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 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
578+ 1.44% |
$62.5K - $72.8K
|
40.7K
$6.28M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
578+ 28.76% |
$62.5K - $72.8K
|
2.59K
$399K
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
577+ 11.66% |
$62.4K - $72.7K
|
5.53K
$853K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
577+ 2.62% |
$62.4K - $72.7K
|
22.6K
$3.49M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
570New |
$61.6K - $71.8K
|
570
$87.9K
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
560+ 21.33% |
$60.5K - $70.5K
|
3.19K
$492K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
560New |
$60.5K - $70.5K
|
560
$86.4K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
549+ 2.48% |
$59.3K - $69.2K
|
22.7K
$3.5M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
530New |
$57.3K - $66.8K
|
530
$81.8K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
508+ 10.97% |
$54.9K - $64K
|
5.14K
$793K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
506+ 3.46% |
$54.7K - $63.7K
|
15.1K
$2.34M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
503+ 14.18% |
$54.4K - $63.4K
|
4.05K
$625K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
500New |
$54K - $63K
|
500
$77.1K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
500New |
$54K - $63K
|
500
$77.1K
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
498+ 5.19% |
$53.8K - $62.7K
|
10.1K
$1.56M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
497+ 6.96% |
$53.7K - $62.6K
|
7.63K
$1.18M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
496+ 22.96% |
$53.6K - $62.5K
|
2.66K
$410K
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
496+ 22.96% |
$53.6K - $62.5K
|
2.66K
$410K
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
493+ 17.78% |
$53.3K - $62.1K
|
3.27K
$504K
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
489+ 37.02% |
$52.9K - $61.6K
|
1.81K
$279K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
479+ 12.25% |
$51.8K - $60.3K
|
4.39K
$677K
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
469+ 0.59% |
$50.7K - $59.1K
|
80.1K
$12.4M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
467+ 0.47% |
$50.5K - $58.8K
|
101K
$15.5M
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
463+ 12.61% |
$50K - $58.3K
|
4.13K
$638K
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
461+ 6.46% |
$49.8K - $58.1K
|
7.6K
$1.17M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
458+ 4.35% |
$49.5K - $57.7K
|
11K
$1.7M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
452+ 4.36% |
$48.9K - $56.9K
|
10.8K
$1.67M
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
449+ 14.57% |
$48.5K - $56.6K
|
3.53K
$545K
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
448+ 1.11% |
$48.4K - $56.4K
|
40.8K
$6.3M
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
446+ 18.01% |
$48.2K - $56.2K
|
2.92K
$451K
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
442+ 7.71% |
$47.8K - $55.7K
|
6.17K
$952K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
440+ 1.97% |
$47.6K - $55.4K
|
22.8K
$3.52M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
439New |
$47.5K - $55.3K
|
439
$67.7K
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
435+ 26.09% |
$47K - $54.8K
|
2.1K
$324K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
433+ 3.69% |
$46.8K - $54.5K
|
12.2K
$1.88M
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
424New |
$45.8K - $53.4K
|
424
$65.4K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
420New |
$45.4K - $52.9K
|
420
$64.8K
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
416+ 8.79% |
$45K - $52.4K
|
5.15K
$795K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
411New |
$44.4K - $51.8K
|
411
$63.4K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
400New |
$43.2K - $50.4K
|
400
$61.7K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
387+ 3.04% |
$41.8K - $48.8K
|
13.1K
$2.03M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
382+ 4.2% |
$41.3K - $48.1K
|
9.49K
$1.46M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
380New |
$41.1K - $47.9K
|
380
$58.6K
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
378+ 3.58% |
$40.9K - $47.6K
|
10.9K
$1.69M
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
370+ 5.97% |
$40K - $46.6K
|
6.57K
$1.01M
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
365+ 1.26% |
$39.5K - $46K
|
29.4K
$4.54M
|
|
Oct 19, 2023
Q4 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
350+ 1.26% |
$37.8K - $44.1K
|
28K
$4.33M
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
348+ 9.33% |
$37.6K - $43.8K
|
4.08K
$629K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
343+ 5.92% |
$37.1K - $43.2K
|
6.13K
$946K
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
337+ 13.53% |
$36.4K - $42.5K
|
2.83K
$436K
|