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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
34+ 0.01% |
$3.64K - $4.1K
|
473K
$69.3M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.31% |
$3.32K - $3.74K
|
10.1K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
28+ 0.46% |
$3K - $3.38K
|
6.08K
$892K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
28+ 0.04% |
$3K - $3.38K
|
75.9K
$11.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
28+ 0.82% |
$3K - $3.38K
|
3.43K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
28+ 0.23% |
$3K - $3.38K
|
12.1K
$1.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
27+ 1.44% |
$2.89K - $3.26K
|
1.9K
$279K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
27+ 1.04% |
$2.89K - $3.26K
|
2.61K
$384K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
26+ 0.67% |
$2.78K - $3.14K
|
3.92K
$576K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
25+ 0.62% |
$2.68K - $3.02K
|
4.06K
$596K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
25+ 2.86% |
$2.68K - $3.02K
|
900
$132K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 1.31% |
$2.68K - $3.02K
|
1.93K
$283K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.02% |
$2.68K - $3.02K
|
141K
$20.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
24New |
$2.57K - $2.89K
|
24
$3.52K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
24+ 0.69% |
$2.57K - $2.89K
|
3.48K
$511K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
23+ 17.83% |
$2.46K - $2.77K
|
152
$22.3K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 17.89% |
$2.35K - $2.65K
|
145
$21.3K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
21+ 0.47% |
$2.25K - $2.53K
|
4.5K
$660K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
21+ 18.1% |
$2.25K - $2.53K
|
137
$20.1K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21New |
$2.25K - $2.53K
|
21
$3.08K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
20+ 0.26% |
$2.14K - $2.41K
|
7.82K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
19+ 0.27% |
$2.03K - $2.29K
|
6.93K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
18+ 0.39% |
$1.93K - $2.17K
|
4.59K
$674K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
17+ 0.73% |
$1.82K - $2.05K
|
2.36K
$346K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17New |
$1.82K - $2.05K
|
17
$2.49K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
16New |
$1.71K - $1.93K
|
16
$2.35K
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
15+ 0.56% |
$1.61K - $1.81K
|
2.7K
$396K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
15+ 0.61% |
$1.61K - $1.81K
|
2.49K
$365K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
14+ 0.5% |
$1.5K - $1.69K
|
2.81K
$413K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.38% |
$1.39K - $1.57K
|
3.41K
$501K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.08% |
$1.39K - $1.57K
|
15.3K
$2.25M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
12+ 1.65% |
$1.28K - $1.45K
|
740
$109K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12+ 0.22% |
$1.28K - $1.45K
|
5.51K
$809K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
12+ 0.52% |
$1.28K - $1.45K
|
2.31K
$339K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
10+ 0.26% |
$1.07K - $1.21K
|
3.83K
$561K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
10+ 0.1% |
$1.07K - $1.21K
|
9.66K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10New |
$1.07K - $1.21K
|
10
$1.47K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 0.38% |
$1.07K - $1.21K
|
2.67K
$392K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9+ 0.39% |
$963 - $1.09K
|
2.34K
$344K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
8New |
$856 - $965
|
8
$1.17K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
8+ 0.24% |
$856 - $965
|
3.37K
$495K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.22% |
$856 - $965
|
3.68K
$540K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
8+ 0.4% |
$856 - $965
|
1.99K
$292K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.14% |
$749 - $844
|
5.09K
$747K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7New |
$749 - $844
|
7
$1.03K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
7+ 0.33% |
$749 - $844
|
2.12K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 0.27% |
$749 - $844
|
2.58K
$379K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
5+ 2.63% |
$535 - $603
|
195
$28.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.6% |
$535 - $603
|
833
$122K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.74% |
$535 - $603
|
680
$99.8K
|