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 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
41+ 1.15% |
$4.55K - $5.27K
|
3.62K
$405K
|
|
|
Jan 23, 2026
Q4 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
38+ 0.19% |
$4.22K - $4.89K
|
19.9K
$2.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
37+ 35.58% |
$4.11K - $4.76K
|
141
$15.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
37+ 1.93% |
$4.11K - $4.76K
|
1.96K
$220K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
37+ 1.48% |
$4.11K - $4.76K
|
2.54K
$285K
|
|
|
Jan 26, 2026
Q4 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
31New |
$3.44K - $3.99K
|
31
$3.48K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
30+ 0.85% |
$3.33K - $3.86K
|
3.57K
$400K
|
|
|
Jan 26, 2026
Q4 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
28+ 2.21% |
$3.11K - $3.6K
|
1.29K
$145K
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
26+ 2.71% |
$2.89K - $3.34K
|
984
$110K
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
24+ 20.69% |
$2.67K - $3.09K
|
140
$15.7K
|
|
|
Jan 28, 2026
Q4 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
22+ 5.54% |
$2.44K - $2.83K
|
419
$47K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 45.65% |
$2.33K - $2.7K
|
67
$7.51K
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
21+ 0.89% |
$2.33K - $2.7K
|
2.39K
$268K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 1.43% |
$2.33K - $2.7K
|
1.49K
$167K
|
|
|
Jan 23, 2026
Q4 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
20+ 0.94% |
$2.22K - $2.57K
|
2.15K
$241K
|
|
|
Jan 23, 2026
Q4 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
18New |
$2K - $2.31K
|
18
$2.02K
|
|
|
Jan 28, 2026
Q4 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
18+ 1.0% |
$2K - $2.31K
|
1.82K
$204K
|
|
|
Jan 28, 2026
Q4 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
17+ 1.03% |
$1.89K - $2.19K
|
1.67K
$187K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
16+ 400.0% |
$1.78K - $2.06K
|
20
$2.24K
|
|
|
Jan 29, 2026
Q4 2025
|
S.A. Mason LLC
|
BUY
|
- |
13+ 0.18% |
$1.44K - $1.67K
|
7.43K
$832K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
12+ 9.6% |
$1.33K - $1.54K
|
137
$15.4K
|
|
|
Jan 28, 2026
Q4 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
12New |
$1.33K - $1.54K
|
12
$1.35K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 0.96% |
$1.11K - $1.29K
|
1.05K
$118K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
9+ 3.31% |
$1K - $1.16K
|
281
$31.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
8+ 3.04% |
$889 - $1.03K
|
271
$30.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$889 - $1.03K
|
8
$897
|
|
|
Jan 27, 2026
Q4 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
8+ 0.43% |
$889 - $1.03K
|
1.85K
$207K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 26.92% |
$778 - $900
|
33
$3.7K
|
|
|
Jan 26, 2026
Q4 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
6+ 0.26% |
$666 - $772
|
2.3K
$258K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.69% |
$666 - $772
|
872
$97.8K
|
|
|
Jan 29, 2026
Q4 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6+ 10.71% |
$666 - $772
|
62
$6.95K
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.52% |
$666 - $772
|
400
$44.8K
|
|
|
Jan 28, 2026
Q4 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6New |
$666 - $772
|
6
$673
|
|
|
Jan 28, 2026
Q4 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3New |
$333 - $386
|
3
$336
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3+ 0.16% |
$333 - $386
|
1.89K
$212K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2New |
$222 - $257
|
2
$224
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.1% |
$222 - $257
|
1.97K
$221K
|
|
|
Jan 28, 2026
Q4 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2+ 11.11% |
$222 - $257
|
20
$2.24K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.56% |
$222 - $257
|
356
$39.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 3.03% |
$111 - $129
|
34
$3.81K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.33% |
$111 - $129
|
44
$4.93K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1New |
$111 - $129
|
1
$112
|
|
|
Jan 29, 2026
Q4 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1+ 0.05% |
$111 - $129
|
1.83K
$205K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.02% |
$111 - $129
|
99
$11.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.62% |
$111 - $129
|
163
$18.3K
|
|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 3.57% |
$111 - $129
|
27
$3.03K
|
|
|
Jan 23, 2026
Q4 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-2- 0.02% |
$222 - $257
|
8.17K
$916K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 0.3% |
$444 - $514
|
1.34K
$150K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 14.81% |
$444 - $514
|
23
$2.58K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5- 0.26% |
$555 - $643
|
1.89K
$211K
|
|