Purchases and Sales Made in Q2 2022 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
11+ 0.48% |
$1.24K - $1.55K
|
2.3K
$342K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
10+ 0.3% |
$1.13K - $1.41K
|
3.39K
$503K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
9+ 0.16% |
$1.02K - $1.27K
|
5.76K
$856K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
9+ 0.62% |
$1.02K - $1.27K
|
1.46K
$216K
|
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.45% |
$1.02K - $1.27K
|
2.02K
$300K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.39% |
$1.02K - $1.27K
|
2.29K
$340K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 1.86% |
$1.02K - $1.27K
|
492
$73.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9+ 0.45% |
$1.02K - $1.27K
|
2.01K
$298K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 2.36% |
$791 - $989
|
304
$45.1K
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7+ 0.18% |
$791 - $989
|
3.8K
$565K
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
6+ 0.29% |
$678 - $847
|
2.1K
$312K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$678 - $847
|
1.94K
$289K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6New |
$678 - $847
|
6
$891
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
5+ 0.01% |
$565 - $706
|
35.8K
$5.32M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$565 - $706
|
5
$743
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5+ 0.18% |
$565 - $706
|
2.75K
$409K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$565 - $706
|
5
$743
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.49% |
$452 - $565
|
819
$122K
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4+ 0.08% |
$452 - $565
|
4.92K
$731K
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4+ 0.05% |
$452 - $565
|
7.45K
$1.11M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 0.37% |
$452 - $565
|
1.1K
$163K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.22% |
$339 - $424
|
1.37K
$204K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
3New |
$339 - $424
|
3
$446
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.08% |
$339 - $424
|
3.8K
$564K
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3+ 0.07% |
$339 - $424
|
4.31K
$640K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$339 - $424
|
3
$446
|
|
|
Jul 08, 2022
Q2 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$226 - $282
|
6.67K
$990K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$226 - $282
|
18.1K
$2.68M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$226 - $282
|
2.54K
$377K
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2+ 0.08% |
$226 - $282
|
2.43K
$361K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$113 - $141
|
305
$45.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.02% |
$113 - $141
|
4.62K
$687K
|
|
|
Aug 10, 2022
Q2 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1+ 0.05% |
$113 - $141
|
2.12K
$315K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.08% |
$113 - $141
|
1.27K
$189K
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1+ 0.0% |
$113 - $141
|
146K
$21.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1+ 0.02% |
$113 - $141
|
4.17K
$619K
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.05% |
$113 - $141
|
1.99K
$296K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.04% |
$113 - $141
|
2.46K
$365K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1- 0.06% |
$113 - $141
|
1.68K
$249K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1Closed |
$113 - $141
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.03% |
$113 - $141
|
2.88K
$428K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.4% |
$226 - $282
|
501
$74.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2- 0.1% |
$226 - $282
|
2K
$297K
|
|
|
Aug 12, 2022
Q2 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-5- 0.01% |
$565 - $706
|
52K
$7.73M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-6- 0.15% |
$678 - $847
|
3.98K
$591K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-6- 1.1% |
$678 - $847
|
538
$79.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-6Closed |
$678 - $847
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.26% |
$678 - $847
|
2.33K
$346K
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-6- 0.02% |
$678 - $847
|
33.8K
$5.02M
|