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 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15+ 0.88% |
$2.04K - $2.32K
|
1.72K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 57.69% |
$2.04K - $2.32K
|
41
$6.03K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
15+ 0.13% |
$2.04K - $2.32K
|
12K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15New |
$2.04K - $2.32K
|
15
$2.21K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
15+ 0.64% |
$2.04K - $2.32K
|
2.36K
$347K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
14+ 0.45% |
$1.9K - $2.16K
|
3.14K
$462K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14+ 1.5% |
$1.9K - $2.16K
|
947
$139K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.52% |
$1.9K - $2.16K
|
2.7K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
13+ 26.0% |
$1.77K - $2.01K
|
63
$9.27K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
13+ 0.15% |
$1.77K - $2.01K
|
8.87K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
13+ 0.42% |
$1.77K - $2.01K
|
3.13K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 1.16% |
$1.63K - $1.85K
|
1.05K
$154K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12+ 0.83% |
$1.63K - $1.85K
|
1.45K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11+ 2.78% |
$1.5K - $1.7K
|
407
$59.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$1.5K - $1.7K
|
4.86K
$715K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11+ 14.29% |
$1.5K - $1.7K
|
88
$12.9K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
11+ 9.57% |
$1.5K - $1.7K
|
126
$18.5K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
11+ 0.62% |
$1.5K - $1.7K
|
1.77K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
10+ 0.3% |
$1.36K - $1.55K
|
3.32K
$488K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10New |
$1.36K - $1.55K
|
10
$1.47K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 3.62% |
$1.36K - $1.55K
|
286
$42.1K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10+ 0.14% |
$1.36K - $1.55K
|
7.16K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
10+ 0.19% |
$1.36K - $1.55K
|
5.15K
$757K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9+ 0.48% |
$1.22K - $1.39K
|
1.88K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 52.94% |
$1.22K - $1.39K
|
26
$3.83K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9+ 0.14% |
$1.22K - $1.39K
|
6.53K
$961K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
9+ 0.37% |
$1.22K - $1.39K
|
2.43K
$358K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$1.09K - $1.24K
|
8
$1.18K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$1.09K - $1.24K
|
8
$1.18K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8+ 0.12% |
$1.09K - $1.24K
|
6.75K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
8New |
$1.09K - $1.24K
|
8
$1.18K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
7+ 0.32% |
$952 - $1.08K
|
2.19K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 4.61% |
$952 - $1.08K
|
159
$23.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7+ 0.37% |
$952 - $1.08K
|
1.89K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.14% |
$952 - $1.08K
|
5.15K
$758K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
7+ 0.06% |
$952 - $1.08K
|
12.5K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6+ 0.17% |
$816 - $927
|
3.63K
$535K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6+ 0.09% |
$816 - $927
|
6.68K
$982K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$816 - $927
|
6
$883
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 4.14% |
$816 - $927
|
151
$22.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$680 - $773
|
4.07K
$599K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.26% |
$680 - $773
|
1.97K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.59% |
$680 - $773
|
855
$126K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$680 - $773
|
5
$736
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.21% |
$544 - $618
|
1.87K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
4+ 0.18% |
$544 - $618
|
2.29K
$336K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.11% |
$544 - $618
|
3.81K
$561K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
4+ 0.18% |
$544 - $618
|
2.18K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4+ 17.39% |
$544 - $618
|
27
$3.97K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$544 - $618
|
4
$589
|