Latest Institutional Purchases of Paychex Inc (PAYX)
This list provides information on the latest institutional transactions involving Paychex Inc (PAYX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
300New |
$33.9K - $42.4K
|
300
$39.6K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
162+ 8.35% |
$18.3K - $22.9K
|
2.1K
$277K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
157New |
$17.7K - $22.2K
|
157
$20.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
74+ 59.2% |
$8.36K - $10.5K
|
199
$26.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
22New |
$2.49K - $3.11K
|
22
$2.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$565 - $706
|
5
$660
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$339 - $424
|
3
$396
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
3New |
$339 - $424
|
3
$396
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
36.9KNew |
$4.12M - $5.05M
|
36.9K
$4.87M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
11KNew |
$1.23M - $1.51M
|
11K
$1.45M
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
6.8KNew |
$759K - $931K
|
6.8K
$897K
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.1KNew |
$234K - $287K
|
2.1K
$277K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
48+ 1.86% |
$5.36K - $6.57K
|
2.64K
$348K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
28+ 35.9% |
$3.12K - $3.83K
|
106
$14K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
27New |
$3.01K - $3.7K
|
27
$3.56K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
25.7K+ 57.37% |
$2.96M - $3.53M
|
70.5K
$9.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
BUY
|
- |
12.8KNew |
$1.47M - $1.75M
|
12.8K
$1.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
4.27KNew |
$491K - $586K
|
4.27K
$563K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.97K+ 43.48% |
$342K - $408K
|
9.8K
$1.29M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.2KNew |
$253K - $303K
|
2.2K
$291K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.13KNew |
$245K - $293K
|
2.13K
$281K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.15KNew |
$132K - $157K
|
1.15K
$151K
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
897+ 25.2% |
$103K - $123K
|
4.46K
$588K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
870New |
$100K - $120K
|
870
$115K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
312+ 6.82% |
$35.9K - $42.9K
|
4.89K
$645K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
167New |
$19.2K - $22.9K
|
167
$22K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
150New |
$17.3K - $20.6K
|
150
$19.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
134New |
$15.4K - $18.4K
|
134
$17.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
100New |
$11.5K - $13.7K
|
100
$13.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
91New |
$10.5K - $12.5K
|
91
$12K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
78New |
$8.97K - $10.7K
|
78
$10.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
23New |
$2.65K - $3.16K
|
23
$3.04K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$1.15K - $1.37K
|
10
$1.32K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
10New |
$1.15K - $1.37K
|
10
$1.32K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
3New |
$345 - $412
|
3
$396
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
2New |
$230 - $275
|
2
$264
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1New |
$115 - $137
|
1
$132
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
9.53KNew |
$1.02M - $1.13M
|
9.53K
$1.26M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.5KNew |
$374K - $414K
|
3.5K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
2KNew |
$213K - $236K
|
2K
$264K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
182New |
$19.4K - $21.5K
|
182
$24K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
29New |
$3.1K - $3.43K
|
29
$3.83K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
27New |
$2.88K - $3.19K
|
27
$3.56K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
14.4KNew |
$1.37M - $1.55M
|
14.4K
$1.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.02KNew |
$287K - $325K
|
3.02K
$399K
|
|
|
Aug 13, 2021
Q2 2021
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
2KNew |
$190K - $215K
|
2K
$264K
|
|
|
Jul 29, 2021
Q2 2021
|
Shayne & Co., LLC
|
BUY
|
- |
2KNew |
$190K - $215K
|
2K
$264K
|
|
|
Jul 29, 2021
Q2 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
300New |
$28.4K - $32.3K
|
300
$39.6K
|
|
|
Aug 09, 2021
Q2 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
147+ 3.12% |
$13.9K - $15.8K
|
4.85K
$641K
|
|