Purchases and Sales Made in Q1 2023 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
107+ 2.2% |
$11.4K - $12.9K
|
4.98K
$735K
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
107+ 1.67% |
$11.4K - $12.9K
|
6.51K
$962K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
105+ 6.03% |
$11.2K - $12.7K
|
1.85K
$272K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
97+ 0.91% |
$10.4K - $11.7K
|
10.8K
$1.59M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
97+ 0.56% |
$10.4K - $11.7K
|
17.4K
$2.58M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
96+ 4.42% |
$10.3K - $11.6K
|
2.27K
$335K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
95+ 0.52% |
$10.2K - $11.5K
|
18.4K
$2.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
94+ 0.6% |
$10.1K - $11.3K
|
15.8K
$2.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
92New |
$9.84K - $11.1K
|
92
$13.6K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
87+ 0.19% |
$9.31K - $10.5K
|
45.9K
$6.78M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
84+ 4.21% |
$8.99K - $10.1K
|
2.08K
$307K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
81+ 0.71% |
$8.67K - $9.77K
|
11.6K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
80+ 1.51% |
$8.56K - $9.65K
|
5.36K
$792K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
80+ 1.14% |
$8.56K - $9.65K
|
7.08K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
78+ 0.75% |
$8.35K - $9.41K
|
10.5K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
78+ 0.55% |
$8.35K - $9.41K
|
14.3K
$2.11M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
75+ 0.33% |
$8.03K - $9.05K
|
22.9K
$3.38M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
75New |
$8.03K - $9.05K
|
75
$11.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
74New |
$7.92K - $8.92K
|
74
$10.9K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
72+ 1.08% |
$7.7K - $8.68K
|
6.76K
$999K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72+ 1.52% |
$7.7K - $8.68K
|
4.82K
$711K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
71+ 26.79% |
$7.6K - $8.56K
|
336
$49.6K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
69+ 0.48% |
$7.38K - $8.32K
|
14.3K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
67+ 0.73% |
$7.17K - $8.08K
|
9.28K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
65+ 3.11% |
$6.96K - $7.84K
|
2.15K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
62+ 0.52% |
$6.63K - $7.48K
|
11.9K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
55+ 1.83% |
$5.89K - $6.63K
|
3.06K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
55+ 3.09% |
$5.89K - $6.63K
|
1.83K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
55+ 1.83% |
$5.89K - $6.63K
|
3.06K
$451K
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
55+ 0.2% |
$5.89K - $6.63K
|
28.1K
$4.15M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
54+ 2.87% |
$5.78K - $6.51K
|
1.94K
$286K
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
52+ 0.11% |
$5.56K - $6.27K
|
47.8K
$7.05M
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
52+ 1.01% |
$5.56K - $6.27K
|
5.21K
$770K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
50+ 60.24% |
$5.35K - $6.03K
|
133
$19.6K
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
BUY
|
- |
50+ 1.67% |
$5.35K - $6.03K
|
3.05K
$450K
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 1.11% |
$5.35K - $6.03K
|
4.55K
$672K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50+ 3.62% |
$5.35K - $6.03K
|
1.43K
$211K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
49+ 0.04% |
$5.24K - $5.91K
|
115K
$17M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
49+ 11.92% |
$5.24K - $5.91K
|
460
$67.9K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
46+ 20.91% |
$4.92K - $5.55K
|
266
$39.3K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
44+ 0.91% |
$4.71K - $5.31K
|
4.89K
$722K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
43+ 2.04% |
$4.6K - $5.19K
|
2.15K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43+ 6.99% |
$4.6K - $5.19K
|
658
$97.2K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
42+ 0.68% |
$4.49K - $5.07K
|
6.23K
$921K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40New |
$4.28K - $4.82K
|
40
$5.91K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
37+ 1.13% |
$3.96K - $4.46K
|
3.32K
$490K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
36+ 0.45% |
$3.85K - $4.34K
|
7.99K
$1.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
35+ 0.29% |
$3.75K - $4.22K
|
12.1K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
34New |
$3.64K - $4.1K
|
34
$5.02K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
34+ 0.01% |
$3.64K - $4.1K
|
473K
$69.8M
|