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 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
100+ 68.49% |
$11.7K - $12.5K
|
246
$35.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
99+ 2.68% |
$11.6K - $12.3K
|
3.8K
$551K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
98+ 1.09% |
$11.5K - $12.2K
|
9.07K
$1.32M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
98+ 3.17% |
$11.5K - $12.2K
|
3.19K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
98+ 1.94% |
$11.5K - $12.2K
|
5.16K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
98+ 2.05% |
$11.5K - $12.2K
|
4.88K
$708K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
95+ 5.11% |
$11.1K - $11.8K
|
1.95K
$284K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
92+ 3.75% |
$10.7K - $11.5K
|
2.54K
$369K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
90+ 2.57% |
$10.5K - $11.2K
|
3.6K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
88+ 1.18% |
$10.3K - $11K
|
7.57K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.55% |
$9.81K - $10.5K
|
15.4K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
80New |
$9.35K - $9.98K
|
80
$11.6K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
80+ 0.55% |
$9.35K - $9.98K
|
14.6K
$2.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
78+ 1.76% |
$9.11K - $9.73K
|
4.5K
$654K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
78+ 2.87% |
$9.11K - $9.73K
|
2.8K
$407K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
78+ 18.84% |
$9.11K - $9.73K
|
492
$71.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
75+ 1.65% |
$8.76K - $9.35K
|
4.63K
$672K
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
75+ 2.58% |
$8.76K - $9.35K
|
2.98K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
72+ 2.48% |
$8.41K - $8.98K
|
2.98K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
71+ 1.23% |
$8.3K - $8.85K
|
5.83K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
69+ 0.73% |
$8.06K - $8.6K
|
9.57K
$1.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
68New |
$7.95K - $8.48K
|
68
$9.88K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
68+ 0.6% |
$7.95K - $8.48K
|
11.4K
$1.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
63+ 0.35% |
$7.36K - $7.86K
|
18.3K
$2.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
61+ 1.55% |
$7.13K - $7.61K
|
3.99K
$579K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
60+ 2.81% |
$7.01K - $7.48K
|
2.2K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
60+ 1.3% |
$7.01K - $7.48K
|
4.68K
$680K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
59+ 7.59% |
$6.89K - $7.36K
|
836
$121K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59+ 1.55% |
$6.89K - $7.36K
|
3.86K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
58+ 0.42% |
$6.78K - $7.23K
|
13.9K
$2.02M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
57New |
$6.66K - $7.11K
|
57
$8.28K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
56+ 1.05% |
$6.54K - $6.98K
|
5.4K
$785K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
55+ 1.95% |
$6.43K - $6.86K
|
2.88K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
54+ 3.26% |
$6.31K - $6.73K
|
1.71K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
53+ 0.84% |
$6.19K - $6.61K
|
6.34K
$920K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
52+ 1.87% |
$6.08K - $6.48K
|
2.84K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52+ 2.68% |
$6.08K - $6.48K
|
1.99K
$290K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
51+ 1.63% |
$5.96K - $6.36K
|
3.18K
$462K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
49+ 0.5% |
$5.73K - $6.11K
|
9.9K
$1.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
48+ 0.23% |
$5.61K - $5.99K
|
21.2K
$3.08M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
47+ 1.14% |
$5.49K - $5.86K
|
4.18K
$606K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
44+ 1.89% |
$5.14K - $5.49K
|
2.38K
$345K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 2.47% |
$5.02K - $5.36K
|
1.79K
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
42New |
$4.91K - $5.24K
|
42
$6.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
41+ 1.21% |
$4.79K - $5.11K
|
3.44K
$500K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
41New |
$4.79K - $5.11K
|
41
$5.95K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
40New |
$4.67K - $4.99K
|
40
$5.81K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
40+ 1.73% |
$4.67K - $4.99K
|
2.36K
$342K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
40+ 0.71% |
$4.67K - $4.99K
|
5.64K
$818K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
38+ 0.07% |
$4.44K - $4.74K
|
56.3K
$8.18M
|