Purchases and Sales Made in Q4 2023 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.56K+ 7.23% |
$605K - $715K
|
82.4K
$12.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.53K+ 3.44% |
$602K - $712K
|
166K
$25.7M
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
BUY
|
- |
5.47K+ 16.97% |
$595K - $704K
|
37.7K
$5.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.45K+ 1.11% |
$593K - $702K
|
496K
$76.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.45K+ 29.28% |
$593K - $702K
|
24.1K
$3.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
5.4K+ 5.31% |
$588K - $695K
|
107K
$16.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.4K+ 3.58% |
$588K - $695K
|
156K
$24.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
5.23K+ 1.33% |
$569K - $673K
|
398K
$61.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5.14K+ 2.8% |
$560K - $662K
|
189K
$29.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
5.11KNew |
$556K - $658K
|
5.11K
$789K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
5.1K+ 11.49% |
$555K - $657K
|
49.5K
$7.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5K+ 27.82% |
$544K - $644K
|
23K
$3.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
4.96K+ 6.15% |
$540K - $639K
|
85.7K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.96K+ 139.81% |
$540K - $639K
|
8.51K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
4.88K+ 76.8% |
$531K - $628K
|
11.2K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.73K+ 10.94% |
$515K - $610K
|
48K
$7.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
4.57KNew |
$498K - $589K
|
4.57K
$705K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
4.53K+ 6.85% |
$493K - $583K
|
70.6K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.49K+ 29.73% |
$489K - $578K
|
19.6K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.44KNew |
$483K - $572K
|
4.44K
$685K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.42KNew |
$482K - $570K
|
4.42K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.27K+ 8.26% |
$465K - $550K
|
56K
$8.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.25KNew |
$463K - $548K
|
4.25K
$656K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.18K+ 6.06% |
$455K - $538K
|
73.1K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
3.99KNew |
$435K - $514K
|
3.99K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.93KNew |
$427K - $506K
|
3.93K
$606K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.85K+ 13.17% |
$419K - $496K
|
33.1K
$5.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3.85KNew |
$419K - $495K
|
3.85K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.8K+ 9.4% |
$414K - $489K
|
44.2K
$6.83M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.79KNew |
$413K - $489K
|
3.79K
$585K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.79K+ 0.88% |
$412K - $487K
|
436K
$67.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.76K+ 45.06% |
$410K - $485K
|
12.1K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
3.76KNew |
$409K - $484K
|
3.76K
$580K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.73KNew |
$406K - $480K
|
3.73K
$575K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.66KNew |
$398K - $471K
|
3.66K
$564K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.61KNew |
$392K - $464K
|
3.61K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.55K+ 156.09% |
$386K - $457K
|
5.82K
$898K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.53K+ 188.11% |
$384K - $454K
|
5.4K
$833K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.51K+ 0.52% |
$382K - $452K
|
680K
$105M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
3.46K+ 2.11% |
$376K - $445K
|
168K
$25.8M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.45K+ 5.07% |
$376K - $445K
|
71.5K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.45K+ 7.98% |
$375K - $444K
|
46.7K
$7.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.41KNew |
$371K - $439K
|
3.41K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.32K+ 41.7% |
$362K - $428K
|
11.3K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.27K+ 4.3% |
$356K - $421K
|
79.2K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
3.2K+ 1.49% |
$349K - $413K
|
218K
$33.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.19KNew |
$347K - $410K
|
3.19K
$491K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.15K+ 2.56% |
$343K - $406K
|
126K
$19.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.13KNew |
$341K - $403K
|
3.13K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.12K+ 30.48% |
$340K - $402K
|
13.4K
$2.06M
|