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 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-564- 25.08% |
$76.6K - $83.9K
|
1.69K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-175- 4.17% |
$23.8K - $26K
|
4.02K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.28K- 2.6% |
$309K - $339K
|
85.4K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
255New |
$34.6K - $37.9K
|
255
$33.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
728+ 3.38% |
$98.9K - $108K
|
22.3K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.8K- 51.56% |
$380K - $416K
|
2.63K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
1.47KNew |
$199K - $218K
|
1.47K
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25- 5.0% |
$3.4K - $3.72K
|
475
$62.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-9- 52.94% |
$1.22K - $1.34K
|
8
$1.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-900- 17.31% |
$122K - $134K
|
4.3K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-212- 6.82% |
$28.8K - $31.5K
|
2.9K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.5KNew |
$340K - $372K
|
2.5K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-190- 30.94% |
$25.8K - $28.3K
|
424
$56.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
89+ 5.77% |
$12.1K - $13.2K
|
1.63K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
6.6KNew |
$896K - $981K
|
6.6K
$874K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
43New |
$5.84K - $6.4K
|
43
$5.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-5- 0.2% |
$679 - $744
|
2.45K
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
120+ 1.39% |
$16.3K - $17.8K
|
8.76K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10- 0.47% |
$1.36K - $1.49K
|
2.13K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.43K+ 72.71% |
$330K - $362K
|
5.78K
$765K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.6KNew |
$3.75M - $4.11M
|
27.6K
$3.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-365- 48.99% |
$49.6K - $54.3K
|
380
$50.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
253New |
$34.4K - $37.6K
|
253
$33.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
116+ 58.29% |
$15.8K - $17.3K
|
315
$41.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
1.44KNew |
$195K - $214K
|
1.44K
$190K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$2.04K - $2.23K
|
15
$1.99K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
200New |
$27.2K - $29.7K
|
200
$26.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-14- 0.33% |
$1.9K - $2.08K
|
4.2K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-6- 8.33% |
$815 - $892
|
66
$8.74K
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-820- 9.42% |
$111K - $122K
|
7.89K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
26+ 0.83% |
$3.53K - $3.87K
|
3.17K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
33New |
$4.48K - $4.91K
|
33
$4.37K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.44% |
$408 - $446
|
679
$89.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1- 0.04% |
$136 - $149
|
2.59K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
300New |
$40.8K - $44.6K
|
300
$39.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.03K+ 2.4% |
$140K - $153K
|
43.8K
$5.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-4- 0.03% |
$543 - $595
|
12.9K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-97- 5.6% |
$13.2K - $14.4K
|
1.63K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
3.89KNew |
$529K - $579K
|
3.89K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
17.5KNew |
$2.37M - $2.6M
|
17.5K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-19- 2.14% |
$2.58K - $2.83K
|
868
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
182+ 8.1% |
$24.7K - $27.1K
|
2.43K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
19New |
$2.58K - $2.83K
|
19
$2.52K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.56KNew |
$212K - $232K
|
1.56K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-540- 77.14% |
$73.4K - $80.3K
|
160
$21.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2+ 0.13% |
$272 - $297
|
1.51K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
99+ 3.41% |
$13.5K - $14.7K
|
3K
$397K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-11- 0.16% |
$1.49K - $1.64K
|
7.06K
$935K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17New |
$2.31K - $2.53K
|
17
$2.25K
|
|
| Q3 2024 | |||||||
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
6.05KNew |
$703K - $818K
|
6.05K
$802K
|
|