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 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
32New |
$3.36K - $3.63K
|
32
$4.68K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 24.24% |
$3.36K - $3.63K
|
164
$24K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
31+ 1.46% |
$3.25K - $3.52K
|
2.15K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
BUY
|
- |
29+ 0.01% |
$3.04K - $3.29K
|
263K
$38.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
28+ 0.07% |
$2.94K - $3.18K
|
37.9K
$5.55M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
26+ 10.79% |
$2.73K - $2.95K
|
267
$39.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
26+ 13.0% |
$2.73K - $2.95K
|
226
$33.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
26+ 13.0% |
$2.73K - $2.95K
|
226
$33.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
26+ 0.08% |
$2.73K - $2.95K
|
32.6K
$4.77M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 1.21% |
$2.62K - $2.84K
|
2.09K
$305K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
25+ 0.69% |
$2.62K - $2.84K
|
3.66K
$535K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
24+ 0.75% |
$2.52K - $2.73K
|
3.23K
$472K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
23+ 0.67% |
$2.41K - $2.61K
|
3.46K
$506K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
22+ 0.27% |
$2.31K - $2.5K
|
8.09K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22+ 1.04% |
$2.31K - $2.5K
|
2.15K
$314K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
21+ 0.85% |
$2.2K - $2.39K
|
2.51K
$366K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
21+ 0.84% |
$2.2K - $2.39K
|
2.52K
$369K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.85% |
$2.1K - $2.27K
|
2.38K
$348K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20+ 1.49% |
$2.1K - $2.27K
|
1.37K
$200K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
20+ 0.79% |
$2.1K - $2.27K
|
2.56K
$374K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
19+ 0.16% |
$1.99K - $2.16K
|
12.1K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
18+ 0.67% |
$1.89K - $2.04K
|
2.72K
$397K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
17+ 0.45% |
$1.78K - $1.93K
|
3.81K
$557K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15+ 0.39% |
$1.57K - $1.7K
|
3.84K
$561K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
14+ 0.41% |
$1.47K - $1.59K
|
3.42K
$500K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 1.1% |
$1.47K - $1.59K
|
1.29K
$189K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
14+ 0.34% |
$1.47K - $1.59K
|
4.08K
$596K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$1.47K - $1.59K
|
15.3K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.64% |
$1.36K - $1.48K
|
2.04K
$298K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12New |
$1.26K - $1.36K
|
12
$1.76K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
11+ 0.41% |
$1.15K - $1.25K
|
2.68K
$392K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.46% |
$1.05K - $1.14K
|
2.21K
$323K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$1.05K - $1.14K
|
10
$1.46K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9+ 0.32% |
$944 - $1.02K
|
2.86K
$418K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
9+ 0.46% |
$944 - $1.02K
|
1.97K
$288K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 1.78% |
$944 - $1.02K
|
514
$75.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.18% |
$944 - $1.02K
|
5.1K
$746K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 20.0% |
$839 - $909
|
48
$7.02K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.84% |
$735 - $795
|
840
$123K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$735 - $795
|
4.02K
$587K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 17.5% |
$735 - $795
|
47
$6.88K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6+ 5.36% |
$630 - $682
|
118
$17.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.03% |
$630 - $682
|
17.5K
$2.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.26% |
$630 - $682
|
2.3K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6+ 0.3% |
$630 - $682
|
2.01K
$294K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 1.33% |
$420 - $454
|
304
$44.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.5% |
$420 - $454
|
800
$117K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
4+ 0.01% |
$420 - $454
|
31.1K
$4.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4+ 0.95% |
$420 - $454
|
427
$62.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4+ 0.11% |
$420 - $454
|
3.54K
$518K
|