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 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
42+ 1.04% |
$5.71K - $6.49K
|
4.1K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
42+ 1.32% |
$5.71K - $6.49K
|
3.22K
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41+ 1.58% |
$5.58K - $6.34K
|
2.63K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
41New |
$5.58K - $6.34K
|
41
$6.03K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
40+ 0.18% |
$5.44K - $6.18K
|
22.8K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
38+ 0.15% |
$5.17K - $5.87K
|
25.8K
$3.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35+ 1.01% |
$4.76K - $5.41K
|
3.51K
$516K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
35+ 2.34% |
$4.76K - $5.41K
|
1.53K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
35+ 0.78% |
$4.76K - $5.41K
|
4.54K
$669K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
35+ 1.93% |
$4.76K - $5.41K
|
1.85K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
34+ 1.55% |
$4.63K - $5.25K
|
2.23K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
34+ 1.45% |
$4.63K - $5.25K
|
2.38K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
34+ 0.83% |
$4.63K - $5.25K
|
4.14K
$609K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 0.1% |
$4.63K - $5.25K
|
33.4K
$4.91M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
33+ 0.82% |
$4.49K - $5.1K
|
4.04K
$595K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
32+ 1.21% |
$4.35K - $4.94K
|
2.69K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
32+ 0.3% |
$4.35K - $4.94K
|
10.6K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
31+ 1.7% |
$4.22K - $4.79K
|
1.86K
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30+ 0.46% |
$4.08K - $4.64K
|
6.49K
$954K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
28+ 2.02% |
$3.81K - $4.33K
|
1.42K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
27+ 0.24% |
$3.67K - $4.17K
|
11.3K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
26+ 0.88% |
$3.54K - $4.02K
|
2.96K
$436K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
25+ 0.87% |
$3.4K - $3.86K
|
2.91K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
25+ 0.06% |
$3.4K - $3.86K
|
42.5K
$6.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
24New |
$3.27K - $3.71K
|
24
$3.53K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
24+ 1.13% |
$3.27K - $3.71K
|
2.15K
$316K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
22+ 0.12% |
$2.99K - $3.4K
|
18.4K
$2.71M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
22New |
$2.99K - $3.4K
|
22
$3.24K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
21+ 0.66% |
$2.86K - $3.24K
|
3.19K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.21% |
$2.86K - $3.24K
|
10.2K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
20+ 0.64% |
$2.72K - $3.09K
|
3.14K
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.07% |
$2.72K - $3.09K
|
27.5K
$4.05M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 0.8% |
$2.72K - $3.09K
|
2.51K
$370K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 25.68% |
$2.59K - $2.94K
|
93
$13.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
19+ 3.17% |
$2.59K - $2.94K
|
618
$90.9K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
19+ 100.0% |
$2.59K - $2.94K
|
38
$5.59K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19+ 1.18% |
$2.59K - $2.94K
|
1.63K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
19+ 0.64% |
$2.59K - $2.94K
|
2.98K
$438K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
19New |
$2.59K - $2.94K
|
19
$2.8K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
18+ 0.22% |
$2.45K - $2.78K
|
8.21K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 43.9% |
$2.45K - $2.78K
|
59
$8.68K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 1.24% |
$2.45K - $2.78K
|
1.47K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
18+ 1.7% |
$2.45K - $2.78K
|
1.08K
$158K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
18+ 0.34% |
$2.45K - $2.78K
|
5.36K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
18+ 8.87% |
$2.45K - $2.78K
|
221
$32.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
17+ 0.29% |
$2.31K - $2.63K
|
5.92K
$871K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
17New |
$2.31K - $2.63K
|
17
$2.5K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17+ 1.06% |
$2.31K - $2.63K
|
1.63K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
17+ 1.1% |
$2.31K - $2.63K
|
1.56K
$229K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17+ 0.12% |
$2.31K - $2.63K
|
13.8K
$2.03M
|