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 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 1.16% |
$1.63K - $1.85K
|
1.05K
$156K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11+ 2.78% |
$1.5K - $1.7K
|
407
$60.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9+ 0.48% |
$1.22K - $1.39K
|
1.88K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.59% |
$680 - $773
|
855
$127K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$680 - $773
|
4.07K
$607K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.26% |
$680 - $773
|
1.97K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.21% |
$544 - $618
|
1.87K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
4+ 0.18% |
$544 - $618
|
2.29K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.62% |
$272 - $309
|
326
$48.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 20.0% |
$272 - $309
|
12
$1.79K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.04% |
$136 - $155
|
2.79K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.04% |
$136 - $155
|
2.56K
$382K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 1.04% |
$136 - $155
|
97
$14.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2- 0.06% |
$272 - $309
|
3.21K
$478K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4- 0.17% |
$544 - $618
|
2.29K
$341K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-8- 0.23% |
$1.09K - $1.24K
|
3.41K
$508K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-8- 10.39% |
$1.09K - $1.24K
|
69
$10.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 1.01% |
$1.9K - $2.16K
|
1.38K
$205K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-40- 1.16% |
$5.44K - $6.18K
|
3.41K
$508K
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-47- 0.73% |
$6.39K - $7.26K
|
6.43K
$958K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-53- 0.03% |
$7.21K - $8.19K
|
162K
$24.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-55- 0.51% |
$7.48K - $8.5K
|
10.8K
$1.6M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-62- 3.92% |
$8.44K - $9.58K
|
1.52K
$226K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-79- 1.32% |
$10.7K - $12.2K
|
5.88K
$877K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-82- 2.0% |
$11.2K - $12.7K
|
4.02K
$599K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-85- 9.31% |
$11.6K - $13.1K
|
828
$123K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-91- 4.92% |
$12.4K - $14.1K
|
1.76K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-98- 0.68% |
$13.3K - $15.1K
|
14.2K
$2.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-120- 8.02% |
$16.3K - $18.5K
|
1.38K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-121- 0.71% |
$16.5K - $18.7K
|
17K
$2.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-125- 3.19% |
$17K - $19.3K
|
3.8K
$566K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-125- 1.15% |
$17K - $19.3K
|
10.7K
$1.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-140- 0.47% |
$19K - $21.6K
|
29.6K
$4.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-142- 48.46% |
$19.3K - $21.9K
|
151
$22.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-145- 0.87% |
$19.7K - $22.4K
|
16.4K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-146- 1.66% |
$19.9K - $22.6K
|
8.67K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-160- 8.98% |
$21.8K - $24.7K
|
1.62K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-170- 0.61% |
$23.1K - $26.3K
|
27.9K
$4.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-191- 7.56% |
$26K - $29.5K
|
2.33K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-215- 5.94% |
$29.3K - $33.2K
|
3.41K
$508K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-240- 2.15% |
$32.7K - $37.1K
|
10.9K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-276- 2.54% |
$37.6K - $42.6K
|
10.6K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-279- 12.45% |
$38K - $43.1K
|
1.96K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-304- 23.01% |
$41.4K - $47K
|
1.02K
$152K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-316- 16.56% |
$43K - $48.8K
|
1.59K
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-319- 11.17% |
$43.4K - $49.3K
|
2.54K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-374- 18.59% |
$50.9K - $57.8K
|
1.64K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-382- 9.01% |
$52K - $59K
|
3.86K
$575K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-391- 5.03% |
$53.2K - $60.4K
|
7.38K
$1.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-440- 3.53% |
$59.9K - $68K
|
12K
$1.79M
|