Purchases and Sales Made in Q1 2025 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q1 2025. 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 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
245+ 17.65% |
$33.3K - $37.9K
|
1.63K
$240K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
245New |
$33.3K - $37.9K
|
245
$36K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
244+ 1.41% |
$33.2K - $37.7K
|
17.6K
$2.58M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
241+ 0.64% |
$32.8K - $37.2K
|
38.1K
$5.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
240+ 4.23% |
$32.7K - $37.1K
|
5.91K
$870K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
239+ 14.26% |
$32.5K - $36.9K
|
1.92K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
239+ 2.18% |
$32.5K - $36.9K
|
11.2K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
239+ 0.53% |
$32.5K - $36.9K
|
45.4K
$6.68M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
236+ 0.98% |
$32.1K - $36.5K
|
24.3K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
236+ 10.8% |
$32.1K - $36.5K
|
2.42K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
235+ 1.63% |
$32K - $36.3K
|
14.6K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
235+ 1.45% |
$32K - $36.3K
|
16.5K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
233+ 3.55% |
$31.7K - $36K
|
6.79K
$999K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
229+ 2.88% |
$31.2K - $35.4K
|
8.19K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
227+ 3.72% |
$30.9K - $35.1K
|
6.34K
$932K
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
226+ 0.62% |
$30.7K - $34.9K
|
36.8K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
222New |
$30.2K - $34.3K
|
222
$32.7K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
221+ 3.07% |
$30.1K - $34.1K
|
7.41K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
220New |
$29.9K - $34K
|
220
$32.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
215+ 14.05% |
$29.3K - $33.2K
|
1.75K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
210+ 11.47% |
$28.6K - $32.4K
|
2.04K
$300K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
207+ 10.58% |
$28.2K - $32K
|
2.16K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
207+ 21.41% |
$28.2K - $32K
|
1.17K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
207+ 2.56% |
$28.2K - $32K
|
8.31K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
205+ 2.61% |
$27.9K - $31.7K
|
8.05K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
200+ 11.67% |
$27.2K - $30.9K
|
1.91K
$282K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
199+ 5.45% |
$27.1K - $30.7K
|
3.85K
$567K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
193+ 1.1% |
$26.3K - $29.8K
|
17.7K
$2.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
193+ 10.17% |
$26.3K - $29.8K
|
2.09K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
190+ 59.75% |
$25.9K - $29.4K
|
508
$74.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
172+ 13.94% |
$23.4K - $26.6K
|
1.41K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
171+ 10.88% |
$23.3K - $26.4K
|
1.74K
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
169+ 8.87% |
$23K - $26.1K
|
2.07K
$305K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
168+ 1.36% |
$22.9K - $26K
|
12.6K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
168+ 1.61% |
$22.9K - $26K
|
10.6K
$1.56M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
167+ 1.73% |
$22.7K - $25.8K
|
9.8K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
166+ 4.89% |
$22.6K - $25.7K
|
3.56K
$524K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
165+ 0.81% |
$22.4K - $25.5K
|
20.6K
$3.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 25.55% |
$22.3K - $25.3K
|
806
$119K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
163+ 4.07% |
$22.2K - $25.2K
|
4.17K
$613K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
162+ 5.48% |
$22K - $25K
|
3.12K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
162+ 3.48% |
$22K - $25K
|
4.81K
$708K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
161+ 1.02% |
$21.9K - $24.9K
|
16K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
158+ 7.03% |
$21.5K - $24.4K
|
2.41K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
155+ 36.64% |
$21.1K - $24K
|
578
$85K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
155+ 39.95% |
$21.1K - $24K
|
543
$79.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
153+ 4.23% |
$20.8K - $23.6K
|
3.77K
$555K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
153+ 1.43% |
$20.8K - $23.6K
|
10.8K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
149+ 59.36% |
$20.3K - $23K
|
400
$58.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
147+ 4.87% |
$20K - $22.7K
|
3.16K
$466K
|