Purchases and Sales Made in Q3 2024 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
5+ 0.82% |
$581 - $676
|
615
$91.3K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
4+ 0.03% |
$465 - $541
|
12.9K
$1.91M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.22% |
$465 - $541
|
1.86K
$277K
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
4+ 0.04% |
$465 - $541
|
11.4K
$1.69M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.17% |
$465 - $541
|
2.36K
$351K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4+ 0.12% |
$465 - $541
|
3.45K
$513K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3+ 0.17% |
$349 - $406
|
1.73K
$257K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.34% |
$349 - $406
|
887
$132K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.93% |
$349 - $406
|
325
$48.3K
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.76% |
$349 - $406
|
400
$59.4K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 42.86% |
$349 - $406
|
10
$1.49K
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.15% |
$349 - $406
|
2.04K
$303K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.86% |
$349 - $406
|
353
$52.4K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.22% |
$232 - $270
|
898
$133K
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.63% |
$232 - $270
|
322
$47.8K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.87% |
$232 - $270
|
231
$34.3K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2+ 0.07% |
$232 - $270
|
2.82K
$419K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.69% |
$232 - $270
|
291
$43.2K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.77% |
$232 - $270
|
262
$38.9K
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.01% |
$232 - $270
|
16.8K
$2.49M
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.07% |
$232 - $270
|
3.01K
$447K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 2.7% |
$232 - $270
|
76
$11.3K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$116 - $135
|
1
$149
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$116 - $135
|
1.94K
$288K
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.41% |
$116 - $135
|
72
$10.7K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.54% |
$116 - $135
|
185
$27.5K
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.11% |
$116 - $135
|
911
$135K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 2.56% |
$116 - $135
|
40
$5.94K
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 0.05% |
$116 - $135
|
1.95K
$290K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.86% |
$116 - $135
|
117
$17.4K
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1+ 0.05% |
$116 - $135
|
1.83K
$271K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$116 - $135
|
7.66K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $135
|
2.28K
$339K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.02% |
$116 - $135
|
4.92K
$731K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.04% |
$116 - $135
|
2.53K
$375K
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1- 0.01% |
$116 - $135
|
7.92K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$116 - $135
|
115K
$17.1M
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-2- 0.02% |
$232 - $270
|
11K
$1.63M
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-2- 0.04% |
$232 - $270
|
4.59K
$682K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.29% |
$232 - $270
|
676
$100K
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2- 0.1% |
$232 - $270
|
1.99K
$295K
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2- 0.05% |
$232 - $270
|
3.81K
$566K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 0.74% |
$349 - $406
|
403
$59.8K
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3- 0.13% |
$349 - $406
|
2.25K
$334K
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-4- 0.02% |
$465 - $541
|
19.6K
$2.9M
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-4- 0.11% |
$465 - $541
|
3.66K
$544K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-4- 0.13% |
$465 - $541
|
3.06K
$454K
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-5- 0.17% |
$581 - $676
|
3.02K
$448K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5- 0.14% |
$581 - $676
|
3.69K
$548K
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-6- 0.28% |
$697 - $811
|
2.17K
$323K
|