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 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.5K+ 2.16% |
$164K - $194K
|
71K
$11M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
1.44K+ 4.58% |
$156K - $185K
|
32.7K
$5.05M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.44K+ 30.3% |
$156K - $185K
|
6.17K
$952K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.42K+ 9.51% |
$155K - $183K
|
16.4K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.38K+ 3.08% |
$150K - $177K
|
46.1K
$7.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.36KNew |
$148K - $175K
|
1.36K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.33K+ 4.9% |
$145K - $171K
|
28.5K
$4.4M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.32K+ 9.56% |
$143K - $169K
|
15.1K
$2.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.29K+ 6.52% |
$141K - $167K
|
21.1K
$3.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.29K+ 4.03% |
$141K - $167K
|
33.4K
$5.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.27K+ 13.74% |
$138K - $164K
|
10.5K
$1.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.27KNew |
$138K - $163K
|
1.27K
$196K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 64.04% |
$138K - $163K
|
3.24K
$500K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.26K+ 41.11% |
$137K - $163K
|
4.34K
$669K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.26K+ 12.13% |
$137K - $162K
|
11.6K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.24K+ 13.79% |
$135K - $159K
|
10.2K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.21K+ 7.93% |
$132K - $156K
|
16.5K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.21K+ 237.67% |
$131K - $155K
|
1.71K
$264K
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
1.2KNew |
$131K - $155K
|
1.2K
$185K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.19KNew |
$129K - $153K
|
1.19K
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.18K+ 14.5% |
$129K - $152K
|
9.33K
$1.44M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
1.18K+ 21.5% |
$128K - $151K
|
6.65K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.17K+ 2588.89% |
$127K - $150K
|
1.21K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.16K+ 1.49% |
$126K - $149K
|
78.7K
$12.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.13K+ 1.09% |
$123K - $145K
|
104K
$16.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.11K+ 2.97% |
$121K - $143K
|
38.4K
$5.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
1.11K+ 2.63% |
$120K - $142K
|
43.2K
$6.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.1K+ 0.08% |
$120K - $142K
|
1.36M
$211M
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
BUY
|
- |
1.08K+ 8.9% |
$117K - $139K
|
13.2K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.04K+ 9.43% |
$113K - $134K
|
12.1K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.01K+ 0.94% |
$109K - $129K
|
108K
$16.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
1K+ 1.15% |
$109K - $129K
|
87.7K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$109K - $129K
|
1K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
1K+ 3.89% |
$109K - $129K
|
26.7K
$4.12M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1K+ 22.68% |
$109K - $129K
|
5.41K
$835K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
980+ 1.34% |
$107K - $126K
|
73.9K
$11.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
978+ 5.99% |
$106K - $126K
|
17.3K
$2.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
972New |
$106K - $125K
|
972
$150K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
960+ 0.68% |
$105K - $124K
|
141K
$21.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
950+ 8.5% |
$103K - $122K
|
12.1K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
928+ 2.87% |
$101K - $120K
|
33.2K
$5.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
926+ 7.96% |
$101K - $119K
|
12.6K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
926+ 2.72% |
$101K - $119K
|
35K
$5.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
912+ 5.92% |
$99.3K - $117K
|
16.3K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
906+ 4.27% |
$98.6K - $117K
|
22.1K
$3.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
881+ 22.91% |
$95.9K - $113K
|
4.73K
$729K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
870+ 37.69% |
$94.7K - $112K
|
3.18K
$490K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
859+ 19.66% |
$93.5K - $111K
|
5.23K
$807K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
840+ 2.45% |
$91.4K - $108K
|
35.2K
$5.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
840+ 13.61% |
$91.4K - $108K
|
7.01K
$1.08M
|