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 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-7- 0.37% |
$952 - $1.08K
|
1.9K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-7- 2.11% |
$952 - $1.08K
|
324
$47.7K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-7- 0.4% |
$952 - $1.08K
|
1.74K
$256K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-8- 10.39% |
$1.09K - $1.24K
|
69
$10.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-8- 0.23% |
$1.09K - $1.24K
|
3.41K
$501K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 0.56% |
$1.09K - $1.24K
|
1.41K
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-8- 1.75% |
$1.09K - $1.24K
|
450
$66.2K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 0.46% |
$1.22K - $1.39K
|
1.93K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-9- 0.61% |
$1.22K - $1.39K
|
1.46K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-10- 0.05% |
$1.36K - $1.55K
|
18.5K
$2.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-11- 0.09% |
$1.5K - $1.7K
|
12.7K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-11- 0.44% |
$1.5K - $1.7K
|
2.47K
$364K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-11- 0.23% |
$1.5K - $1.7K
|
4.76K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11- 0.31% |
$1.5K - $1.7K
|
3.58K
$527K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-12- 0.73% |
$1.63K - $1.85K
|
1.63K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-12- 0.22% |
$1.63K - $1.85K
|
5.46K
$803K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-13- 0.67% |
$1.77K - $2.01K
|
1.92K
$283K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 1.01% |
$1.9K - $2.16K
|
1.38K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-14- 20.29% |
$1.9K - $2.16K
|
55
$8.09K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-15- 0.12% |
$2.04K - $2.32K
|
12.5K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-18- 0.15% |
$2.45K - $2.78K
|
12.2K
$1.8M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-18- 0.78% |
$2.45K - $2.78K
|
2.28K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-19- 0.39% |
$2.59K - $2.94K
|
4.89K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-19- 0.85% |
$2.59K - $2.94K
|
2.21K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 37.74% |
$2.72K - $3.09K
|
33
$4.86K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-20- 0.12% |
$2.72K - $3.09K
|
16.3K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-20- 0.91% |
$2.72K - $3.09K
|
2.19K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-20- 0.17% |
$2.72K - $3.09K
|
11.4K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-20- 0.85% |
$2.72K - $3.09K
|
2.34K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-20- 0.3% |
$2.72K - $3.09K
|
6.75K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20- 0.22% |
$2.72K - $3.09K
|
9.06K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 5.31% |
$3.13K - $3.55K
|
410
$60.3K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-24- 1.04% |
$3.27K - $3.71K
|
2.28K
$335K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-25- 0.15% |
$3.4K - $3.86K
|
16.6K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-25- 0.23% |
$3.4K - $3.86K
|
10.7K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-25- 0.54% |
$3.4K - $3.86K
|
4.62K
$680K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-25- 0.9% |
$3.4K - $3.86K
|
2.76K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-27- 0.7% |
$3.67K - $4.17K
|
3.81K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-28- 1.87% |
$3.81K - $4.33K
|
1.47K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-29- 1.75% |
$3.95K - $4.48K
|
1.62K
$239K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-30- 1.17% |
$4.08K - $4.64K
|
2.54K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-32- 1.15% |
$4.35K - $4.94K
|
2.75K
$405K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-32- 1.12% |
$4.35K - $4.94K
|
2.81K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-34- 0.4% |
$4.63K - $5.25K
|
8.4K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-34- 1.03% |
$4.63K - $5.25K
|
3.27K
$480K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-35- 5.19% |
$4.76K - $5.41K
|
640
$94.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-35- 0.9% |
$4.76K - $5.41K
|
3.83K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-35- 0.46% |
$4.76K - $5.41K
|
7.56K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-36- 2.27% |
$4.9K - $5.56K
|
1.55K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-37- 1.31% |
$5.03K - $5.72K
|
2.79K
$410K
|