Purchases and Sales Made in Q4 2021 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.68KNew |
$308K - $368K
|
2.68K
$397K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.66KNew |
$306K - $365K
|
2.66K
$395K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.62K+ 69.1% |
$301K - $360K
|
6.4K
$951K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.61K+ 4.0% |
$300K - $358K
|
67.8K
$10.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.59KNew |
$298K - $356K
|
2.59K
$385K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
2.59KNew |
$298K - $355K
|
2.59K
$384K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.58KNew |
$296K - $354K
|
2.58K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.53K+ 15.71% |
$291K - $348K
|
18.6K
$2.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.52KNew |
$290K - $346K
|
2.52K
$374K
|
|
|
Feb 11, 2022
Q4 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.5K+ 0.14% |
$288K - $343K
|
1.76M
$261M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.46KNew |
$283K - $338K
|
2.46K
$365K
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.45KNew |
$282K - $336K
|
2.45K
$364K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
2.44KNew |
$280K - $335K
|
2.44K
$362K
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
2.43K+ 2.21% |
$280K - $334K
|
113K
$16.7M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.41K+ 1.28% |
$277K - $331K
|
191K
$28.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.38K+ 8.6% |
$274K - $328K
|
30.1K
$4.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
2.37KNew |
$273K - $326K
|
2.37K
$352K
|
|
|
Feb 09, 2022
Q4 2021
|
Fractal Investments LLC
|
BUY
|
- |
2.33KNew |
$268K - $320K
|
2.33K
$346K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
2.29K+ 109.26% |
$263K - $314K
|
4.38K
$651K
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.29KNew |
$263K - $314K
|
2.29K
$339K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.28KNew |
$262K - $313K
|
2.28K
$339K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.26KNew |
$260K - $311K
|
2.26K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.26KNew |
$260K - $311K
|
2.26K
$336K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.25KNew |
$259K - $309K
|
2.25K
$334K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.24KNew |
$258K - $308K
|
2.24K
$333K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
2.23K+ 318.77% |
$256K - $306K
|
2.92K
$434K
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
BUY
|
- |
2.22KNew |
$255K - $305K
|
2.22K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.22KNew |
$255K - $305K
|
2.22K
$329K
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.2KNew |
$253K - $303K
|
2.2K
$327K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.2KNew |
$253K - $303K
|
2.2K
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.2KNew |
$253K - $302K
|
2.2K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.17KNew |
$250K - $298K
|
2.17K
$322K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.14KNew |
$246K - $294K
|
2.14K
$318K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.13KNew |
$245K - $293K
|
2.13K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.13KNew |
$245K - $293K
|
2.13K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
2.1K+ 0.62% |
$242K - $288K
|
342K
$50.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.09K+ 3.46% |
$241K - $287K
|
62.6K
$9.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$240K - $286K
|
2.08K
$309K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.08KNew |
$239K - $285K
|
2.08K
$308K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.07K+ 3.62% |
$238K - $285K
|
59.3K
$8.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.07KNew |
$238K - $284K
|
2.07K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.06K+ 5.18% |
$237K - $283K
|
41.8K
$6.2M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
2.05KNew |
$236K - $282K
|
2.05K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$235K - $281K
|
2.04K
$303K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.03KNew |
$233K - $279K
|
2.03K
$301K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
2.01KNew |
$231K - $276K
|
2.01K
$298K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.99KNew |
$229K - $274K
|
1.99K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.97KNew |
$227K - $271K
|
1.97K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.97KNew |
$227K - $271K
|
1.97K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.97KNew |
$227K - $271K
|
1.97K
$293K
|