Purchases and Sales Made in Q2 2023 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q2 2023. 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 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
194+ 6.03% |
$20.4K - $22K
|
3.41K
$499K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
194+ 2.12% |
$20.4K - $22K
|
9.35K
$1.37M
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
192+ 2.69% |
$20.1K - $21.8K
|
7.33K
$1.07M
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
192+ 6.18% |
$20.1K - $21.8K
|
3.3K
$482K
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
192+ 7.17% |
$20.1K - $21.8K
|
2.87K
$420K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
187+ 0.49% |
$19.6K - $21.2K
|
38K
$5.56M
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
187+ 3.53% |
$19.6K - $21.2K
|
5.48K
$802K
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
185+ 2.84% |
$19.4K - $21K
|
6.7K
$980K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
184+ 2.55% |
$19.3K - $20.9K
|
7.4K
$1.08M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
181+ 5.59% |
$19K - $20.6K
|
3.42K
$500K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
178+ 33.27% |
$18.7K - $20.2K
|
713
$104K
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 0.52% |
$18.4K - $19.9K
|
34.1K
$4.98M
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
174+ 110.13% |
$18.3K - $19.8K
|
332
$48.6K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
173+ 4.04% |
$18.2K - $19.7K
|
4.46K
$652K
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
172+ 3.12% |
$18K - $19.5K
|
5.68K
$831K
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
171+ 0.5% |
$17.9K - $19.4K
|
34.4K
$5.04M
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
170+ 0.92% |
$17.8K - $19.3K
|
18.6K
$2.72M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
168+ 29.73% |
$17.6K - $19.1K
|
733
$107K
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
164+ 3.57% |
$17.2K - $18.6K
|
4.76K
$696K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
156+ 0.66% |
$16.4K - $17.7K
|
23.8K
$3.48M
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
155+ 4.13% |
$16.3K - $17.6K
|
3.91K
$572K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
154+ 6.67% |
$16.2K - $17.5K
|
2.46K
$360K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
152+ 68.47% |
$15.9K - $17.3K
|
374
$54.7K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
150+ 5.26% |
$15.7K - $17K
|
3K
$439K
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
150+ 0.22% |
$15.7K - $17K
|
68.2K
$9.98M
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
145+ 4.74% |
$15.2K - $16.5K
|
3.2K
$469K
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
143+ 6.2% |
$15K - $16.2K
|
2.45K
$359K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
140+ 4.22% |
$14.7K - $15.9K
|
3.46K
$506K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
140+ 7.31% |
$14.7K - $15.9K
|
2.06K
$301K
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
134New |
$14.1K - $15.2K
|
134
$19.6K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
131+ 2.15% |
$13.7K - $14.9K
|
6.24K
$912K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 11.61% |
$13.7K - $14.9K
|
1.26K
$184K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
126New |
$13.2K - $14.3K
|
126
$18.4K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
125New |
$13.1K - $14.2K
|
125
$18.3K
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
125+ 0.65% |
$13.1K - $14.2K
|
19.5K
$2.85M
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
123+ 80.92% |
$12.9K - $14K
|
275
$40.2K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
122+ 91.73% |
$12.8K - $13.9K
|
255
$37.3K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
122+ 2.78% |
$12.8K - $13.9K
|
4.51K
$659K
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
115+ 1.95% |
$12.1K - $13.1K
|
6.01K
$880K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
113+ 21.24% |
$11.9K - $12.8K
|
645
$94.4K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
113+ 21.24% |
$11.9K - $12.8K
|
645
$94.4K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
112+ 0.82% |
$11.8K - $12.7K
|
13.7K
$2M
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
BUY
|
- |
108+ 0.52% |
$11.3K - $12.3K
|
20.8K
$3.04M
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
107+ 1.31% |
$11.2K - $12.2K
|
8.28K
$1.21M
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
107+ 1.4% |
$11.2K - $12.2K
|
7.78K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
107+ 0.96% |
$11.2K - $12.2K
|
11.2K
$1.65M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
105+ 0.88% |
$11K - $11.9K
|
12K
$1.76M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
104+ 1.9% |
$10.9K - $11.8K
|
5.58K
$817K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
104+ 0.73% |
$10.9K - $11.8K
|
14.4K
$2.11M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
103+ 0.9% |
$10.8K - $11.7K
|
11.5K
$1.68M
|