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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-237- 49.69% |
$24.9K - $26.9K
|
240
$35.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-238- 8.35% |
$25K - $27K
|
2.61K
$382K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-239- 0.7% |
$25.1K - $27.1K
|
33.7K
$4.92M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-250- 5.49% |
$26.2K - $28.4K
|
4.31K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 1.23% |
$26.2K - $28.4K
|
20.1K
$2.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-251- 3.77% |
$26.3K - $28.5K
|
6.41K
$938K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-251- 9.53% |
$26.3K - $28.5K
|
2.38K
$349K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-252- 0.5% |
$26.4K - $28.6K
|
50.1K
$7.34M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-253- 9.01% |
$26.5K - $28.7K
|
2.56K
$374K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-255- 5.17% |
$26.8K - $29K
|
4.67K
$684K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-259- 13.36% |
$27.2K - $29.4K
|
1.68K
$246K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-271- 0.56% |
$28.4K - $30.8K
|
48.3K
$7.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-272- 4.09% |
$28.5K - $30.9K
|
6.37K
$932K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-275- 5.13% |
$28.9K - $31.2K
|
5.09K
$744K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-278- 0.52% |
$29.2K - $31.6K
|
53.1K
$7.76M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-291- 6.26% |
$30.5K - $33.1K
|
4.36K
$638K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-292- 6.07% |
$30.6K - $33.2K
|
4.52K
$661K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-295- 11.01% |
$31K - $33.5K
|
2.38K
$349K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-297- 1.88% |
$31.2K - $33.7K
|
15.5K
$2.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-303- 5.24% |
$31.8K - $34.4K
|
5.48K
$801K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-307- 4.15% |
$32.2K - $34.9K
|
7.09K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-316- 45.6% |
$33.2K - $35.9K
|
377
$55.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-319- 0.54% |
$33.5K - $36.2K
|
58.6K
$8.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-321- 1.15% |
$33.7K - $36.5K
|
27.6K
$4.03M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-324- 26.21% |
$34K - $36.8K
|
912
$133K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-324- 26.21% |
$34K - $36.8K
|
912
$133K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-335- 0.92% |
$35.2K - $38.1K
|
35.9K
$5.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-335- 10.98% |
$35.2K - $38.1K
|
2.72K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-349- 4.46% |
$36.6K - $39.6K
|
7.47K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-360- 12.01% |
$37.8K - $40.9K
|
2.64K
$386K
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-360- 1.22% |
$37.8K - $40.9K
|
29K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-364- 4.78% |
$38.2K - $41.3K
|
7.25K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-365- 4.79% |
$38.3K - $41.5K
|
7.25K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-368- 2.56% |
$38.6K - $41.8K
|
14K
$2.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-369- 5.48% |
$38.7K - $41.9K
|
6.36K
$930K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-373- 4.4% |
$39.1K - $42.4K
|
8.11K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-375- 15.07% |
$39.3K - $42.6K
|
2.11K
$309K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-378- 6.72% |
$39.7K - $42.9K
|
5.25K
$768K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-382- 1.03% |
$40.1K - $43.4K
|
36.7K
$5.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-395- 1.47% |
$41.4K - $44.9K
|
26.5K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-398- 13.96% |
$41.8K - $45.2K
|
2.45K
$359K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-420- 5.07% |
$44.1K - $47.7K
|
7.86K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-430- 0.58% |
$45.1K - $48.8K
|
73.4K
$10.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-437- 13.43% |
$45.9K - $49.6K
|
2.82K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-438- 5.56% |
$46K - $49.8K
|
7.44K
$1.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-440- 4.37% |
$46.2K - $50K
|
9.64K
$1.41M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-449- 12.92% |
$47.1K - $51K
|
3.03K
$443K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-460- 10.03% |
$48.3K - $52.3K
|
4.13K
$603K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-464- 7.23% |
$48.7K - $52.7K
|
5.95K
$870K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-484- 14.16% |
$50.8K - $55K
|
2.93K
$429K
|