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 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
38+ 2.22% |
$4.44K - $4.74K
|
1.75K
$258K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
37+ 0.46% |
$4.32K - $4.61K
|
8.09K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
35+ 1.65% |
$4.09K - $4.36K
|
2.15K
$316K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
34+ 0.34% |
$3.97K - $4.24K
|
10.1K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.79% |
$3.86K - $4.12K
|
1.88K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33New |
$3.86K - $4.12K
|
33
$4.85K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
31+ 9.23% |
$3.62K - $3.87K
|
367
$54K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
30+ 1.24% |
$3.51K - $3.74K
|
2.45K
$360K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
30+ 0.25% |
$3.51K - $3.74K
|
11.8K
$1.74M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30New |
$3.51K - $3.74K
|
30
$4.41K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
29+ 0.58% |
$3.39K - $3.62K
|
4.99K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
29+ 31.87% |
$3.39K - $3.62K
|
120
$17.6K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
27+ 1.54% |
$3.15K - $3.37K
|
1.78K
$261K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
27+ 11.89% |
$3.15K - $3.37K
|
254
$37.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
26+ 1.33% |
$3.04K - $3.24K
|
1.98K
$291K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
26+ 0.07% |
$3.04K - $3.24K
|
35.6K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
26+ 0.03% |
$3.04K - $3.24K
|
83K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 5.45% |
$2.92K - $3.12K
|
484
$71.2K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
25+ 0.85% |
$2.92K - $3.12K
|
2.98K
$438K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
24+ 0.64% |
$2.8K - $2.99K
|
3.75K
$552K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
24+ 0.74% |
$2.8K - $2.99K
|
3.27K
$480K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23+ 0.36% |
$2.69K - $2.87K
|
6.39K
$940K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23+ 0.55% |
$2.69K - $2.87K
|
4.21K
$618K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
23+ 0.83% |
$2.69K - $2.87K
|
2.8K
$411K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
23+ 0.76% |
$2.69K - $2.87K
|
3.05K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
23+ 0.9% |
$2.69K - $2.87K
|
2.57K
$378K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23+ 0.55% |
$2.69K - $2.87K
|
4.21K
$618K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
21+ 3.0% |
$2.45K - $2.62K
|
721
$106K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
21+ 0.79% |
$2.45K - $2.62K
|
2.69K
$395K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 3.93% |
$2.34K - $2.49K
|
529
$77.8K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19+ 0.18% |
$2.22K - $2.37K
|
10.5K
$1.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 0.1% |
$2.1K - $2.24K
|
17.9K
$2.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
18+ 24.32% |
$2.1K - $2.24K
|
92
$13.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
18+ 0.12% |
$2.1K - $2.24K
|
15K
$2.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
18+ 0.75% |
$2.1K - $2.24K
|
2.43K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18+ 0.23% |
$2.1K - $2.24K
|
7.9K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
17+ 0.07% |
$1.99K - $2.12K
|
23.2K
$3.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
17+ 0.57% |
$1.99K - $2.12K
|
2.99K
$440K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 6.49% |
$1.99K - $2.12K
|
279
$41K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
17+ 0.38% |
$1.99K - $2.12K
|
4.47K
$658K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
16+ 0.56% |
$1.87K - $2K
|
2.87K
$422K
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
16+ 0.5% |
$1.87K - $2K
|
3.21K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
16+ 0.25% |
$1.87K - $2K
|
6.3K
$925K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
15+ 0.01% |
$1.75K - $1.87K
|
115K
$16.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13+ 0.36% |
$1.52K - $1.62K
|
3.59K
$527K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.13% |
$1.4K - $1.5K
|
9.02K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.62% |
$1.4K - $1.5K
|
1.94K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.53% |
$1.29K - $1.37K
|
2.07K
$304K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
10+ 66.67% |
$1.17K - $1.25K
|
25
$3.68K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
10+ 0.4% |
$1.17K - $1.25K
|
2.51K
$368K
|