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 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
966+ 25.47% |
$131K - $149K
|
4.76K
$700K
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
944+ 0.52% |
$128K - $146K
|
182K
$26.8M
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
943+ 19.94% |
$128K - $146K
|
5.67K
$835K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
940+ 2.74% |
$128K - $145K
|
35.2K
$5.18M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
934+ 20.36% |
$127K - $144K
|
5.52K
$812K
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
931+ 2.62% |
$127K - $144K
|
36.5K
$5.37M
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
909+ 7.85% |
$124K - $140K
|
12.5K
$1.84M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
902+ 27.9% |
$123K - $139K
|
4.14K
$608K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
889+ 2.21% |
$121K - $137K
|
41.1K
$6.04M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
886+ 10.61% |
$121K - $137K
|
9.24K
$1.36M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
867+ 17.91% |
$118K - $134K
|
5.71K
$840K
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
851+ 0.9% |
$116K - $131K
|
95.9K
$14.1M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
843+ 15.12% |
$115K - $130K
|
6.42K
$944K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
842+ 3.85% |
$115K - $130K
|
22.7K
$3.34M
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
835+ 9.2% |
$114K - $129K
|
9.91K
$1.46M
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
805New |
$110K - $124K
|
805
$118K
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
800+ 0.41% |
$109K - $124K
|
194K
$28.6M
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
800New |
$109K - $124K
|
800
$118K
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
800+ 11428.57% |
$109K - $124K
|
807
$119K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
793+ 25.05% |
$108K - $123K
|
3.96K
$582K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
783+ 109.21% |
$107K - $121K
|
1.5K
$221K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
781+ 2.94% |
$106K - $121K
|
27.4K
$4.03M
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
774+ 2.38% |
$105K - $120K
|
33.2K
$4.89M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
764+ 7.87% |
$104K - $118K
|
10.5K
$1.54M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
762+ 7.74% |
$104K - $118K
|
10.6K
$1.56M
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
754+ 30.38% |
$103K - $117K
|
3.24K
$476K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
741+ 1.67% |
$101K - $114K
|
45.2K
$6.65M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
732+ 7.9% |
$99.6K - $113K
|
10K
$1.47M
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
719+ 3.51% |
$97.8K - $111K
|
21.2K
$3.12M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
712+ 11.99% |
$96.9K - $110K
|
6.65K
$979K
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
710+ 2.97% |
$96.6K - $110K
|
24.6K
$3.62M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
702+ 8.02% |
$95.5K - $108K
|
9.46K
$1.39M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
694+ 10.76% |
$94.4K - $107K
|
7.15K
$1.05M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
675+ 161.1% |
$91.8K - $104K
|
1.09K
$161K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
672+ 12.66% |
$91.4K - $104K
|
5.98K
$880K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
658+ 10.34% |
$89.5K - $102K
|
7.02K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
650+ 0.89% |
$88.4K - $100K
|
73.6K
$10.8M
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
649+ 0.4% |
$88.3K - $100K
|
162K
$23.8M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
644New |
$87.6K - $99.5K
|
644
$94.8K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
642+ 11.71% |
$87.4K - $99.2K
|
6.13K
$901K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
637+ 33.19% |
$86.7K - $98.4K
|
2.56K
$376K
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
624+ 1.32% |
$84.9K - $96.4K
|
47.9K
$7.05M
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
618+ 40.16% |
$84.1K - $95.5K
|
2.16K
$317K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
599+ 5.42% |
$81.5K - $92.6K
|
11.6K
$1.71M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
566+ 12.12% |
$77K - $87.5K
|
5.24K
$770K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
565+ 6.16% |
$76.9K - $87.3K
|
9.74K
$1.43M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
551New |
$75K - $85.1K
|
551
$81.1K
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
551+ 3.8% |
$75K - $85.1K
|
15.1K
$2.22M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
532+ 6.41% |
$72.4K - $82.2K
|
8.83K
$1.3M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
529New |
$72K - $81.7K
|
529
$77.8K
|