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 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-256- 28.99% |
$27.4K - $30.9K
|
627
$92.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-260- 5.41% |
$27.8K - $31.4K
|
4.54K
$671K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-262- 0.76% |
$28K - $31.6K
|
34.3K
$5.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-271- 3.84% |
$29K - $32.7K
|
6.78K
$1M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-274- 2.1% |
$29.3K - $33K
|
12.8K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-277- 3.65% |
$29.6K - $33.4K
|
7.32K
$1.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-284- 13.85% |
$30.4K - $34.3K
|
1.77K
$261K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-284- 1.17% |
$30.4K - $34.3K
|
23.9K
$3.54M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-294- 34.83% |
$31.5K - $35.5K
|
550
$81.2K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-294- 0.86% |
$31.5K - $35.5K
|
33.9K
$5.01M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-298Closed |
$31.9K - $35.9K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-299- 61.78% |
$32K - $36.1K
|
185
$27.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-300- 5.42% |
$32.1K - $36.2K
|
5.23K
$773K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 35.29% |
$32.1K - $36.2K
|
550
$81.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-308- 7.79% |
$33K - $37.1K
|
3.65K
$539K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-309- 2.35% |
$33.1K - $37.3K
|
12.8K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-314- 8.15% |
$33.6K - $37.9K
|
3.54K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-330- 0.78% |
$35.3K - $39.8K
|
41.8K
$6.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-332- 6.46% |
$35.5K - $40K
|
4.81K
$710K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-337- 11.67% |
$36.1K - $40.6K
|
2.55K
$377K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-339- 0.22% |
$36.3K - $40.9K
|
152K
$22.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-340- 0.72% |
$36.4K - $41K
|
46.9K
$6.92M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-340- 2.5% |
$36.4K - $41K
|
13.3K
$1.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-351- 6.35% |
$37.6K - $42.3K
|
5.18K
$764K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-354- 3.72% |
$37.9K - $42.7K
|
9.16K
$1.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-355- 5.79% |
$38K - $42.8K
|
5.78K
$853K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-360- 5.14% |
$38.5K - $43.4K
|
6.65K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-363- 15.91% |
$38.8K - $43.8K
|
1.92K
$283K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-366- 11.52% |
$39.2K - $44.1K
|
2.81K
$415K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-369- 2.66% |
$39.5K - $44.5K
|
13.5K
$1.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-374- 11.88% |
$40K - $45.1K
|
2.78K
$410K
|
|
|
Apr 24, 2023
Q1 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-380- 0.45% |
$40.7K - $45.8K
|
83.6K
$12.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-390- 8.51% |
$41.7K - $47K
|
4.19K
$619K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-391- 4.37% |
$41.8K - $47.2K
|
8.55K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-392- 98.0% |
$41.9K - $47.3K
|
8
$1.18K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-393- 13.45% |
$42.1K - $47.4K
|
2.53K
$373K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-394- 6.07% |
$42.2K - $47.5K
|
6.09K
$900K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-395- 1.56% |
$42.3K - $47.6K
|
24.9K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-395- 1.15% |
$42.3K - $47.6K
|
33.9K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-400- 3.95% |
$42.8K - $48.2K
|
9.72K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-404- 3.25% |
$43.2K - $48.7K
|
12K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-410- 1.09% |
$43.9K - $49.4K
|
37.1K
$5.48M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-412- 3.87% |
$44.1K - $49.7K
|
10.2K
$1.51M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-414- 3.05% |
$44.3K - $49.9K
|
13.1K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-421- 3.07% |
$45K - $50.8K
|
13.3K
$1.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-424- 4.6% |
$45.4K - $51.1K
|
8.8K
$1.3M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-430- 8.32% |
$46K - $51.9K
|
4.74K
$700K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-431- 4.28% |
$46.1K - $52K
|
9.64K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-442- 7.16% |
$47.3K - $53.3K
|
5.73K
$846K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-446- 8.93% |
$47.7K - $53.8K
|
4.55K
$672K
|