Purchases and Sales Made in Q1 2022 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q1 2022. The information is specifically focused on institutions that hold shares of PAYCHEX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
22+ 1.57% |
$2.46K - $3.01K
|
1.42K
$208K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
22+ 2.05% |
$2.46K - $3.01K
|
1.09K
$160K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
21+ 0.08% |
$2.34K - $2.87K
|
26.3K
$3.85M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
21+ 1.03% |
$2.34K - $2.87K
|
2.06K
$301K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19+ 0.18% |
$2.12K - $2.6K
|
10.5K
$1.54M
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
19+ 0.08% |
$2.12K - $2.6K
|
22.6K
$3.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18New |
$2.01K - $2.46K
|
18
$2.64K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18+ 0.44% |
$2.01K - $2.46K
|
4.15K
$607K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.64% |
$1.9K - $2.33K
|
2.69K
$394K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
17+ 0.06% |
$1.9K - $2.33K
|
30.7K
$4.49M
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 3.46% |
$1.79K - $2.19K
|
479
$70.1K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
16+ 0.15% |
$1.79K - $2.19K
|
10.9K
$1.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
15New |
$1.67K - $2.05K
|
15
$2.2K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
14+ 70.0% |
$1.56K - $1.92K
|
34
$4.98K
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.49% |
$1.56K - $1.92K
|
2.87K
$421K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
14+ 0.03% |
$1.56K - $1.92K
|
54.3K
$7.94M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 0.57% |
$1.56K - $1.92K
|
2.48K
$362K
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.57% |
$1.45K - $1.78K
|
2.3K
$336K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
13+ 0.4% |
$1.45K - $1.78K
|
3.28K
$480K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
12+ 0.36% |
$1.34K - $1.64K
|
3.31K
$485K
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12+ 0.53% |
$1.34K - $1.64K
|
2.29K
$336K
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
12+ 0.41% |
$1.34K - $1.64K
|
2.95K
$431K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12+ 0.23% |
$1.34K - $1.64K
|
5.23K
$766K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 7.59% |
$1.23K - $1.51K
|
156
$22.8K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.12% |
$1.12K - $1.37K
|
8.05K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
10New |
$1.12K - $1.37K
|
10
$1.46K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
10+ 0.42% |
$1.12K - $1.37K
|
2.4K
$351K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
10+ 0.19% |
$1.12K - $1.37K
|
5.38K
$787K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
9+ 1.12% |
$1K - $1.23K
|
815
$119K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
9New |
$1K - $1.23K
|
9
$1.32K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9+ 0.31% |
$1K - $1.23K
|
2.89K
$423K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9+ 0.12% |
$1K - $1.23K
|
7.65K
$1.12M
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
8+ 0.56% |
$893 - $1.1K
|
1.45K
$212K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 0.02% |
$893 - $1.1K
|
41.6K
$6.09M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
8+ 0.35% |
$893 - $1.1K
|
2.28K
$334K
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7+ 0.06% |
$781 - $958
|
10.9K
$1.6M
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7New |
$781 - $958
|
7
$1.02K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6+ 0.27% |
$670 - $821
|
2.21K
$324K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6+ 0.16% |
$670 - $821
|
3.8K
$556K
|
|
|
Mar 04, 2025
Q1 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
6+ 0.15% |
$670 - $821
|
4.06K
$594K
|
|
|
Mar 28, 2025
Q1 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
6+ 0.15% |
$670 - $821
|
4.06K
$594K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.37% |
$558 - $684
|
1.36K
$199K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.06% |
$558 - $684
|
8.47K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5+ 4.31% |
$558 - $684
|
121
$17.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$446 - $548
|
3.35K
$491K
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$446 - $548
|
70.5K
$10.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.22% |
$335 - $411
|
1.37K
$201K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.07% |
$335 - $411
|
4.16K
$609K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.66% |
$223 - $274
|
304
$44.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
2+ 0.1% |
$223 - $274
|
2.09K
$306K
|