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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
126+ 122.33% |
$17.1K - $19.5K
|
229
$33.4K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.02% |
$136 - $155
|
4.73K
$690K
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-343- 0.83% |
$46.7K - $53K
|
40.9K
$5.97M
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
257+ 1.48% |
$35K - $39.7K
|
17.6K
$2.57M
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-35- 0.9% |
$4.76K - $5.41K
|
3.83K
$560K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.69K- 63.52% |
$774K - $879K
|
3.27K
$477K
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-698- 63.8% |
$95K - $108K
|
396
$57.8K
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
147+ 4.87% |
$20K - $22.7K
|
3.16K
$462K
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7+ 0.37% |
$952 - $1.08K
|
1.89K
$276K
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-64- 4.46% |
$8.71K - $9.89K
|
1.37K
$200K
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
20+ 0.64% |
$2.72K - $3.09K
|
3.14K
$458K
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.71K+ 5.61% |
$1.05M - $1.19M
|
145K
$21.2M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.12K+ 7.24% |
$152K - $173K
|
16.6K
$2.42M
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
93+ 372.0% |
$12.7K - $14.4K
|
118
$17.2K
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.59K- 1.39% |
$216K - $245K
|
113K
$16.5M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-189- 0.08% |
$25.7K - $29.2K
|
227K
$33.1M
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2+ 0.01% |
$272 - $309
|
24.6K
$3.6M
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
618+ 40.16% |
$84.1K - $95.5K
|
2.16K
$315K
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
101+ 6.06% |
$13.7K - $15.6K
|
1.77K
$258K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-594- 16.5% |
$80.8K - $91.8K
|
3.01K
$439K
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
129+ 31.46% |
$17.6K - $19.9K
|
539
$78.7K
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-167- 0.32% |
$22.7K - $25.8K
|
51.3K
$7.48M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.47KNew |
$336K - $381K
|
2.47K
$360K
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
229+ 2.88% |
$31.2K - $35.4K
|
8.19K
$1.2M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
71+ 0.94% |
$9.66K - $11K
|
7.62K
$1.11M
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-232- 8.03% |
$31.6K - $35.8K
|
2.66K
$388K
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.88K- 2.89% |
$255K - $290K
|
63K
$9.2M
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
84+ 210.0% |
$11.4K - $13K
|
124
$18.1K
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
60+ 0.73% |
$8.16K - $9.27K
|
8.33K
$1.21M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
31+ 1.7% |
$4.22K - $4.79K
|
1.86K
$271K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-22.7K- 47.67% |
$3.09M - $3.51M
|
24.9K
$3.64M
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100- 2.28% |
$13.6K - $15.5K
|
4.28K
$625K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
98+ 1.06% |
$13.3K - $15.1K
|
9.32K
$1.36M
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-35- 5.19% |
$4.76K - $5.41K
|
640
$93.4K
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-218- 0.87% |
$29.7K - $33.7K
|
24.9K
$3.63M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58+ 1.22% |
$7.89K - $8.96K
|
4.82K
$703K
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-448- 22.73% |
$61K - $69.2K
|
1.52K
$222K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.35K- 29.66% |
$183K - $208K
|
3.19K
$466K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 2.02% |
$3.81K - $4.33K
|
1.42K
$207K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-119- 34.8% |
$16.2K - $18.4K
|
223
$32.5K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
57+ 1.88% |
$7.76K - $8.81K
|
3.09K
$451K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.02K- 4.69% |
$411K - $467K
|
61.4K
$8.96M
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
153+ 4.23% |
$20.8K - $23.6K
|
3.77K
$550K
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
74.2K+ 118.54% |
$10.1M - $11.5M
|
137K
$20M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-5.1K- 2.22% |
$694K - $788K
|
225K
$32.8M
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
44+ 2.84% |
$5.99K - $6.8K
|
1.59K
$232K
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-789- 9.95% |
$107K - $122K
|
7.14K
$1.04M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-43- 2.15% |
$5.85K - $6.64K
|
1.96K
$285K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
215+ 14.05% |
$29.3K - $33.2K
|
1.75K
$255K
|