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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
83+ 0.61% |
$11.3K - $12.8K
|
13.7K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
81+ 7.59% |
$11K - $12.5K
|
1.15K
$169K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
77+ 12.15% |
$10.5K - $11.9K
|
711
$105K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
77+ 26.37% |
$10.5K - $11.9K
|
369
$54.3K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
77New |
$10.5K - $11.9K
|
77
$11.3K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
75+ 4.71% |
$10.2K - $11.6K
|
1.67K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
75+ 2.06% |
$10.2K - $11.6K
|
3.71K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
75+ 0.5% |
$10.2K - $11.6K
|
14.9K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
74+ 2.37% |
$10.1K - $11.4K
|
3.19K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
74+ 98.67% |
$10.1K - $11.4K
|
149
$21.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
71+ 0.94% |
$9.66K - $11K
|
7.62K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
70+ 2.37% |
$9.52K - $10.8K
|
3.03K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
70+ 2.85% |
$9.52K - $10.8K
|
2.53K
$372K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
69New |
$9.39K - $10.7K
|
69
$10.2K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
69New |
$9.39K - $10.7K
|
69
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
69New |
$9.39K - $10.7K
|
69
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
68+ 1.23% |
$9.25K - $10.5K
|
5.59K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
67+ 1.23% |
$9.12K - $10.4K
|
5.53K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
66+ 0.18% |
$8.98K - $10.2K
|
37.2K
$5.47M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
64+ 33.16% |
$8.71K - $9.89K
|
257
$37.8K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
64New |
$8.71K - $9.89K
|
64
$9.42K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
61+ 0.89% |
$8.3K - $9.43K
|
6.88K
$1.01M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
61+ 0.95% |
$8.3K - $9.43K
|
6.47K
$952K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
60+ 2.48% |
$8.16K - $9.27K
|
2.48K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
60+ 0.73% |
$8.16K - $9.27K
|
8.33K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
60+ 2.33% |
$8.16K - $9.27K
|
2.64K
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58+ 1.22% |
$7.89K - $8.96K
|
4.82K
$709K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
57+ 1.88% |
$7.76K - $8.81K
|
3.09K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
55+ 0.22% |
$7.48K - $8.5K
|
25.4K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
55+ 20.07% |
$7.48K - $8.5K
|
329
$48.4K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
54+ 2.46% |
$7.35K - $8.34K
|
2.25K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
54+ 1.88% |
$7.35K - $8.34K
|
2.92K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
52+ 2.17% |
$7.08K - $8.04K
|
2.44K
$359K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
52New |
$7.08K - $8.04K
|
52
$7.65K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
51+ 1.11% |
$6.94K - $7.88K
|
4.65K
$684K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
50+ 1.3% |
$6.8K - $7.73K
|
3.91K
$575K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
50+ 3.17% |
$6.8K - $7.73K
|
1.63K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
50+ 18.66% |
$6.8K - $7.73K
|
318
$46.8K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
50+ 3.43% |
$6.8K - $7.73K
|
1.51K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
49+ 0.56% |
$6.67K - $7.57K
|
8.84K
$1.3M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
49+ 2.63% |
$6.67K - $7.57K
|
1.91K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
48+ 0.6% |
$6.53K - $7.42K
|
8K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
45+ 0.97% |
$6.12K - $6.95K
|
4.69K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
45+ 0.34% |
$6.12K - $6.95K
|
13.2K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
44+ 2.84% |
$5.99K - $6.8K
|
1.59K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
44+ 2.89% |
$5.99K - $6.8K
|
1.57K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
44New |
$5.99K - $6.8K
|
44
$6.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
44+ 81.48% |
$5.99K - $6.8K
|
98
$14.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42+ 60.0% |
$5.71K - $6.49K
|
112
$16.5K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
42+ 1.93% |
$5.71K - $6.49K
|
2.22K
$327K
|