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
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.05KNew |
$223K - $263K
|
2.05K
$316K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.03K+ 1.5% |
$221K - $262K
|
137K
$21.2M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.03KNew |
$221K - $261K
|
2.03K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.03KNew |
$221K - $261K
|
2.03K
$313K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
2.02KNew |
$220K - $260K
|
2.02K
$311K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.01K+ 7.62% |
$218K - $258K
|
28.3K
$4.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.99KNew |
$217K - $257K
|
1.99K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$217K - $256K
|
1.99K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.98KNew |
$216K - $255K
|
1.98K
$306K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.96KNew |
$213K - $252K
|
1.96K
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.94KNew |
$211K - $250K
|
1.94K
$299K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.94KNew |
$211K - $249K
|
1.94K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.94KNew |
$211K - $249K
|
1.94K
$299K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.92KNew |
$209K - $247K
|
1.92K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 99.0% |
$206K - $243K
|
3.8K
$586K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.88KNew |
$204K - $241K
|
1.88K
$289K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.86K+ 6.49% |
$203K - $240K
|
30.6K
$4.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.85KNew |
$202K - $239K
|
1.85K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.84KNew |
$200K - $236K
|
1.84K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.81KNew |
$197K - $233K
|
1.81K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.8KNew |
$196K - $232K
|
1.8K
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.8KNew |
$196K - $231K
|
1.8K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.79KNew |
$195K - $230K
|
1.79K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.78K+ 26.58% |
$194K - $230K
|
8.5K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.78K+ 0.91% |
$194K - $229K
|
198K
$30.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
1.78K+ 10.46% |
$193K - $229K
|
18.8K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
1.76KNew |
$192K - $227K
|
1.76K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.76KNew |
$191K - $227K
|
1.76K
$271K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.72KNew |
$187K - $222K
|
1.72K
$266K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.72KNew |
$187K - $222K
|
1.72K
$265K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.71KNew |
$187K - $221K
|
1.71K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.71KNew |
$186K - $220K
|
1.71K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.71KNew |
$186K - $220K
|
1.71K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.69K+ 1.49% |
$184K - $218K
|
116K
$17.8M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.69KNew |
$184K - $218K
|
1.69K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.69KNew |
$184K - $217K
|
1.69K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.68K+ 59.4% |
$183K - $216K
|
4.5K
$695K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.63KNew |
$177K - $210K
|
1.63K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.6K+ 2.33% |
$174K - $206K
|
70.3K
$10.9M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.6KNew |
$174K - $205K
|
1.6K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.59K+ 8.84% |
$173K - $205K
|
19.6K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.59K+ 19.8% |
$173K - $204K
|
9.6K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.57K+ 37.32% |
$170K - $202K
|
5.76K
$889K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.56K+ 25.37% |
$170K - $201K
|
7.72K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.55KNew |
$169K - $200K
|
1.55K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.54K+ 35.3% |
$168K - $199K
|
5.91K
$912K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.54K+ 7.13% |
$167K - $198K
|
23.1K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.54K+ 61.28% |
$167K - $198K
|
4.05K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.54K+ 61.28% |
$167K - $198K
|
4.05K
$624K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.52K+ 28.65% |
$165K - $196K
|
6.83K
$1.05M
|