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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
300New |
$40.8K - $44.6K
|
300
$43.8K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
161New |
$21.9K - $23.9K
|
161
$23.5K
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.28K- 39.37% |
$446K - $488K
|
5.05K
$737K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
81New |
$11K - $12K
|
81
$11.8K
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.54KNew |
$209K - $229K
|
1.54K
$225K
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.79KNew |
$243K - $266K
|
1.79K
$261K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-20- 0.63% |
$2.72K - $2.97K
|
3.15K
$459K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-99- 4.32% |
$13.5K - $14.7K
|
2.2K
$320K
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
11.7KNew |
$1.59M - $1.74M
|
11.7K
$1.71M
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
500+ 28.77% |
$67.9K - $74.4K
|
2.24K
$327K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23New |
$3.12K - $3.42K
|
23
$3.36K
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-3.38K- 56.15% |
$459K - $503K
|
2.64K
$385K
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.74K+ 39.57% |
$372K - $407K
|
9.65K
$1.41M
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-25- 0.54% |
$3.4K - $3.72K
|
4.6K
$672K
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 3.64% |
$13.6K - $14.9K
|
2.65K
$387K
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-617- 98.72% |
$83.8K - $91.8K
|
8
$1.17K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-183- 58.28% |
$24.9K - $27.2K
|
131
$19.1K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
500New |
$67.9K - $74.4K
|
500
$73K
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
BUY
|
- |
1.46KNew |
$198K - $216K
|
1.46K
$212K
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.6KNew |
$1.98M - $2.16M
|
14.6K
$2.12M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$679 - $744
|
5
$730
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.4K- 1.46% |
$190K - $208K
|
94.4K
$13.8M
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
21+ 0.41% |
$2.85K - $3.12K
|
5.09K
$743K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7- 0.36% |
$951 - $1.04K
|
1.95K
$284K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
220+ 3.19% |
$29.9K - $32.7K
|
7.12K
$1.04M
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.84KNew |
$250K - $274K
|
1.84K
$269K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.52KNew |
$886K - $970K
|
6.52K
$952K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-10- 4.15% |
$1.36K - $1.49K
|
231
$33.7K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
36New |
$4.89K - $5.35K
|
36
$5.25K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 7.27% |
$1.09K - $1.19K
|
118
$17.2K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-582- 35.27% |
$79.1K - $86.6K
|
1.07K
$156K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.64KNew |
$359K - $393K
|
2.64K
$386K
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-6- 0.29% |
$815 - $892
|
2.09K
$306K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5+ 0.25% |
$679 - $744
|
2.04K
$298K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
280New |
$38K - $41.6K
|
280
$40.9K
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
783+ 31.43% |
$106K - $116K
|
3.27K
$478K
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.85K- 6.59% |
$522K - $572K
|
54.5K
$7.96M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
190+ 6.9% |
$25.8K - $28.3K
|
2.94K
$430K
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
3.37KNew |
$458K - $501K
|
3.37K
$492K
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-18.3K- 26.89% |
$2.48M - $2.72M
|
49.7K
$7.25M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.73K+ 103.66% |
$235K - $257K
|
3.4K
$496K
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-2.55K- 46.61% |
$347K - $380K
|
2.92K
$427K
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-230- 1.03% |
$31.2K - $34.2K
|
22.2K
$3.24M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.01KNew |
$138K - $151K
|
1.01K
$148K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-564- 25.08% |
$76.6K - $83.9K
|
1.69K
$246K
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-175- 4.17% |
$23.8K - $26K
|
4.02K
$587K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.28K- 2.6% |
$309K - $339K
|
85.4K
$12.5M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-816- 5.95% |
$111K - $121K
|
12.9K
$1.88M
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
255New |
$34.6K - $37.9K
|
255
$37.2K
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
728+ 3.38% |
$98.9K - $108K
|
22.3K
$3.25M
|