Latest Institutional Transactions on Paychex Inc (PAYX)
This table provides information on the latest institutional transactions involving Paychex Inc (PAYX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
436+ 25.98% |
$59.7K - $69.7K
|
2.11K
$279K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
832+ 5.47% |
$114K - $133K
|
16.1K
$2.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-145- 4.22% |
$19.9K - $23.2K
|
3.29K
$434K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-7.98K- 4.84% |
$1.09M - $1.28M
|
157K
$20.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.26K+ 27.37% |
$447K - $521K
|
15.2K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
314+ 3.22% |
$43K - $50.2K
|
10.1K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-1- 16.67% |
$137 - $160
|
5
$660
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
15+ 0.75% |
$2.06K - $2.4K
|
2.02K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
8New |
$1.1K - $1.28K
|
8
$1.06K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
524+ 13.67% |
$71.8K - $83.7K
|
4.36K
$575K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-261- 4.36% |
$35.8K - $41.7K
|
5.72K
$755K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.3K- 3.65% |
$178K - $208K
|
34.3K
$4.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-27.3K- 50.21% |
$3.74M - $4.36M
|
27.1K
$3.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-876- 0.61% |
$120K - $140K
|
143K
$18.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.35K+ 7.5% |
$185K - $215K
|
19.3K
$2.55M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 44.74% |
$2.33K - $2.72K
|
55
$7.26K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
861+ 6.88% |
$118K - $138K
|
13.4K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.1K- 22.53% |
$150K - $175K
|
3.77K
$498K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 1.95% |
$685 - $799
|
262
$34.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1- 0.1% |
$137 - $160
|
1.05K
$138K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
731+ 4.18% |
$100K - $117K
|
18.2K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.2K- 74.59% |
$712K - $831K
|
1.77K
$234K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
168+ 15.91% |
$23K - $26.8K
|
1.22K
$162K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-44- 2.8% |
$6.03K - $7.03K
|
1.53K
$202K
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-4.49K- 11.36% |
$615K - $717K
|
35K
$4.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
5.3K+ 9.2% |
$726K - $847K
|
62.9K
$8.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
78+ 1.87% |
$10.7K - $12.5K
|
4.24K
$560K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.23K+ 44.42% |
$306K - $356K
|
7.25K
$957K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.42% |
$54.8K - $63.9K
|
94.8K
$12.5M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
258+ 0.65% |
$35.3K - $41.2K
|
39.9K
$5.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-72- 1.89% |
$9.86K - $11.5K
|
3.74K
$494K
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-155- 0.57% |
$21.2K - $24.8K
|
27K
$3.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.98K+ 21.75% |
$408K - $476K
|
16.7K
$2.2M
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.6K- 16.64% |
$219K - $256K
|
8.02K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-521- 4.91% |
$71.4K - $83.2K
|
10.1K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.39K- 50.0% |
$191K - $223K
|
1.39K
$184K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 1.28% |
$137 - $160
|
77
$10.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.44% |
$137 - $160
|
230
$30.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
49+ 29.7% |
$6.71K - $7.83K
|
214
$28.2K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-786- 1.42% |
$108K - $126K
|
54.4K
$7.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-84.5K- 14.64% |
$11.6M - $13.5M
|
492K
$65M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-50- 1.07% |
$6.85K - $7.99K
|
4.63K
$610K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2+ 0.13% |
$274 - $320
|
1.49K
$196K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
213+ 4.07% |
$29.2K - $34K
|
5.45K
$719K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-447- 3.73% |
$61.2K - $71.4K
|
11.5K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-487- 5.36% |
$66.7K - $77.8K
|
8.6K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14+ 0.2% |
$1.92K - $2.24K
|
7.17K
$946K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
787+ 7.52% |
$108K - $126K
|
11.3K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7+ 0.33% |
$959 - $1.12K
|
2.13K
$280K
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
197+ 13.85% |
$27K - $31.5K
|
1.62K
$214K
|