Purchases and Sales Made in Q4 2025 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q4 2025. 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 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.45K+ 39.87% |
$161K - $186K
|
5.08K
$569K
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.4K+ 42.87% |
$156K - $180K
|
4.67K
$524K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.36K+ 11.77% |
$151K - $174K
|
12.9K
$1.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1.31K+ 31.89% |
$146K - $169K
|
5.43K
$609K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.3K+ 5.6% |
$144K - $167K
|
24.5K
$2.75M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.28KNew |
$143K - $165K
|
1.28K
$144K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.09K+ 39.75% |
$121K - $140K
|
3.83K
$430K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.08K+ 3.38% |
$120K - $139K
|
33K
$3.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.03K+ 3.0% |
$114K - $132K
|
35.2K
$3.95M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1K+ 63.65% |
$111K - $129K
|
2.57K
$288K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
938+ 11.23% |
$104K - $121K
|
9.29K
$1.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
701+ 9.97% |
$77.9K - $90.1K
|
7.73K
$866K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
658+ 5.98% |
$73.1K - $84.6K
|
11.7K
$1.31M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
630+ 26.55% |
$70K - $81K
|
3K
$337K
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
618+ 3.16% |
$68.6K - $79.5K
|
20.2K
$2.26M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
544+ 12.03% |
$60.4K - $70K
|
5.07K
$568K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
530+ 1.61% |
$58.9K - $68.2K
|
33.5K
$3.75M
|
|
|
Jan 13, 2026
Q4 2025
|
Albert D Mason Inc
|
BUY
|
- |
500+ 6.58% |
$55.5K - $64.3K
|
8.1K
$908K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
456+ 12.91% |
$50.7K - $58.6K
|
3.99K
$447K
|
|
|
Jan 16, 2026
Q4 2025
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
443+ 0.75% |
$49.2K - $57K
|
59.9K
$6.71M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
414+ 14.94% |
$46K - $53.2K
|
3.19K
$357K
|
|
|
Jan 26, 2026
Q4 2025
|
Welch Group, LLC
|
BUY
|
- |
408+ 0.1% |
$45.3K - $52.5K
|
407K
$45.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
390+ 10.62% |
$43.3K - $50.2K
|
4.06K
$455K
|
|
|
Jan 26, 2026
Q4 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
389+ 1.8% |
$43.2K - $50K
|
22K
$2.47M
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
340+ 21.24% |
$37.8K - $43.7K
|
1.94K
$218K
|
|
|
Jan 15, 2026
Q4 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
317+ 13.06% |
$35.2K - $40.8K
|
2.75K
$308K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
300New |
$33.3K - $38.6K
|
300
$33.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
297+ 4.59% |
$33K - $38.2K
|
6.77K
$759K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
295+ 7.76% |
$32.8K - $37.9K
|
4.1K
$459K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
269+ 8.32% |
$29.9K - $34.6K
|
3.5K
$392K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
242+ 8.36% |
$26.9K - $31.1K
|
3.14K
$352K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
226+ 0.29% |
$25.1K - $29.1K
|
78.8K
$8.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
220New |
$24.4K - $28.3K
|
220
$24.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
217New |
$24.1K - $27.9K
|
217
$24.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
211+ 0.79% |
$23.4K - $27.1K
|
26.9K
$3.02M
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
206+ 2.34% |
$22.9K - $26.5K
|
9K
$1.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
191+ 5.91% |
$21.2K - $24.6K
|
3.43K
$384K
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
176+ 5.54% |
$19.6K - $22.6K
|
3.35K
$376K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
165+ 1.67% |
$18.3K - $21.2K
|
10K
$1.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
158+ 4.39% |
$17.6K - $20.3K
|
3.76K
$421K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
153+ 59.3% |
$17K - $19.7K
|
411
$46.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
150+ 10.11% |
$16.7K - $19.3K
|
1.63K
$183K
|
|
|
Jan 26, 2026
Q4 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
150+ 5.63% |
$16.7K - $19.3K
|
2.82K
$316K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
149+ 6.94% |
$16.6K - $19.2K
|
2.3K
$257K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
118+ 6.75% |
$13.1K - $15.2K
|
1.87K
$209K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
110+ 3.29% |
$12.2K - $14.1K
|
3.45K
$387K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
109+ 1.42% |
$12.1K - $14K
|
7.77K
$871K
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
BUY
|
- |
103+ 0.81% |
$11.4K - $13.2K
|
12.8K
$1.44M
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
95+ 1.66% |
$10.6K - $12.2K
|
5.83K
$654K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
86+ 1.49% |
$9.55K - $11.1K
|
5.84K
$655K
|
|