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 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
988+ 56.65% |
$116K - $125K
|
2.73K
$412K
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
987+ 1.06% |
$116K - $125K
|
93.9K
$14.2M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
983+ 12.77% |
$115K - $125K
|
8.68K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
969+ 2.82% |
$114K - $123K
|
35.4K
$5.33M
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
961+ 50.03% |
$113K - $122K
|
2.88K
$435K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
951+ 23.86% |
$112K - $121K
|
4.94K
$745K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
942+ 8.26% |
$111K - $120K
|
12.3K
$1.86M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
938+ 781.67% |
$110K - $119K
|
1.06K
$160K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
933New |
$110K - $118K
|
933
$141K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
920+ 14.34% |
$108K - $117K
|
7.34K
$1.11M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
909+ 10.74% |
$107K - $115K
|
9.37K
$1.41M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
905+ 1.6% |
$106K - $115K
|
57.4K
$8.66M
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
900+ 3.58% |
$106K - $114K
|
26.1K
$3.93M
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
880+ 0.23% |
$103K - $112K
|
383K
$57.8M
|
|
Aug 02, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
860+ 26.01% |
$101K - $109K
|
4.17K
$629K
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
853+ 2.28% |
$100K - $108K
|
38.3K
$5.78M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
845+ 10.69% |
$99.2K - $107K
|
8.75K
$1.32M
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
843+ 0.96% |
$99K - $107K
|
88.5K
$13.4M
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
837+ 7.75% |
$98.3K - $106K
|
11.6K
$1.76M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
810+ 32.07% |
$95.1K - $103K
|
3.34K
$503K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
807+ 19.8% |
$94.7K - $102K
|
4.88K
$737K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
807+ 11.78% |
$94.7K - $102K
|
7.66K
$1.16M
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
800+ 6.06% |
$93.9K - $102K
|
14K
$2.11M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
791+ 1.71% |
$92.9K - $100K
|
47.2K
$7.12M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
790+ 2.45% |
$92.7K - $100K
|
33.1K
$4.99M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
786+ 6.82% |
$92.3K - $99.8K
|
12.3K
$1.86M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
784+ 1.52% |
$92K - $99.6K
|
52.3K
$7.9M
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
731+ 7.04% |
$85.8K - $92.8K
|
11.1K
$1.68M
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
727+ 5.51% |
$85.3K - $92.3K
|
13.9K
$2.1M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
725+ 4.36% |
$85.1K - $92.1K
|
17.4K
$2.62M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
717New |
$84.2K - $91K
|
717
$108K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
707+ 13.45% |
$83K - $89.8K
|
5.96K
$900K
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
693+ 1.35% |
$81.4K - $88K
|
52.2K
$7.87M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
674+ 1.54% |
$79.1K - $85.6K
|
44.3K
$6.69M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
671+ 3.86% |
$78.8K - $85.2K
|
18.1K
$2.72M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
670+ 9.62% |
$78.7K - $85.1K
|
7.64K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
650+ 11.14% |
$76.3K - $82.5K
|
6.48K
$978K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
647+ 11.48% |
$76K - $82.2K
|
6.28K
$948K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
640+ 5.32% |
$75.1K - $81.3K
|
12.7K
$1.91M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
639New |
$75K - $81.1K
|
639
$96.4K
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
632+ 3.37% |
$74.2K - $80.3K
|
19.4K
$2.92M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
617+ 25.28% |
$72.4K - $78.3K
|
3.06K
$461K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
611+ 11.06% |
$71.7K - $77.6K
|
6.13K
$925K
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
600+ 179.1% |
$70.4K - $76.2K
|
935
$141K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
598+ 9.49% |
$70.2K - $75.9K
|
6.9K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
597+ 0.37% |
$70.1K - $75.8K
|
160K
$24.1M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
593+ 5.66% |
$69.6K - $75.3K
|
11.1K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
592+ 4.16% |
$69.5K - $75.2K
|
14.8K
$2.24M
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
585+ 28.89% |
$68.7K - $74.3K
|
2.61K
$394K
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
571+ 1.83% |
$67K - $72.5K
|
31.8K
$4.8M
|