Purchases and Sales Made in Q4 2022 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q4 2022. 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 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.66KNew |
$287K - $334K
|
2.66K
$410K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.65K+ 29.96% |
$286K - $333K
|
11.5K
$1.77M
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.6K+ 8.98% |
$281K - $328K
|
31.6K
$4.87M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.6K+ 4.72% |
$280K - $327K
|
57.6K
$8.89M
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.59KNew |
$280K - $327K
|
2.59K
$400K
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.58KNew |
$279K - $326K
|
2.58K
$399K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.57K+ 0.84% |
$278K - $324K
|
308K
$47.5M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.57K+ 13.3% |
$277K - $323K
|
21.8K
$3.37M
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.53K+ 2.67% |
$274K - $319K
|
97.4K
$15M
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.53KNew |
$273K - $319K
|
2.53K
$390K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.48K+ 15.6% |
$268K - $313K
|
18.4K
$2.84M
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
2.44KNew |
$263K - $307K
|
2.44K
$376K
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.44K+ 16.34% |
$263K - $307K
|
17.3K
$2.68M
|
|
Feb 14, 2023
Q4 2022
|
Stf Management LP
Frisco, TX |
BUY
|
- |
2.41KNew |
$260K - $303K
|
2.41K
$371K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.37K+ 22.04% |
$256K - $299K
|
13.1K
$2.03M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.36K+ 3.09% |
$255K - $297K
|
78.7K
$12.1M
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.36KNew |
$255K - $297K
|
2.36K
$364K
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.27KNew |
$245K - $285K
|
2.27K
$349K
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.24K+ 250.06% |
$242K - $282K
|
3.13K
$483K
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.22KNew |
$240K - $280K
|
2.22K
$343K
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.21KNew |
$239K - $278K
|
2.21K
$341K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
2.17KNew |
$235K - $274K
|
2.17K
$335K
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.17K+ 14.43% |
$234K - $273K
|
17.2K
$2.65M
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
2.15K+ 36.6% |
$232K - $271K
|
8.02K
$1.24M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.13KNew |
$230K - $268K
|
2.13K
$328K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.1K+ 9.61% |
$227K - $265K
|
24K
$3.7M
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.08K+ 1.81% |
$225K - $263K
|
117K
$18M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.07K+ 43.15% |
$223K - $260K
|
6.85K
$1.06M
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06KNew |
$223K - $260K
|
2.06K
$318K
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
2.02KNew |
$218K - $254K
|
2.02K
$311K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2KNew |
$216K - $252K
|
2K
$309K
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2K+ 19.67% |
$216K - $252K
|
12.2K
$1.88M
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.99KNew |
$215K - $251K
|
1.99K
$307K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.98KNew |
$213K - $249K
|
1.98K
$305K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.98KNew |
$213K - $249K
|
1.98K
$305K
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
1.95K+ 3.87% |
$210K - $245K
|
52.2K
$8.05M
|
|
Feb 13, 2023
Q4 2022
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
1.92KNew |
$207K - $242K
|
1.92K
$296K
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.88KNew |
$204K - $237K
|
1.88K
$291K
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.88KNew |
$203K - $236K
|
1.88K
$289K
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.84KNew |
$199K - $232K
|
1.84K
$284K
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.82K+ 747.13% |
$197K - $230K
|
2.07K
$319K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$197K - $229K
|
1.82K
$280K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.79K+ 134.56% |
$194K - $226K
|
3.12K
$482K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.79KNew |
$193K - $226K
|
1.79K
$276K
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.79K+ 1.96% |
$193K - $225K
|
93K
$14.3M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.78KNew |
$192K - $224K
|
1.78K
$274K
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.78KNew |
$192K - $224K
|
1.78K
$274K
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.77K+ 17.52% |
$192K - $223K
|
11.9K
$1.84M
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
1.77K+ 12.6% |
$191K - $223K
|
15.8K
$2.44M
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.76KNew |
$191K - $222K
|
1.76K
$272K
|