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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-116- 3.67% |
$12.2K - $13.2K
|
3.05K
$456K
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-121- 12.1% |
$12.7K - $13.7K
|
879
$131K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-125- 0.47% |
$13.1K - $14.2K
|
26.4K
$3.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-125- 1.77% |
$13.1K - $14.2K
|
6.95K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-126- 7.9% |
$13.2K - $14.3K
|
1.47K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-126- 3.46% |
$13.2K - $14.3K
|
3.52K
$526K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-131- 13.53% |
$13.7K - $14.9K
|
837
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-132- 1.28% |
$13.9K - $15K
|
10.2K
$1.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-135- 3.39% |
$14.2K - $15.3K
|
3.85K
$575K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-137- 0.28% |
$14.4K - $15.6K
|
48.2K
$7.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-139- 3.47% |
$14.6K - $15.8K
|
3.87K
$578K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-139- 5.79% |
$14.6K - $15.8K
|
2.26K
$338K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-139- 2.84% |
$14.6K - $15.8K
|
4.75K
$710K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-145- 3.43% |
$15.2K - $16.5K
|
4.09K
$611K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-148- 6.84% |
$15.5K - $16.8K
|
2.02K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-150- 7.14% |
$15.7K - $17K
|
1.95K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-150- 7.14% |
$15.7K - $17K
|
1.95K
$292K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-153- 44.87% |
$16.1K - $17.4K
|
188
$28.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-160- 1.51% |
$16.8K - $18.2K
|
10.5K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-160- 0.37% |
$16.8K - $18.2K
|
43.5K
$6.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-163- 0.73% |
$17.1K - $18.5K
|
22K
$3.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-168- 10.77% |
$17.6K - $19.1K
|
1.39K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-170- 0.21% |
$17.8K - $19.3K
|
81K
$12.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-179- 1.4% |
$18.8K - $20.3K
|
12.6K
$1.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-184- 4.3% |
$19.3K - $20.9K
|
4.1K
$612K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-189- 8.76% |
$19.8K - $21.5K
|
1.97K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-189- 1.48% |
$19.8K - $21.5K
|
12.5K
$1.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-189- 4.77% |
$19.8K - $21.5K
|
3.78K
$564K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-190- 4.94% |
$19.9K - $21.6K
|
3.65K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-191- 3.07% |
$20K - $21.7K
|
6.04K
$903K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-194- 0.35% |
$20.4K - $22K
|
55.8K
$8.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-196- 3.82% |
$20.6K - $22.3K
|
4.93K
$737K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-197- 7.95% |
$20.7K - $22.4K
|
2.28K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-197- 2.0% |
$20.7K - $22.4K
|
9.66K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-199- 5.9% |
$20.9K - $22.6K
|
3.17K
$474K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-200- 1.73% |
$21K - $22.7K
|
11.3K
$1.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-200- 1.26% |
$21K - $22.7K
|
15.7K
$2.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-200- 3.23% |
$21K - $22.7K
|
6K
$897K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-200- 8.17% |
$21K - $22.7K
|
2.25K
$336K
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-200- 1.37% |
$21K - $22.7K
|
14.4K
$2.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-206- 8.59% |
$21.6K - $23.4K
|
2.19K
$328K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-207- 2.93% |
$21.7K - $23.5K
|
6.85K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-207- 8.03% |
$21.7K - $23.5K
|
2.37K
$354K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-210- 2.76% |
$22K - $23.9K
|
7.41K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-212- 3.18% |
$22.2K - $24.1K
|
6.46K
$965K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-217- 81.58% |
$22.8K - $24.6K
|
49
$7.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-220- 0.76% |
$23.1K - $25K
|
28.5K
$4.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-224- 10.41% |
$23.5K - $25.4K
|
1.93K
$288K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-225- 6.38% |
$23.6K - $25.6K
|
3.3K
$493K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-225- 2.17% |
$23.6K - $25.6K
|
10.2K
$1.52M
|