$72.8K - $83.4K
|
3.02K
$467K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
648+ 6.25% |
$72.2K - $82.8K
|
11K
$1.7M
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
640+ 25.55% |
$71.3K - $81.8K
|
3.15K
$485K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
616+ 7.21% |
$68.7K - $78.7K
|
9.15K
$1.41M
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
604+ 15.68% |
$67.3K - $77.2K
|
4.46K
$687K
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
596+ 18.02% |
$66.4K - $76.1K
|
3.9K
$602K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
587+ 10.51% |
$65.4K - $75K
|
6.17K
$952K
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
583+ 11.91% |
$65K - $74.5K
|
5.48K
$845K
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
560+ 1.94% |
$62.4K - $71.5K
|
29.4K
$4.53M
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
560New |
$62.4K - $71.5K
|
560
$86.4K
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
557+ 0.96% |
$62.1K - $71.2K
|
58.8K
$9.07M
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
555+ 238.2% |
$61.9K - $70.9K
|
788
$122K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
548+ 2.61% |
$61.1K - $70K
|
21.6K
$3.33M
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
546+ 8.89% |
$60.9K - $69.8K
|
6.69K
$1.03M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
538+ 7.27% |
$60K - $68.7K
|
7.94K
$1.23M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
531+ 8.24% |
$59.2K - $67.8K
|
6.97K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
531+ 1.29% |
$59.2K - $67.8K
|
41.6K
$6.42M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
523+ 3.01% |
$58.3K - $66.8K
|
17.9K
$2.76M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
515+ 4.72% |
$57.4K - $65.8K
|
11.4K
$1.76M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
513+ 7.39% |
$57.2K - $65.5K
|
7.46K
$1.15M
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
509+ 2.73% |
$56.7K - $65K
|
19.1K
$2.95M
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
507+ 12.68% |
$56.5K - $64.8K
|
4.51K
$695K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
506+ 0.44% |
$56.4K - $64.6K
|
114K
$17.6M
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
504+ 7.28% |
$56.2K - $64.4K
|
7.43K
$1.15M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
502+ 1.02% |
$56K - $64.1K
|
49.7K
$7.67M
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
500+ 806.45% |
$55.7K - $63.9K
|
562
$86.7K
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
464+ 10.62% |
$51.7K - $59.3K
|
4.83K
$746K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
462+ 1.79% |
$51.5K - $59K
|
26.3K
$4.05M
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
459+ 1.72% |
$51.2K - $58.6K
|
27.2K
$4.19M
|