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 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-11.2K- 22.55% |
$1.2M - $1.35M
|
38.5K
$5.5M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
351New |
$37.6K - $42.3K
|
351
$50.2K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 1.31% |
$2.68K - $3.02K
|
1.93K
$276K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.15KNew |
$979K - $1.1M
|
9.15K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.76KNew |
$188K - $212K
|
1.76K
$251K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.81KNew |
$300K - $338K
|
2.81K
$401K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.53% |
$214 - $241
|
378
$54.1K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10New |
$1.07K - $1.21K
|
10
$1.43K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-127- 21.93% |
$13.6K - $15.3K
|
452
$64.6K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
234+ 6.76% |
$25K - $28.2K
|
3.69K
$528K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
8+ 0.4% |
$856 - $965
|
1.99K
$284K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-4- 1.01% |
$428 - $482
|
391
$55.9K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
75+ 0.33% |
$8.03K - $9.05K
|
22.9K
$3.27M
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-6.84K- 55.87% |
$732K - $825K
|
5.4K
$773K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-598- 17.33% |
$64K - $72.1K
|
2.85K
$408K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21New |
$2.25K - $2.53K
|
21
$3K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
801+ 16.23% |
$85.7K - $96.6K
|
5.74K
$820K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
42+ 0.68% |
$4.49K - $5.07K
|
6.23K
$892K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.43K- 36.14% |
$153K - $172K
|
2.52K
$360K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
191New |
$20.4K - $23K
|
191
$27.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.67% |
$428 - $482
|
596
$85.2K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.9KNew |
$203K - $229K
|
1.9K
$271K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
34New |
$3.64K - $4.1K
|
34
$4.86K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-10- 18.87% |
$1.07K - $1.21K
|
43
$6.15K
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-9.93K- 38.15% |
$1.06M - $1.2M
|
16.1K
$2.3M
|
|
|
May 01, 2023
Q1 2023
|
Parnassus Investments, LLC
|
SELL
|
- |
-381K- 68.52% |
$40.8M - $45.9M
|
175K
$25M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.86KNew |
$199K - $225K
|
1.86K
$266K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
10+ 0.26% |
$1.07K - $1.21K
|
3.83K
$547K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.62K- 17.01% |
$494K - $557K
|
22.5K
$3.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
8New |
$856 - $965
|
8
$1.14K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-38- 1.69% |
$4.07K - $4.58K
|
2.2K
$315K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-33- 76.74% |
$3.53K - $3.98K
|
10
$1.43K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
150New |
$16.1K - $18.1K
|
150
$21.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-97- 3.94% |
$10.4K - $11.7K
|
2.36K
$338K
|
|
|
Apr 21, 2023
Q1 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-80- 1.34% |
$8.56K - $9.65K
|
5.88K
$841K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 25.0% |
$107 - $121
|
5
$715
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$42.8K - $48.2K
|
400
$57.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
3KNew |
$321K - $362K
|
3K
$429K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
165New |
$17.7K - $19.9K
|
165
$23.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
150+ 300.0% |
$16.1K - $18.1K
|
200
$28.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-88- 3.61% |
$9.42K - $10.6K
|
2.35K
$336K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-176- 8.84% |
$18.8K - $21.2K
|
1.82K
$260K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
24New |
$2.57K - $2.89K
|
24
$3.43K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
80+ 1.51% |
$8.56K - $9.65K
|
5.36K
$767K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-41- 0.26% |
$4.39K - $4.94K
|
15.7K
$2.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
16New |
$1.71K - $1.93K
|
16
$2.29K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-337- 11.67% |
$36.1K - $40.6K
|
2.55K
$365K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-2.99K- 47.28% |
$320K - $361K
|
3.33K
$477K
|
|
| Q4 2022 | |||||||
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6.11KClosed |
$661K - $770K
|
0
$0
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
2.02KNew |
$218K - $254K
|
2.02K
$288K
|
|