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 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-309- 3.15% |
$36.1K - $38.5K
|
9.5K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-310- 13.88% |
$36.2K - $38.7K
|
1.92K
$287K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-323- 1.96% |
$37.7K - $40.3K
|
16.2K
$2.41M
|
|
|
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
$131K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-334- 7.25% |
$39K - $41.7K
|
4.28K
$637K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-336- 1.28% |
$39.3K - $41.9K
|
26K
$3.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-341- 3.09% |
$39.8K - $42.5K
|
10.7K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-342- 2.29% |
$40K - $42.7K
|
14.6K
$2.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-344- 6.78% |
$40.2K - $42.9K
|
4.73K
$705K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-347- 13.72% |
$40.5K - $43.3K
|
2.18K
$325K
|
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-350- 10.61% |
$40.9K - $43.6K
|
2.95K
$440K
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-350- 1.54% |
$40.9K - $43.6K
|
22.4K
$3.34M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-350- 2.77% |
$40.9K - $43.6K
|
12.3K
$1.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-353- 1.31% |
$41.2K - $44K
|
26.6K
$3.97M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-355- 1.66% |
$41.5K - $44.3K
|
21K
$3.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-364- 10.13% |
$42.5K - $45.4K
|
3.23K
$482K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-371- 10.15% |
$43.3K - $46.3K
|
3.29K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-374- 2.85% |
$43.7K - $46.6K
|
12.8K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-380- 1.27% |
$44.4K - $47.4K
|
29.6K
$4.41M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-382- 3.65% |
$44.6K - $47.6K
|
10.1K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-389- 0.55% |
$45.5K - $48.5K
|
70.3K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-400- 7.14% |
$46.7K - $49.9K
|
5.2K
$775K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-405- 4.5% |
$47.3K - $50.5K
|
8.59K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-410- 4.83% |
$47.9K - $51.1K
|
8.09K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-410- 60.03% |
$47.9K - $51.1K
|
273
$40.7K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-418- 84.62% |
$48.8K - $52.1K
|
76
$11.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-420- 32.31% |
$49.1K - $52.4K
|
880
$131K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-423- 1.67% |
$49.4K - $52.8K
|
24.9K
$3.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-430- 11.56% |
$50.2K - $53.6K
|
3.29K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-431- 1.25% |
$50.4K - $53.8K
|
34K
$5.06M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-432- 0.75% |
$50.5K - $53.9K
|
57.1K
$8.52M
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-433- 0.61% |
$50.6K - $54K
|
70.7K
$10.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-435- 1.76% |
$50.8K - $54.2K
|
24.2K
$3.61M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-437- 2.56% |
$51.1K - $54.5K
|
16.6K
$2.48M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-446- 29.48% |
$52.1K - $55.6K
|
1.07K
$159K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-449- 29.06% |
$52.5K - $56K
|
1.1K
$163K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-450- 0.74% |
$52.6K - $56.1K
|
60K
$8.94M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-453- 4.42% |
$52.9K - $56.5K
|
9.79K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-454- 0.39% |
$53K - $56.6K
|
115K
$17.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-455- 5.75% |
$53.2K - $56.7K
|
7.46K
$1.11M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-458- 1.61% |
$53.5K - $57.1K
|
28K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-458- 10.06% |
$53.5K - $57.1K
|
4.09K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-461- 2.69% |
$53.9K - $57.5K
|
16.6K
$2.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-465- 2.07% |
$54.3K - $58K
|
22K
$3.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-466- 3.71% |
$54.4K - $58.1K
|
12.1K
$1.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-473- 10.98% |
$55.3K - $59K
|
3.83K
$572K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-483- 1.51% |
$56.4K - $60.2K
|
31.6K
$4.71M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-483- 5.41% |
$56.4K - $60.2K
|
8.45K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-487- 0.6% |
$56.9K - $60.7K
|
80.2K
$12M
|