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 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 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
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.03% |
$555 - $643
|
16.5K
$1.85M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5- 0.26% |
$555 - $643
|
1.89K
$211K
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-5- 0.13% |
$555 - $643
|
3.71K
$416K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-8- 13.79% |
$889 - $1.03K
|
50
$5.61K
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 0.27% |
$1.11K - $1.29K
|
3.63K
$407K
|
|
|
Jan 26, 2026
Q4 2025
|
Fruth Investment Management
|
SELL
|
- |
-10- 0.41% |
$1.11K - $1.29K
|
2.44K
$274K
|
|
|
Jan 28, 2026
Q4 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-12- 0.42% |
$1.33K - $1.54K
|
2.83K
$317K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-12- 0.24% |
$1.33K - $1.54K
|
4.95K
$555K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-13- 0.58% |
$1.44K - $1.67K
|
2.23K
$250K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-14- 1.0% |
$1.56K - $1.8K
|
1.39K
$156K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14- 0.99% |
$1.56K - $1.8K
|
1.4K
$157K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-14- 0.25% |
$1.56K - $1.8K
|
5.65K
$633K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-15- 2.3% |
$1.67K - $1.93K
|
638
$71.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-15- 13.27% |
$1.67K - $1.93K
|
98
$11K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-16- 0.1% |
$1.78K - $2.06K
|
16.1K
$1.81M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17- 0.57% |
$1.89K - $2.19K
|
2.95K
$330K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-20- 3.48% |
$2.22K - $2.57K
|
555
$62.2K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-23- 56.1% |
$2.55K - $2.96K
|
18
$2.02K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-25- 0.18% |
$2.78K - $3.21K
|
13.9K
$1.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-31- 1.27% |
$3.44K - $3.99K
|
2.4K
$269K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32- 0.14% |
$3.55K - $4.11K
|
22.4K
$2.51M
|
|
|
Jan 21, 2026
Q4 2025
|
Ledyard National Bank
|
SELL
|
- |
-33- 1.59% |
$3.67K - $4.24K
|
2.05K
$230K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-33- 0.12% |
$3.67K - $4.24K
|
26.9K
$3.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-33- 0.48% |
$3.67K - $4.24K
|
6.87K
$770K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-34- 1.8% |
$3.78K - $4.37K
|
1.86K
$208K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-36Closed |
$4K - $4.63K
|
0
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-37- 26.43% |
$4.11K - $4.76K
|
103
$11.5K
|
|
|
Jan 28, 2026
Q4 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-38- 0.67% |
$4.22K - $4.89K
|
5.62K
$630K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-39- 3.15% |
$4.33K - $5.02K
|
1.2K
$135K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-42- 0.18% |
$4.67K - $5.4K
|
23K
$2.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-44- 23.16% |
$4.89K - $5.66K
|
146
$16.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-51- 2.66% |
$5.67K - $6.56K
|
1.87K
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-52- 1.41% |
$5.78K - $6.69K
|
3.64K
$408K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-53- 2.79% |
$5.89K - $6.82K
|
1.85K
$207K
|
|
|
Jan 27, 2026
Q4 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-55- 1.67% |
$6.11K - $7.07K
|
3.25K
$364K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-58- 0.16% |
$6.44K - $7.46K
|
36.5K
$4.09M
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-61- 9.01% |
$6.78K - $7.84K
|
616
$69.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-61- 61.0% |
$6.78K - $7.84K
|
39
$4.37K
|
|
|
Jan 27, 2026
Q4 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-63- 4.53% |
$7K - $8.1K
|
1.33K
$149K
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-70- 1.72% |
$7.78K - $9K
|
3.99K
$447K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-72- 75.79% |
$8K - $9.26K
|
23
$2.58K
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-74- 2.65% |
$8.22K - $9.52K
|
2.72K
$304K
|
|