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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.09K+ 2.3% |
$337K - $398K
|
138K
$21.2M
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.05K+ 1.71% |
$332K - $393K
|
181K
$27.9M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.04K+ 1155.89% |
$331K - $392K
|
3.3K
$510K
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.03K+ 9.09% |
$330K - $390K
|
36.4K
$5.61M
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
3.01K+ 8.97% |
$328K - $388K
|
36.6K
$5.64M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.01KNew |
$328K - $388K
|
3.01K
$464K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 18.27% |
$321K - $380K
|
19.1K
$2.95M
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.95KNew |
$321K - $380K
|
2.95K
$455K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.94K+ 40.29% |
$320K - $379K
|
10.2K
$1.58M
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.92K+ 1.79% |
$318K - $376K
|
166K
$25.6M
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.89KNew |
$315K - $373K
|
2.89K
$446K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.89K+ 36125.0% |
$315K - $372K
|
2.9K
$447K
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.87KNew |
$313K - $370K
|
2.87K
$443K
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.81K+ 13.83% |
$306K - $362K
|
23.1K
$3.57M
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.77K+ 13.6% |
$301K - $356K
|
23.1K
$3.57M
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.73K+ 5.07% |
$297K - $352K
|
56.6K
$8.73M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.71K+ 0.56% |
$295K - $349K
|
483K
$74.5M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.67KNew |
$290K - $344K
|
2.67K
$412K
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.61KNew |
$285K - $337K
|
2.61K
$403K
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.61KNew |
$284K - $335K
|
2.61K
$402K
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.58K+ 0.17% |
$281K - $333K
|
1.5M
$231M
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.56KNew |
$279K - $330K
|
2.56K
$395K
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.55K+ 40.14% |
$277K - $328K
|
8.89K
$1.37M
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.53KNew |
$275K - $325K
|
2.53K
$390K
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.52KNew |
$274K - $325K
|
2.52K
$389K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.51K+ 8.62% |
$274K - $324K
|
31.7K
$4.89M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2.51K+ 17.49% |
$273K - $323K
|
16.8K
$2.6M
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.45KNew |
$267K - $316K
|
2.45K
$378K
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.43K+ 30.63% |
$265K - $313K
|
10.4K
$1.6M
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.4KNew |
$261K - $309K
|
2.4K
$370K
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.38K+ 4.1% |
$259K - $307K
|
60.4K
$9.32M
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.37K+ 4.84% |
$258K - $305K
|
51.2K
$7.9M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.36KNew |
$257K - $304K
|
2.36K
$364K
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.36KNew |
$257K - $304K
|
2.36K
$364K
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.32KNew |
$252K - $298K
|
2.32K
$357K
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.31K+ 19.74% |
$251K - $297K
|
14K
$2.16M
|
|
Feb 02, 2024
Q4 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
2.27K+ 3.57% |
$247K - $292K
|
65.8K
$10.1M
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.25KNew |
$245K - $290K
|
2.25K
$347K
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.24K+ 1.96% |
$244K - $289K
|
117K
$18M
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.24K+ 1171.73% |
$244K - $288K
|
2.43K
$375K
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.17KNew |
$236K - $279K
|
2.17K
$334K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.17K+ 23.66% |
$236K - $279K
|
11.3K
$1.75M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.15K+ 53.93% |
$234K - $277K
|
6.14K
$948K
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.15KNew |
$234K - $277K
|
2.15K
$332K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.12KNew |
$230K - $273K
|
2.12K
$326K
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.11K+ 28.13% |
$230K - $272K
|
9.61K
$1.48M
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.1K+ 7.02% |
$229K - $270K
|
32K
$4.94M
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.1KNew |
$228K - $270K
|
2.1K
$323K
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.09K+ 12.63% |
$228K - $269K
|
18.6K
$2.88M
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.07K+ 6.19% |
$226K - $267K
|
35.6K
$5.48M
|