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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
864+ 38.83% |
$117K - $129K
|
3.09K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
850+ 1.61% |
$115K - $126K
|
53.6K
$7.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
834+ 5.56% |
$113K - $124K
|
15.8K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
830+ 8.12% |
$113K - $123K
|
11K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
823+ 3.3% |
$112K - $122K
|
25.8K
$3.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
783+ 31.43% |
$106K - $116K
|
3.27K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
780+ 50.62% |
$106K - $116K
|
2.32K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
769+ 7.11% |
$104K - $114K
|
11.6K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
761+ 3.13% |
$103K - $113K
|
25.1K
$3.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
754+ 14.54% |
$102K - $112K
|
5.94K
$882K
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
728+ 3.38% |
$98.9K - $108K
|
22.3K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
723+ 7.67% |
$98.2K - $108K
|
10.1K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
712+ 12.6% |
$96.7K - $106K
|
6.37K
$945K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
711+ 28.96% |
$96.6K - $106K
|
3.17K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
708+ 15.23% |
$96.2K - $105K
|
5.36K
$795K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
697+ 21.61% |
$94.7K - $104K
|
3.92K
$583K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
678+ 11.02% |
$92.1K - $101K
|
6.83K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
670New |
$91K - $99.6K
|
670
$99.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
669+ 36.9% |
$90.9K - $99.5K
|
2.48K
$369K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
668+ 53.4% |
$90.8K - $99.4K
|
1.92K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
662+ 4.8% |
$89.9K - $98.5K
|
14.4K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
658+ 27.83% |
$89.4K - $97.9K
|
3.02K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
652+ 4.65% |
$88.6K - $97K
|
14.7K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
631+ 14.98% |
$85.7K - $93.8K
|
4.84K
$719K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
624+ 3.28% |
$84.8K - $92.8K
|
19.6K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
620+ 0.65% |
$84.2K - $92.2K
|
95.4K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
614+ 1.68% |
$83.4K - $91.3K
|
37.1K
$5.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
601+ 1.84% |
$81.7K - $89.4K
|
33.3K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
600New |
$81.5K - $89.2K
|
600
$89.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
590+ 1.81% |
$80.2K - $87.8K
|
33.2K
$4.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
581+ 0.94% |
$78.9K - $86.4K
|
62.6K
$9.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
580+ 34.46% |
$78.8K - $86.3K
|
2.26K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
580+ 1.5% |
$78.8K - $86.3K
|
39.3K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
576+ 3.37% |
$78.3K - $85.7K
|
17.7K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
554+ 7.34% |
$75.3K - $82.4K
|
8.1K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
541+ 1.69% |
$73.5K - $80.5K
|
32.5K
$4.82M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
540+ 337.5% |
$73.4K - $80.3K
|
700
$104K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
534+ 1.53% |
$72.5K - $79.4K
|
35.5K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
530+ 10.55% |
$72K - $78.8K
|
5.55K
$825K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
522New |
$70.9K - $77.6K
|
522
$77.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
515New |
$70K - $76.6K
|
515
$76.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
509+ 10.6% |
$69.2K - $75.7K
|
5.31K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
502+ 3.49% |
$68.2K - $74.7K
|
14.9K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
500New |
$67.9K - $74.4K
|
500
$74.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
500+ 28.77% |
$67.9K - $74.4K
|
2.24K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
500+ 25.04% |
$67.9K - $74.4K
|
2.5K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
495+ 3.17% |
$67.3K - $73.6K
|
16.1K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
490+ 2.51% |
$66.6K - $72.9K
|
20K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
486New |
$66K - $72.3K
|
486
$72.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
480+ 2.4% |
$65.2K - $71.4K
|
20.5K
$3.04M
|