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 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.22% |
$535 - $603
|
2.3K
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.29% |
$428 - $482
|
1.39K
$205K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.11% |
$428 - $482
|
3.76K
$555K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.15% |
$321 - $362
|
2.06K
$304K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.71% |
$321 - $362
|
423
$62.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.65% |
$214 - $241
|
310
$45.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.82% |
$214 - $241
|
246
$36.3K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$214 - $241
|
796
$118K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.53% |
$214 - $241
|
382
$56.4K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.1% |
$214 - $241
|
2.04K
$302K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$214 - $241
|
3.41K
$503K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.53% |
$214 - $241
|
378
$55.8K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2+ 0.6% |
$214 - $241
|
337
$49.8K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2+ 0.09% |
$214 - $241
|
2.34K
$345K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.02% |
$107 - $121
|
4.43K
$653K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 25.0% |
$107 - $121
|
5
$738
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$107 - $121
|
8.92K
$1.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$107 - $121
|
4.08K
$602K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.71% |
$107 - $121
|
141
$20.8K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$107 - $121
|
2.39K
$352K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.47% |
$107 - $121
|
69
$10.2K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$107 - $121
|
3.11K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 1.03% |
$107 - $121
|
98
$14.5K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$107 - $121
|
1
$148
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.09% |
$107 - $121
|
1.08K
$160K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$107 - $121
|
5.63K
$831K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1- 0.01% |
$107 - $121
|
12.7K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.86% |
$107 - $121
|
115
$17K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.21% |
$107 - $121
|
477
$70.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2- 1.44% |
$214 - $241
|
137
$20.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3- 0.11% |
$321 - $362
|
2.83K
$417K
|
|
|
Apr 20, 2023
Q1 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-4- 0.01% |
$428 - $482
|
62.3K
$9.19M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.67% |
$428 - $482
|
596
$88K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-4- 1.01% |
$428 - $482
|
391
$57.7K
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-4- 0.26% |
$428 - $482
|
1.54K
$227K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-5- 0.04% |
$535 - $603
|
12.6K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-5- 0.02% |
$535 - $603
|
29.4K
$4.34M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 1.96% |
$642 - $724
|
300
$44.3K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 35.29% |
$642 - $724
|
11
$1.62K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-7- 0.13% |
$749 - $844
|
5.58K
$824K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-7- 0.35% |
$749 - $844
|
2.01K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 8.64% |
$749 - $844
|
74
$10.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-8- 0.21% |
$856 - $965
|
3.89K
$575K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8- 0.22% |
$856 - $965
|
3.63K
$536K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-8- 0.67% |
$856 - $965
|
1.19K
$176K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-8- 0.25% |
$856 - $965
|
3.16K
$467K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9- 0.12% |
$963 - $1.09K
|
7.74K
$1.14M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-9- 0.04% |
$963 - $1.09K
|
20.1K
$2.97M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-9- 0.14% |
$963 - $1.09K
|
6.52K
$963K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 7.25% |
$1.07K - $1.21K
|
128
$18.9K
|