Purchases and Sales Made in Q2 2024 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q2 2024. 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 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
50+ 31.25% |
$5.87K - $6.35K
|
210
$30.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
50+ 0.78% |
$5.87K - $6.35K
|
6.43K
$946K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
47+ 1.31% |
$5.52K - $5.97K
|
3.63K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
47+ 0.91% |
$5.52K - $5.97K
|
5.21K
$765K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
45+ 0.59% |
$5.28K - $5.71K
|
7.71K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
45+ 2.36% |
$5.28K - $5.71K
|
1.95K
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
44+ 1.88% |
$5.17K - $5.59K
|
2.38K
$350K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
43+ 6.67% |
$5.05K - $5.46K
|
688
$101K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
41+ 3.22% |
$4.81K - $5.21K
|
1.31K
$193K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
41+ 1.25% |
$4.81K - $5.21K
|
3.33K
$490K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
40New |
$4.7K - $5.08K
|
40
$5.88K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
40+ 1.24% |
$4.7K - $5.08K
|
3.27K
$481K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
39+ 1.39% |
$4.58K - $4.95K
|
2.84K
$417K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
36+ 1.28% |
$4.23K - $4.57K
|
2.85K
$419K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
36+ 0.25% |
$4.23K - $4.57K
|
14.7K
$2.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
35+ 1.17% |
$4.11K - $4.44K
|
3.03K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
35+ 1.79% |
$4.11K - $4.44K
|
1.99K
$292K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
34+ 0.33% |
$3.99K - $4.32K
|
10.2K
$1.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
33+ 126.92% |
$3.87K - $4.19K
|
59
$8.67K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
31+ 1.14% |
$3.64K - $3.94K
|
2.76K
$405K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31+ 0.63% |
$3.64K - $3.94K
|
4.95K
$728K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
31+ 0.97% |
$3.64K - $3.94K
|
3.24K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31+ 0.06% |
$3.64K - $3.94K
|
53.9K
$7.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
31+ 0.05% |
$3.64K - $3.94K
|
68.4K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
28New |
$3.29K - $3.56K
|
28
$4.12K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
27+ 1.09% |
$3.17K - $3.43K
|
2.51K
$369K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
26New |
$3.05K - $3.3K
|
26
$3.82K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26+ 0.29% |
$3.05K - $3.3K
|
9.04K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26+ 0.8% |
$3.05K - $3.3K
|
3.29K
$484K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
26+ 0.33% |
$3.05K - $3.3K
|
7.9K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25+ 39.68% |
$2.93K - $3.17K
|
88
$12.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
25+ 9.84% |
$2.93K - $3.17K
|
279
$41K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
24+ 1.05% |
$2.82K - $3.05K
|
2.3K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
23+ 1.04% |
$2.7K - $2.92K
|
2.23K
$328K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
22+ 2.51% |
$2.58K - $2.79K
|
900
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
21+ 0.66% |
$2.47K - $2.67K
|
3.22K
$473K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
21+ 0.69% |
$2.47K - $2.67K
|
3.07K
$452K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.82% |
$2.35K - $2.54K
|
2.45K
$360K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
20+ 0.01% |
$2.35K - $2.54K
|
384K
$56.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19New |
$2.23K - $2.41K
|
19
$2.79K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
19+ 0.69% |
$2.23K - $2.41K
|
2.79K
$409K
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
18+ 0.59% |
$2.11K - $2.29K
|
3.09K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
18+ 0.29% |
$2.11K - $2.29K
|
6.31K
$928K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17+ 0.25% |
$2K - $2.16K
|
6.82K
$1M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 2.6% |
$2K - $2.16K
|
672
$98.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 20.78% |
$1.88K - $2.03K
|
93
$13.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
15+ 0.6% |
$1.76K - $1.9K
|
2.52K
$370K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14+ 0.5% |
$1.64K - $1.78K
|
2.82K
$415K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
14+ 0.7% |
$1.64K - $1.78K
|
2.03K
$298K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 5.69% |
$1.64K - $1.78K
|
260
$38.2K
|