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
|
Maryland State Retirement & Pension System
|
BUY
|
- |
469+ 1.91% |
$51.1K - $60.4K
|
25.1K
$3.87M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
468+ 44.78% |
$50.9K - $60.3K
|
1.51K
$233K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
467+ 10.13% |
$50.8K - $60.1K
|
5.08K
$783K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
464+ 1.12% |
$50.5K - $59.8K
|
42.1K
$6.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
459New |
$50K - $59.1K
|
459
$70.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
455+ 15.89% |
$49.5K - $58.6K
|
3.32K
$512K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450New |
$49K - $58K
|
450
$69.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
449New |
$48.9K - $57.8K
|
449
$69.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
447+ 5.23% |
$48.7K - $57.6K
|
9K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
446+ 1.51% |
$48.6K - $57.4K
|
30K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
440+ 2.85% |
$47.9K - $56.7K
|
15.9K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
422+ 2.38% |
$45.9K - $54.3K
|
18.2K
$2.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
421+ 0.86% |
$45.8K - $54.2K
|
49.4K
$7.62M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
417+ 31.1% |
$45.4K - $53.7K
|
1.76K
$271K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
415+ 55.11% |
$45.2K - $53.4K
|
1.17K
$180K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
413+ 6.69% |
$45K - $53.2K
|
6.58K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
404New |
$44K - $52K
|
404
$62.3K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.42% |
$43.5K - $51.5K
|
96.4K
$14.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
400+ 6.62% |
$43.5K - $51.5K
|
6.44K
$993K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
400+ 0.8% |
$43.5K - $51.5K
|
50.2K
$7.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
397+ 2.45% |
$43.2K - $51.1K
|
16.6K
$2.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
396+ 15.05% |
$43.1K - $51K
|
3.03K
$467K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
390+ 5.61% |
$42.5K - $50.2K
|
7.34K
$1.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
389+ 3.48% |
$42.3K - $50.1K
|
11.6K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
389+ 2.24% |
$42.3K - $50.1K
|
17.8K
$2.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
387New |
$42.1K - $49.8K
|
387
$59.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
386+ 632.79% |
$42K - $49.7K
|
447
$69K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
381New |
$41.5K - $49.1K
|
381
$58.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
374+ 4.39% |
$40.7K - $48.2K
|
8.9K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
371+ 6.22% |
$40.4K - $47.8K
|
6.34K
$977K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
367+ 5.8% |
$40K - $47.3K
|
6.7K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
366+ 2.61% |
$39.8K - $47.1K
|
14.4K
$2.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
357+ 4.15% |
$38.9K - $46K
|
8.96K
$1.38M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
354+ 9.38% |
$38.5K - $45.6K
|
4.13K
$637K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
350+ 8.33% |
$38.1K - $45.1K
|
4.55K
$702K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
349+ 8.19% |
$38K - $44.9K
|
4.61K
$711K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
342New |
$37.2K - $44K
|
342
$52.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
340New |
$37K - $43.8K
|
340
$52.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
339New |
$36.9K - $43.7K
|
339
$52.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
336New |
$36.6K - $43.3K
|
336
$51.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
335+ 16.77% |
$36.5K - $43.1K
|
2.33K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
335New |
$36.5K - $43.1K
|
335
$51.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
332+ 126.24% |
$36.1K - $42.8K
|
595
$91.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
327+ 6.23% |
$35.6K - $42.1K
|
5.57K
$860K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
323+ 1.35% |
$35.2K - $41.6K
|
24.2K
$3.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
319+ 4.89% |
$34.7K - $41.1K
|
6.84K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
317+ 2.25% |
$34.5K - $40.8K
|
14.4K
$2.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
300+ 5.66% |
$32.7K - $38.6K
|
5.6K
$864K
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
298+ 9.29% |
$32.4K - $38.4K
|
3.51K
$541K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
298+ 100.0% |
$32.4K - $38.4K
|
596
$92K
|