Purchases and Sales Made in Q4 2024 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q4 2024. 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, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
19+ 0.61% |
$2.58K - $2.83K
|
3.12K
$463K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19+ 0.09% |
$2.58K - $2.83K
|
22.2K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
19+ 0.65% |
$2.58K - $2.83K
|
2.96K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
19+ 0.34% |
$2.58K - $2.83K
|
5.61K
$833K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
18+ 0.9% |
$2.45K - $2.68K
|
2.01K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
18+ 0.42% |
$2.45K - $2.68K
|
4.3K
$639K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17New |
$2.31K - $2.53K
|
17
$2.52K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
17+ 0.69% |
$2.31K - $2.53K
|
2.48K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17+ 0.66% |
$2.31K - $2.53K
|
2.59K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17+ 0.31% |
$2.31K - $2.53K
|
5.52K
$819K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16+ 64.0% |
$2.17K - $2.38K
|
41
$6.09K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
16+ 0.56% |
$2.17K - $2.38K
|
2.87K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
16New |
$2.17K - $2.38K
|
16
$2.38K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
15+ 0.46% |
$2.04K - $2.23K
|
3.26K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$2.04K - $2.23K
|
15
$2.23K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
15+ 1.67% |
$2.04K - $2.23K
|
913
$136K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 2.57% |
$2.04K - $2.23K
|
599
$89K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.48% |
$2.04K - $2.23K
|
3.12K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
15+ 0.53% |
$2.04K - $2.23K
|
2.83K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
15+ 0.64% |
$2.04K - $2.23K
|
2.35K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.15% |
$1.9K - $2.08K
|
9.07K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
14New |
$1.9K - $2.08K
|
14
$2.08K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.86% |
$1.77K - $1.93K
|
1.53K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.13% |
$1.77K - $1.93K
|
10.2K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
12+ 0.01% |
$1.63K - $1.78K
|
87.3K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
11+ 0.4% |
$1.49K - $1.64K
|
2.78K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
11+ 0.72% |
$1.49K - $1.64K
|
1.55K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
11+ 0.04% |
$1.49K - $1.64K
|
26.8K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
11+ 0.5% |
$1.49K - $1.64K
|
2.21K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
11New |
$1.49K - $1.64K
|
11
$1.63K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 0.28% |
$1.36K - $1.49K
|
3.64K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10New |
$1.36K - $1.49K
|
10
$1.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
10New |
$1.36K - $1.49K
|
10
$1.49K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8+ 12.12% |
$1.09K - $1.19K
|
74
$11K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
8+ 0.06% |
$1.09K - $1.19K
|
12.9K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 1.78% |
$1.09K - $1.19K
|
458
$68K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 7.27% |
$1.09K - $1.19K
|
118
$17.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8+ 0.49% |
$1.09K - $1.19K
|
1.63K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
8+ 0.34% |
$1.09K - $1.19K
|
2.37K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
8New |
$1.09K - $1.19K
|
8
$1.19K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.04% |
$951 - $1.04K
|
17.2K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
7+ 0.32% |
$951 - $1.04K
|
2.18K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
7+ 0.09% |
$951 - $1.04K
|
7.93K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7+ 0.33% |
$951 - $1.04K
|
2.14K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 5.07% |
$951 - $1.04K
|
145
$21.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$815 - $892
|
1.61K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 18.18% |
$815 - $892
|
39
$5.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 60.0% |
$815 - $892
|
16
$2.38K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.12% |
$815 - $892
|
5.15K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 46.15% |
$815 - $892
|
19
$2.82K
|