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 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 37.74% |
$2.72K - $3.09K
|
33
$4.37K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
52+ 2.17% |
$7.08K - $8.04K
|
2.44K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.15K+ 61.03% |
$157K - $178K
|
3.05K
$403K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-55- 55.0% |
$7.48K - $8.5K
|
45
$5.96K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-29.9K- 9.49% |
$4.06M - $4.62M
|
285K
$37.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.21% |
$136 - $155
|
487
$64.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-600- 24.69% |
$81.6K - $92.7K
|
1.83K
$242K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
35+ 2.34% |
$4.76K - $5.41K
|
1.53K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-390- 1.61% |
$53.1K - $60.3K
|
23.9K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-911- 0.91% |
$124K - $141K
|
99.2K
$13.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-395- 5.22% |
$53.7K - $61K
|
7.18K
$950K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
162+ 5.48% |
$22K - $25K
|
3.12K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-43- 2.52% |
$5.85K - $6.64K
|
1.67K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
69New |
$9.39K - $10.7K
|
69
$9.14K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.87KNew |
$391K - $444K
|
2.87K
$380K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-750- 15.43% |
$102K - $116K
|
4.11K
$544K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.26% |
$680 - $773
|
1.97K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
108+ 2.67% |
$14.7K - $16.7K
|
4.16K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.04% |
$136 - $155
|
2.56K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-494- 25.74% |
$67.2K - $76.3K
|
1.43K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-798- 20.37% |
$109K - $123K
|
3.12K
$413K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.38KNew |
$187K - $213K
|
1.38K
$182K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-91- 4.92% |
$12.4K - $14.1K
|
1.76K
$233K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-316- 16.56% |
$43K - $48.8K
|
1.59K
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-125- 1.15% |
$17K - $19.3K
|
10.7K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
30.9K+ 12.3% |
$4.2M - $4.77M
|
282K
$37.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.43KNew |
$194K - $221K
|
1.43K
$189K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35+ 1.01% |
$4.76K - $5.41K
|
3.51K
$464K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.48K- 19.19% |
$201K - $229K
|
6.23K
$826K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-304- 23.01% |
$41.4K - $47K
|
1.02K
$135K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-79- 1.32% |
$10.7K - $12.2K
|
5.88K
$779K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
149+ 59.36% |
$20.3K - $23K
|
400
$53K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-120- 8.02% |
$16.3K - $18.5K
|
1.38K
$182K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-62- 3.92% |
$8.44K - $9.58K
|
1.52K
$201K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 25.68% |
$2.59K - $2.94K
|
93
$12.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-85- 9.31% |
$11.6K - $13.1K
|
828
$110K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-8- 10.39% |
$1.09K - $1.24K
|
69
$9.14K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
22+ 0.12% |
$2.99K - $3.4K
|
18.4K
$2.44M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.33KNew |
$182K - $206K
|
1.33K
$177K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-16- 1.08% |
$2.17K - $2.38K
|
1.46K
$194K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-2- 0.35% |
$272 - $297
|
567
$75.1K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
54+ 0.12% |
$7.34K - $8.03K
|
45.6K
$6.04M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 1.95% |
$174K - $191K
|
64.4K
$8.53M
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-13- 20.63% |
$1.77K - $1.93K
|
50
$6.62K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
15New |
$2.04K - $2.23K
|
15
$1.99K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
82New |
$11.1K - $12.2K
|
82
$10.9K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
219New |
$29.8K - $32.6K
|
219
$29K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1New |
$136 - $149
|
1
$132
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.64KNew |
$358K - $392K
|
2.64K
$349K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.62KNew |
$356K - $390K
|
2.62K
$347K
|
|