Purchases and Sales Made in Q1 2024 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q1 2024. 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 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
197+ 10.67% |
$23K - $24.6K
|
2.04K
$308K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
196+ 4.15% |
$22.9K - $24.4K
|
4.92K
$742K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
194+ 0.6% |
$22.7K - $24.2K
|
32.5K
$4.9M
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
188+ 0.52% |
$22K - $23.4K
|
36.3K
$5.47M
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
181+ 9.64% |
$21.1K - $22.6K
|
2.06K
$310K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
180+ 15.41% |
$21K - $22.4K
|
1.35K
$203K
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
179+ 1.15% |
$20.9K - $22.3K
|
15.8K
$2.38M
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
175+ 29.41% |
$20.4K - $21.8K
|
770
$116K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
170+ 14.87% |
$19.9K - $21.2K
|
1.31K
$198K
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
168+ 9.66% |
$19.6K - $21K
|
1.91K
$288K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
166+ 4.87% |
$19.4K - $20.7K
|
3.58K
$540K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
165+ 17.26% |
$19.3K - $20.6K
|
1.12K
$169K
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
162+ 5.15% |
$18.9K - $20.2K
|
3.31K
$499K
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
151+ 8.05% |
$17.6K - $18.8K
|
2.03K
$306K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
151+ 0.79% |
$17.6K - $18.8K
|
19.3K
$2.91M
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150+ 17.63% |
$17.5K - $18.7K
|
1K
$151K
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
147+ 2.0% |
$17.2K - $18.3K
|
7.49K
$1.13M
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
144+ 1.4% |
$16.8K - $18K
|
10.4K
$1.57M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
143+ 3.36% |
$16.7K - $17.8K
|
4.4K
$663K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
143+ 1.49% |
$16.7K - $17.8K
|
9.75K
$1.47M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
140+ 0.29% |
$16.4K - $17.5K
|
48.3K
$7.28M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
138+ 2.19% |
$16.1K - $17.2K
|
6.45K
$973K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
137+ 4.47% |
$16K - $17.1K
|
3.2K
$483K
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
131+ 11.05% |
$15.3K - $16.3K
|
1.32K
$199K
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
131+ 6.41% |
$15.3K - $16.3K
|
2.18K
$328K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
128+ 3.76% |
$15K - $16K
|
3.53K
$532K
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
127+ 3.18% |
$14.8K - $15.8K
|
4.12K
$622K
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
127New |
$14.8K - $15.8K
|
127
$19.2K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
127+ 3.14% |
$14.8K - $15.8K
|
4.17K
$629K
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
121+ 11.47% |
$14.1K - $15.1K
|
1.18K
$177K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
119+ 2.16% |
$13.9K - $14.8K
|
5.63K
$850K
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
118+ 4.99% |
$13.8K - $14.7K
|
2.49K
$375K
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
116+ 0.48% |
$13.6K - $14.5K
|
24.1K
$3.64M
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
116New |
$13.6K - $14.5K
|
116
$17.5K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
115+ 14.82% |
$13.4K - $14.3K
|
891
$134K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
114+ 2280.0% |
$13.3K - $14.2K
|
119
$18K
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
110+ 0.36% |
$12.9K - $13.7K
|
30.7K
$4.63M
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
109+ 2.8% |
$12.7K - $13.6K
|
4K
$603K
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
109New |
$12.7K - $13.6K
|
109
$16.4K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
108+ 1.39% |
$12.6K - $13.5K
|
7.88K
$1.19M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
108New |
$12.6K - $13.5K
|
108
$16.3K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
107+ 0.58% |
$12.5K - $13.3K
|
18.5K
$2.78M
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
106+ 5.56% |
$12.4K - $13.2K
|
2.01K
$304K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
102New |
$11.9K - $12.7K
|
102
$15.4K
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
102+ 0.88% |
$11.9K - $12.7K
|
11.7K
$1.77M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
101New |
$11.8K - $12.6K
|
101
$15.2K
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
100+ 3.26% |
$11.7K - $12.5K
|
3.17K
$478K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
100+ 68.49% |
$11.7K - $12.5K
|
246
$37.1K
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
99+ 2.68% |
$11.6K - $12.3K
|
3.8K
$573K
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
98+ 1.09% |
$11.5K - $12.2K
|
9.07K
$1.37M
|