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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
196+ 7.39% |
$22.8K - $26.5K
|
2.85K
$419K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.61K+ 38.96% |
$186K - $217K
|
5.73K
$842K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
26+ 1.2% |
$3.02K - $3.51K
|
2.19K
$322K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
PUT |
1.97K+ 5960.61% |
$229K - $266K
|
2K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-255- 0.29% |
$29.6K - $34.5K
|
87.3K
$12.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
190+ 3.74% |
$22.1K - $25.7K
|
5.27K
$774K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-9- 47.37% |
$1.05K - $1.22K
|
10
$1.47K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-32- 3.4% |
$3.72K - $4.33K
|
909
$134K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.57KNew |
$182K - $212K
|
1.57K
$230K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.17K- 38.76% |
$136K - $159K
|
1.86K
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-327- 0.5% |
$38K - $44.2K
|
65.1K
$9.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 5.34% |
$1.63K - $1.89K
|
276
$40.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-229- 1.39% |
$26.6K - $31K
|
16.3K
$2.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
116+ 2.7% |
$13.5K - $15.7K
|
4.42K
$649K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
274+ 1.04% |
$31.8K - $37K
|
26.7K
$3.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
3.31K+ 645.81% |
$385K - $448K
|
3.83K
$562K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-1.17K- 13.91% |
$136K - $158K
|
7.26K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
213K+ 27.42% |
$24.7M - $28.8M
|
988K
$145M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-835- 14.55% |
$97K - $113K
|
4.9K
$721K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
354+ 0.14% |
$41.1K - $47.9K
|
260K
$38.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-415- 89.06% |
$48.2K - $56.1K
|
51
$7.5K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-53- 8.91% |
$6.16K - $7.17K
|
542
$79.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
284+ 5.85% |
$33K - $38.4K
|
5.14K
$755K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10+ 0.53% |
$1.16K - $1.35K
|
1.89K
$278K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
312+ 14.33% |
$36.2K - $42.2K
|
2.49K
$366K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
69New |
$8.02K - $9.33K
|
69
$10.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
8+ 0.23% |
$929 - $1.08K
|
3.42K
$502K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-250- 2.14% |
$29K - $33.8K
|
11.4K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2.08K+ 6.69% |
$242K - $281K
|
33.2K
$4.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-700- 48.28% |
$81.3K - $94.6K
|
750
$110K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-146- 88.48% |
$17K - $19.7K
|
19
$2.79K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-233- 4.71% |
$27.1K - $31.5K
|
4.72K
$694K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 1.89% |
$1.16K - $1.35K
|
520
$76.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.41KNew |
$861K - $1M
|
7.41K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-143- 3.49% |
$16.6K - $19.3K
|
3.96K
$581K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
250+ 14.31% |
$29K - $33.8K
|
2K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-606- 5.14% |
$70.4K - $81.9K
|
11.2K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-126- 5.6% |
$14.6K - $17K
|
2.12K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
200+ 19.98% |
$23.2K - $27K
|
1.2K
$177K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
18+ 0.96% |
$2.09K - $2.43K
|
1.89K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.87KNew |
$217K - $253K
|
1.87K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.5KNew |
$174K - $203K
|
1.5K
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
348+ 11.49% |
$40.4K - $47K
|
3.38K
$496K
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
4K+ 10.26% |
$465K - $541K
|
43K
$6.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-71- 0.06% |
$8.25K - $9.6K
|
111K
$16.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25+ 10.04% |
$2.9K - $3.38K
|
274
$40.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.52KNew |
$177K - $206K
|
1.52K
$224K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
575+ 34.6% |
$66.8K - $77.7K
|
2.24K
$329K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-400- 14.44% |
$46.5K - $54.1K
|
2.37K
$348K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.5KNew |
$174K - $203K
|
1.5K
$220K
|