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 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
519+ 14.32% |
$70.6K - $80.2K
|
4.14K
$610K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
502+ 7.07% |
$68.3K - $77.6K
|
7.61K
$1.12M
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
489+ 4.32% |
$66.5K - $75.6K
|
11.8K
$1.74M
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
485+ 22.56% |
$66K - $74.9K
|
2.64K
$388K
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
472+ 24.22% |
$64.2K - $72.9K
|
2.42K
$356K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
470+ 10.63% |
$63.9K - $72.6K
|
4.89K
$720K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
463+ 76.66% |
$63K - $71.5K
|
1.07K
$157K
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
460+ 13.8% |
$62.6K - $71.1K
|
3.79K
$558K
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
456+ 16.76% |
$62K - $70.5K
|
3.18K
$467K
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
455+ 2.84% |
$61.9K - $70.3K
|
16.5K
$2.42M
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
450+ 1.55% |
$61.2K - $69.5K
|
29.4K
$4.33M
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
448+ 4.59% |
$61K - $69.2K
|
10.2K
$1.5M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
432New |
$58.8K - $66.8K
|
432
$63.6K
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
420+ 1.12% |
$57.1K - $64.9K
|
38K
$5.6M
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
413+ 6.51% |
$56.2K - $63.8K
|
6.75K
$994K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
408New |
$55.5K - $63K
|
408
$60K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
405+ 10.1% |
$55.1K - $62.6K
|
4.41K
$649K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
401+ 4.49% |
$54.6K - $62K
|
9.33K
$1.37M
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
400+ 6.52% |
$54.4K - $61.8K
|
6.53K
$961K
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
396+ 2.1% |
$53.9K - $61.2K
|
19.3K
$2.84M
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
394+ 9.16% |
$53.6K - $60.9K
|
4.7K
$691K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
392+ 0.3% |
$53.3K - $60.6K
|
131K
$19.3M
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
390+ 1.23% |
$53.1K - $60.3K
|
32.2K
$4.74M
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
390New |
$53.1K - $60.3K
|
390
$57.4K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
388New |
$52.8K - $60K
|
388
$57.1K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
366+ 2.0% |
$49.8K - $56.6K
|
18.7K
$2.75M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
364+ 0.53% |
$49.5K - $56.2K
|
69.6K
$10.2M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
354+ 0.57% |
$48.2K - $54.7K
|
63K
$9.26M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
330+ 5.1% |
$44.9K - $51K
|
6.8K
$1M
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
329+ 8.37% |
$44.8K - $50.8K
|
4.26K
$627K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
327+ 11.49% |
$44.5K - $50.5K
|
3.17K
$467K
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
324+ 10.3% |
$44.1K - $50.1K
|
3.47K
$511K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
324+ 2.17% |
$44.1K - $50.1K
|
15.2K
$2.24M
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
307+ 0.66% |
$41.8K - $47.4K
|
47K
$6.91M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
302+ 40.05% |
$41.1K - $46.7K
|
1.06K
$155K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
301+ 9.78% |
$41K - $46.5K
|
3.38K
$497K
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
300New |
$40.8K - $46.4K
|
300
$44.1K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
281+ 3.4% |
$38.2K - $43.4K
|
8.54K
$1.26M
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
280+ 2.43% |
$38.1K - $43.3K
|
11.8K
$1.74M
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
278+ 1.61% |
$37.8K - $43K
|
17.5K
$2.58M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
276+ 12.23% |
$37.6K - $42.6K
|
2.53K
$373K
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
272+ 2.51% |
$37K - $42K
|
11.1K
$1.64M
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
262+ 6.54% |
$35.6K - $40.5K
|
4.27K
$628K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
258+ 0.24% |
$35.1K - $39.9K
|
108K
$15.9M
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
257+ 1.48% |
$35K - $39.7K
|
17.6K
$2.6M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
257+ 1.45% |
$35K - $39.7K
|
18K
$2.64M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
256+ 4.78% |
$34.8K - $39.6K
|
5.61K
$826K
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
254+ 0.12% |
$34.6K - $39.2K
|
206K
$30.3M
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
249+ 1.73% |
$33.9K - $38.5K
|
14.6K
$2.15M
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
248+ 15.36% |
$33.7K - $38.3K
|
1.86K
$274K
|