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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-1.85KClosed |
$213K - $254K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
SELL
|
- |
-14KClosed |
$1.61M - $1.92M
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10.1KClosed |
$1.16M - $1.39M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
29New |
$3.1K - $3.43K
|
29
$4.11K
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-43.1KClosed |
$4.6M - $5.09M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.1KClosed |
$224K - $249K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.11KClosed |
$332K - $368K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-35.5KClosed |
$3.78M - $4.19M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-744Closed |
$79.4K - $87.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-8.1KClosed |
$865K - $957K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
2KNew |
$213K - $236K
|
2K
$284K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-36- 1.48% |
$3.84K - $4.25K
|
2.4K
$340K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.06KClosed |
$220K - $243K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-69.2KClosed |
$7.39M - $8.18M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-125Closed |
$13.3K - $14.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-628Closed |
$67K - $74.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
182New |
$19.4K - $21.5K
|
182
$25.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-211- 4.11% |
$22.5K - $24.9K
|
4.92K
$697K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-90.6KClosed |
$9.67M - $10.7M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-72Closed |
$7.68K - $8.51K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-9.73KClosed |
$1.04M - $1.15M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
27New |
$2.88K - $3.19K
|
27
$3.83K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
9.53KNew |
$1.02M - $1.13M
|
9.53K
$1.35M
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.93KClosed |
$313K - $346K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.5KNew |
$374K - $414K
|
3.5K
$496K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.24KClosed |
$239K - $265K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-12.1KClosed |
$1.29M - $1.43M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-225Closed |
$24K - $26.6K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-149Closed |
$15.9K - $17.6K
|
0
$0
|
|
|
Oct 01, 2021
Q3 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.69KClosed |
$287K - $318K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
42.9KNew |
$4.07M - $4.61M
|
42.9K
$6.08M
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-198Closed |
$18.8K - $21.3K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-49Closed |
$4.65K - $5.27K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Maytus Capital Management, LLC
New York, NY |
SELL
|
- |
-40KClosed |
$3.79M - $4.3M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-85.1KClosed |
$8.06M - $9.15M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.02KClosed |
$760K - $862K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-64Closed |
$6.07K - $6.88K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.02KNew |
$287K - $325K
|
3.02K
$429K
|
|
|
Aug 16, 2021
Q2 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-1KClosed |
$94.8K - $108K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
31New |
$2.94K - $3.33K
|
31
$4.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.63KClosed |
$439K - $497K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
PUT |
-2.9KClosed |
$275K - $312K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
2KNew |
$190K - $215K
|
2K
$284K
|
|
|
Aug 13, 2021
Q2 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-12.2KClosed |
$1.15M - $1.31M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-150Closed |
$14.2K - $16.1K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-3.9KClosed |
$370K - $419K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-3.2KClosed |
$303K - $344K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.29KClosed |
$502K - $569K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.55KClosed |
$431K - $489K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Barings LLC
|
SELL
|
- |
-3.95KClosed |
$374K - $425K
|
0
$0
|
|