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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
38+ 2.22% |
$4.44K - $4.74K
|
1.75K
$258K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
683New |
$79.8K - $85.2K
|
683
$100K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-525- 2.69% |
$61.3K - $65.5K
|
19K
$2.8M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-101- 4.96% |
$11.8K - $12.6K
|
1.93K
$284K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
8.86KNew |
$1.04M - $1.11M
|
8.86K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
41New |
$4.79K - $5.11K
|
41
$6.03K
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-9.01K- 45.94% |
$1.05M - $1.12M
|
10.6K
$1.56M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
10.8KNew |
$1.26M - $1.35M
|
10.8K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-34- 1.8% |
$3.97K - $4.24K
|
1.85K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
51+ 1.63% |
$5.96K - $6.36K
|
3.18K
$467K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.86K- 25.84% |
$451K - $482K
|
11.1K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-110- 35.83% |
$12.9K - $13.7K
|
197
$29K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
284New |
$33.2K - $35.4K
|
284
$41.8K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
20.4KNew |
$2.38M - $2.54M
|
20.4K
$3M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
40New |
$4.67K - $4.99K
|
40
$5.88K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-11- 0.57% |
$1.29K - $1.37K
|
1.93K
$284K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.27K+ 20.05% |
$265K - $283K
|
13.6K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
59+ 7.59% |
$6.89K - $7.36K
|
836
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.14% |
$234 - $249
|
1.48K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-298- 50.0% |
$34.8K - $37.2K
|
298
$43.8K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-97- 3.4% |
$11.3K - $12.1K
|
2.75K
$405K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-8- 20.0% |
$935 - $998
|
32
$4.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
8New |
$935 - $998
|
8
$1.18K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-150- 4.53% |
$17.5K - $18.7K
|
3.16K
$465K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-800- 6.32% |
$93.5K - $99.8K
|
11.9K
$1.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
102New |
$11.9K - $12.7K
|
102
$15K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
100+ 3.26% |
$11.7K - $12.5K
|
3.17K
$466K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.75KNew |
$204K - $218K
|
1.75K
$257K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-17.3K- 99.17% |
$2.02M - $2.16M
|
145
$21.3K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-25- 27.47% |
$2.92K - $3.12K
|
66
$9.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-230- 4.87% |
$26.9K - $28.7K
|
4.5K
$661K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.7KNew |
$199K - $212K
|
1.7K
$250K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
227+ 4.65% |
$26.5K - $28.3K
|
5.1K
$750K
|
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-350- 10.61% |
$40.9K - $43.6K
|
2.95K
$434K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
9+ 2.96% |
$1.05K - $1.12K
|
313
$46K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-110- 61.11% |
$12.9K - $13.7K
|
70
$10.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6.64KNew |
$775K - $828K
|
6.64K
$976K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-43- 2.24% |
$5.02K - $5.36K
|
1.88K
$276K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-87- 1.9% |
$10.2K - $10.8K
|
4.49K
$660K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
18+ 24.32% |
$2.1K - $2.24K
|
92
$13.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-16- 4.71% |
$1.87K - $2K
|
324
$47.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
68New |
$7.95K - $8.48K
|
68
$10K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-41- 10.3% |
$4.79K - $5.11K
|
357
$52.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.7KNew |
$198K - $212K
|
1.7K
$250K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
21KNew |
$2.45M - $2.62M
|
21K
$3.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-251- 9.88% |
$29.3K - $31.3K
|
2.29K
$337K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
100KNew |
$11.7M - $12.5M
|
100K
$14.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
75+ 1.65% |
$8.76K - $9.35K
|
4.63K
$680K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.8K- 36.73% |
$210K - $224K
|
3.1K
$456K
|