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 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-47- 0.25% |
$5.49K - $5.86K
|
18.6K
$2.74M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-47- 7.53% |
$5.49K - $5.86K
|
577
$84.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-48- 1.66% |
$5.61K - $5.99K
|
2.85K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-49- 1.19% |
$5.73K - $6.11K
|
4.08K
$600K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-49- 9.09% |
$5.73K - $6.11K
|
490
$72.1K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-50- 0.9% |
$5.84K - $6.24K
|
5.48K
$806K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-51- 2.51% |
$5.96K - $6.36K
|
1.98K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-51- 1.95% |
$5.96K - $6.36K
|
2.57K
$378K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-53- 1.49% |
$6.19K - $6.61K
|
3.5K
$514K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-54- 1.81% |
$6.31K - $6.73K
|
2.92K
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-55- 2.65% |
$6.43K - $6.86K
|
2.02K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-55- 0.54% |
$6.43K - $6.86K
|
10.2K
$1.5M
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-56- 1.74% |
$6.54K - $6.98K
|
3.17K
$466K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-57- 1.79% |
$6.66K - $7.11K
|
3.12K
$459K
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
SELL
|
- |
-59- 0.16% |
$6.89K - $7.36K
|
37.6K
$5.54M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-60- 3.33% |
$7.01K - $7.48K
|
1.74K
$257K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-61- 25.0% |
$7.13K - $7.61K
|
183
$26.9K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-62- 2.25% |
$7.24K - $7.73K
|
2.7K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-62- 2.55% |
$7.24K - $7.73K
|
2.37K
$349K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-65- 3.36% |
$7.59K - $8.11K
|
1.87K
$275K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-65- 3.35% |
$7.59K - $8.11K
|
1.87K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-65- 1.64% |
$7.59K - $8.11K
|
3.89K
$572K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-66- 4.78% |
$7.71K - $8.23K
|
1.32K
$193K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-67- 1.54% |
$7.83K - $8.36K
|
4.27K
$628K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67- 41.61% |
$7.83K - $8.36K
|
94
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-70- 1.03% |
$8.18K - $8.73K
|
6.7K
$985K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-74- 4.15% |
$8.65K - $9.23K
|
1.71K
$251K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-74- 0.7% |
$8.65K - $9.23K
|
10.5K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-75- 3.15% |
$8.76K - $9.35K
|
2.31K
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-75- 2.77% |
$8.76K - $9.35K
|
2.64K
$388K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-75- 1.96% |
$8.76K - $9.35K
|
3.75K
$551K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-75- 0.5% |
$8.76K - $9.35K
|
14.9K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-75- 0.22% |
$8.76K - $9.35K
|
34.2K
$5.04M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-76- 0.53% |
$8.88K - $9.48K
|
14.1K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-77- 0.62% |
$9K - $9.6K
|
12.4K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-77- 54.23% |
$9K - $9.6K
|
65
$9.56K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-78- 4.56% |
$9.11K - $9.73K
|
1.63K
$240K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-79- 0.69% |
$9.23K - $9.85K
|
11.5K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-81- 8.19% |
$9.46K - $10.1K
|
908
$134K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-81- 0.32% |
$9.46K - $10.1K
|
25.1K
$3.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-84- 0.17% |
$9.81K - $10.5K
|
49.3K
$7.25M
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-85- 1.03% |
$9.93K - $10.6K
|
8.16K
$1.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-87- 1.9% |
$10.2K - $10.8K
|
4.49K
$660K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-91- 0.52% |
$10.6K - $11.3K
|
17.4K
$2.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-91- 7.71% |
$10.6K - $11.3K
|
1.09K
$160K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-91- 2.9% |
$10.6K - $11.3K
|
3.05K
$448K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-95- 2.12% |
$11.1K - $11.8K
|
4.39K
$646K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-97- 2.29% |
$11.3K - $12.1K
|
4.14K
$609K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-97- 3.4% |
$11.3K - $12.1K
|
2.75K
$405K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-100- 4.65% |
$11.7K - $12.5K
|
2.05K
$302K
|