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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-55- 2.65% |
$6.43K - $6.86K
|
2.02K
$301K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-55- 0.54% |
$6.43K - $6.86K
|
10.2K
$1.52M
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-56- 1.74% |
$6.54K - $6.98K
|
3.17K
$470K
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-57- 1.79% |
$6.66K - $7.11K
|
3.12K
$464K
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
SELL
|
- |
-59- 0.16% |
$6.89K - $7.36K
|
37.6K
$5.59M
|
|
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
$259K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-61- 25.0% |
$7.13K - $7.61K
|
183
$27.2K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-62- 2.25% |
$7.24K - $7.73K
|
2.7K
$401K
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-62- 2.55% |
$7.24K - $7.73K
|
2.37K
$353K
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-65- 3.36% |
$7.59K - $8.11K
|
1.87K
$278K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-65- 3.35% |
$7.59K - $8.11K
|
1.87K
$279K
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-65- 1.64% |
$7.59K - $8.11K
|
3.89K
$578K
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-66- 4.78% |
$7.71K - $8.23K
|
1.32K
$195K
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-67- 1.54% |
$7.83K - $8.36K
|
4.27K
$635K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-67- 41.61% |
$7.83K - $8.36K
|
94
$14K
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-70- 1.03% |
$8.18K - $8.73K
|
6.7K
$995K
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-74- 4.15% |
$8.65K - $9.23K
|
1.71K
$254K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-74- 0.7% |
$8.65K - $9.23K
|
10.5K
$1.56M
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-75- 3.15% |
$8.76K - $9.35K
|
2.31K
$343K
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-75- 2.77% |
$8.76K - $9.35K
|
2.64K
$392K
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-75- 1.96% |
$8.76K - $9.35K
|
3.75K
$557K
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-75- 0.5% |
$8.76K - $9.35K
|
14.9K
$2.21M
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-75- 0.22% |
$8.76K - $9.35K
|
34.2K
$5.09M
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-76- 0.53% |
$8.88K - $9.48K
|
14.1K
$2.1M
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-77- 0.62% |
$9K - $9.6K
|
12.4K
$1.85M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-77- 54.23% |
$9K - $9.6K
|
65
$9.66K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-78- 4.56% |
$9.11K - $9.73K
|
1.63K
$243K
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-79- 0.69% |
$9.23K - $9.85K
|
11.5K
$1.7M
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-81- 8.19% |
$9.46K - $10.1K
|
908
$135K
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-81- 0.32% |
$9.46K - $10.1K
|
25.1K
$3.74M
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-84- 0.17% |
$9.81K - $10.5K
|
49.3K
$7.33M
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-85- 1.03% |
$9.93K - $10.6K
|
8.16K
$1.21M
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-87- 1.9% |
$10.2K - $10.8K
|
4.49K
$667K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-91- 0.52% |
$10.6K - $11.3K
|
17.4K
$2.58M
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-91- 7.71% |
$10.6K - $11.3K
|
1.09K
$162K
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-91- 2.9% |
$10.6K - $11.3K
|
3.05K
$453K
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-95- 2.12% |
$11.1K - $11.8K
|
4.39K
$653K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-97- 2.29% |
$11.3K - $12.1K
|
4.14K
$615K
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-97- 3.4% |
$11.3K - $12.1K
|
2.75K
$409K
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-100- 4.65% |
$11.7K - $12.5K
|
2.05K
$305K
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-100- 4.47% |
$11.7K - $12.5K
|
2.14K
$318K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-100- 2.2% |
$11.7K - $12.5K
|
4.45K
$661K
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 3.66% |
$11.7K - $12.5K
|
2.63K
$391K
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 0.95% |
$11.7K - $12.5K
|
10.4K
$1.55M
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 24.63% |
$11.7K - $12.5K
|
306
$45.5K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-101- 4.96% |
$11.8K - $12.6K
|
1.93K
$287K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-102- 1.34% |
$11.9K - $12.7K
|
7.48K
$1.11M
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-102- 0.14% |
$11.9K - $12.7K
|
70.3K
$10.4M
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-105- 3.66% |
$12.3K - $13.1K
|
2.77K
$411K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-106- 4.89% |
$12.4K - $13.2K
|
2.06K
$306K
|