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 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-200- 10.67% |
$23.4K - $24.9K
|
1.68K
$249K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-200- 33.33% |
$23.4K - $24.9K
|
400
$59.5K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-202- 5.71% |
$23.6K - $25.2K
|
3.34K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-202- 4.49% |
$23.6K - $25.2K
|
4.3K
$639K
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-209- 0.74% |
$24.4K - $26.1K
|
27.9K
$4.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-210- 3.89% |
$24.5K - $26.2K
|
5.2K
$772K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-211- 54.52% |
$24.7K - $26.3K
|
176
$26.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-221- 4.73% |
$25.8K - $27.6K
|
4.45K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-224- 1.25% |
$26.2K - $27.9K
|
17.7K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-225- 5.09% |
$26.3K - $28.1K
|
4.2K
$624K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-230- 4.87% |
$26.9K - $28.7K
|
4.5K
$668K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-232- 2.2% |
$27.1K - $28.9K
|
10.3K
$1.54M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-234- 1.5% |
$27.3K - $29.2K
|
15.3K
$2.28M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-237- 14.46% |
$27.7K - $29.6K
|
1.4K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-238- 2.99% |
$27.8K - $29.7K
|
7.72K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-240- 27.43% |
$28K - $29.9K
|
635
$94.4K
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-240- 3.58% |
$28K - $29.9K
|
6.46K
$960K
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-242- 0.98% |
$28.3K - $30.2K
|
24.4K
$3.63M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-242- 4.16% |
$28.3K - $30.2K
|
5.58K
$829K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-243- 2.41% |
$28.4K - $30.3K
|
9.84K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-245- 5.36% |
$28.6K - $30.6K
|
4.33K
$643K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-247- 0.82% |
$28.9K - $30.8K
|
30.1K
$4.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-249- 2.49% |
$29.1K - $31.1K
|
9.77K
$1.45M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-250- 0.6% |
$29.2K - $31.2K
|
41.1K
$6.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-251- 9.88% |
$29.3K - $31.3K
|
2.29K
$340K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-256- 7.17% |
$29.9K - $31.9K
|
3.32K
$493K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-260- 4.31% |
$30.4K - $32.4K
|
5.77K
$857K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-263- 12.32% |
$30.7K - $32.8K
|
1.87K
$278K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-265- 1.82% |
$31K - $33K
|
14.3K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-273- 3.07% |
$31.9K - $34K
|
8.62K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-275- 23.79% |
$32.1K - $34.3K
|
881
$131K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-276- 0.18% |
$32.2K - $34.4K
|
156K
$23.2M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-280- 72.16% |
$32.7K - $34.9K
|
108
$16.1K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-282- 5.09% |
$32.9K - $35.2K
|
5.26K
$781K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-283- 12.93% |
$33.1K - $35.3K
|
1.91K
$283K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-288- 9.64% |
$33.6K - $35.9K
|
2.7K
$401K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-289- 8.31% |
$33.8K - $36K
|
3.19K
$474K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-295- 1.66% |
$34.5K - $36.8K
|
17.5K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-298- 50.0% |
$34.8K - $37.2K
|
298
$44.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-300- 4.26% |
$35.1K - $37.4K
|
6.75K
$1M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.31% |
$35.1K - $37.4K
|
96.1K
$14.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-300- 7.77% |
$35.1K - $37.4K
|
3.56K
$529K
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-301- 1.62% |
$35.2K - $37.5K
|
18.3K
$2.72M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-302- 39.22% |
$35.3K - $37.7K
|
468
$69.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-307- 15.85% |
$35.9K - $38.3K
|
1.63K
$242K
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-309- 3.15% |
$36.1K - $38.5K
|
9.5K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-310- 13.88% |
$36.2K - $38.7K
|
1.92K
$286K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-323- 1.96% |
$37.7K - $40.3K
|
16.2K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-333- 2.28% |
$38.9K - $41.5K
|
14.2K
$2.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-334- 27.6% |
$39K - $41.7K
|
876
$130K
|