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 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
348+ 1.97% |
$36.5K - $39.5K
|
18K
$2.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
346+ 94.54% |
$36.3K - $39.3K
|
712
$105K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
341+ 5.88% |
$35.8K - $38.7K
|
6.14K
$902K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
336+ 3.41% |
$35.3K - $38.2K
|
10.2K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
333+ 1.76% |
$34.9K - $37.8K
|
19.3K
$2.83M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
330+ 6.67% |
$34.6K - $37.5K
|
5.28K
$775K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
320+ 7.47% |
$33.6K - $36.3K
|
4.61K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
320+ 14.66% |
$33.6K - $36.3K
|
2.5K
$368K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
313New |
$32.8K - $35.6K
|
313
$46K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
304+ 7.31% |
$31.9K - $34.5K
|
4.46K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
300New |
$31.5K - $34.1K
|
300
$44.1K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
298+ 273.39% |
$31.3K - $33.8K
|
407
$59.8K
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
298+ 273.39% |
$31.3K - $33.8K
|
407
$59.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
296+ 9.35% |
$31.1K - $33.6K
|
3.46K
$509K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
293+ 4.49% |
$30.7K - $33.3K
|
6.82K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
289+ 13.59% |
$30.3K - $32.8K
|
2.42K
$355K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
288+ 24.98% |
$30.2K - $32.7K
|
1.44K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
287+ 7.37% |
$30.1K - $32.6K
|
4.18K
$614K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
283+ 2.74% |
$29.7K - $32.1K
|
10.6K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
280+ 1.58% |
$29.4K - $31.8K
|
18.1K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
278+ 2.58% |
$29.2K - $31.6K
|
11.1K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
275+ 0.79% |
$28.9K - $31.2K
|
35K
$5.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
BUY
|
- |
273+ 1.5% |
$28.6K - $31K
|
18.5K
$2.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
268+ 3.64% |
$28.1K - $30.4K
|
7.63K
$1.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
266+ 26.84% |
$27.9K - $30.2K
|
1.26K
$185K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
265+ 1.38% |
$27.8K - $30.1K
|
19.5K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
258+ 0.56% |
$27.1K - $29.3K
|
46.2K
$6.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
257+ 18.41% |
$27K - $29.2K
|
1.65K
$243K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
251+ 3.08% |
$26.3K - $28.5K
|
8.4K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
250+ 0.52% |
$26.2K - $28.4K
|
48K
$7.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
249+ 3.72% |
$26.1K - $28.3K
|
6.94K
$1.02M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
243+ 1.94% |
$25.5K - $27.6K
|
12.8K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
237+ 2.26% |
$24.9K - $26.9K
|
10.7K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
236+ 1.88% |
$24.8K - $26.8K
|
12.8K
$1.88M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
233New |
$24.4K - $26.5K
|
233
$34.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
230+ 5.01% |
$24.1K - $26.1K
|
4.82K
$708K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
225+ 5.26% |
$23.6K - $25.6K
|
4.5K
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
223+ 5.94% |
$23.4K - $25.3K
|
3.98K
$584K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
223+ 8.85% |
$23.4K - $25.3K
|
2.74K
$403K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
221+ 1.96% |
$23.2K - $25.1K
|
11.5K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
215+ 5.26% |
$22.6K - $24.4K
|
4.31K
$633K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
215+ 4.46% |
$22.6K - $24.4K
|
5.03K
$739K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
BUY
|
- |
213+ 3.77% |
$22.4K - $24.2K
|
5.86K
$860K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
211+ 3.47% |
$22.1K - $24K
|
6.29K
$923K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
209+ 2.51% |
$21.9K - $23.7K
|
8.54K
$1.25M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
206+ 0.79% |
$21.6K - $23.4K
|
26.2K
$3.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
206+ 2.29% |
$21.6K - $23.4K
|
9.21K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200+ 80.0% |
$21K - $22.7K
|
450
$66.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
200+ 0.31% |
$21K - $22.7K
|
64.6K
$9.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
196+ 0.82% |
$20.6K - $22.3K
|
24.1K
$3.55M
|