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 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 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
335+ 39.32% |
$37.2K - $43.1K
|
1.19K
$133K
|
|
|
Jan 28, 2026
Q4 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
329+ 3.06% |
$36.5K - $42.3K
|
11.1K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
317+ 13.06% |
$35.2K - $40.8K
|
2.75K
$308K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
305+ 2.23% |
$33.9K - $39.2K
|
14K
$1.57M
|
|
|
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 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
280New |
$31.1K - $36K
|
280
$31.4K
|
|
|
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 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
256+ 3.2% |
$28.4K - $32.9K
|
8.26K
$926K
|
|
|
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 28, 2026
Q4 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
206+ 1.26% |
$22.9K - $26.5K
|
16.5K
$1.85M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
191+ 5.91% |
$21.2K - $24.6K
|
3.43K
$384K
|
|
|
Jan 28, 2026
Q4 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
178+ 16.81% |
$19.8K - $22.9K
|
1.24K
$139K
|
|
|
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 26, 2026
Q4 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
150+ 5.63% |
$16.7K - $19.3K
|
2.82K
$316K
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
150+ 10.11% |
$16.7K - $19.3K
|
1.63K
$183K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
149+ 6.94% |
$16.6K - $19.2K
|
2.3K
$257K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
138+ 0.53% |
$15.3K - $17.7K
|
26.4K
$2.96M
|
|
|
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 28, 2026
Q4 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
116+ 0.79% |
$12.9K - $14.9K
|
14.7K
$1.65M
|
|
|
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
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
81New |
$9K - $10.4K
|
81
$9.08K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
68+ 0.97% |
$7.55K - $8.74K
|
7.06K
$791K
|
|
|
Jan 28, 2026
Q4 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
62New |
$6.89K - $7.97K
|
62
$6.95K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
60+ 400.0% |
$6.66K - $7.72K
|
75
$8.41K
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
60+ 2.91% |
$6.66K - $7.72K
|
2.12K
$238K
|
|
|
Jan 29, 2026
Q4 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
57New |
$6.33K - $7.33K
|
57
$6.39K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
57+ 2.05% |
$6.33K - $7.33K
|
2.84K
$319K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
51+ 1.86% |
$5.67K - $6.56K
|
2.79K
$313K
|
|
|
Jan 06, 2026
Q4 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 1.06% |
$5.55K - $6.43K
|
4.75K
$532K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
50New |
$5.55K - $6.43K
|
50
$5.61K
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
49+ 1.6% |
$5.44K - $6.3K
|
3.12K
$349K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
41New |
$4.55K - $5.27K
|
41
$4.6K
|
|