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 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
353+ 7.22% |
$41.4K - $44.8K
|
5.24K
$791K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
343+ 4.77% |
$40.3K - $43.6K
|
7.53K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
342+ 2.69% |
$40.1K - $43.4K
|
13K
$1.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
335+ 2.82% |
$39.3K - $42.5K
|
12.2K
$1.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
335+ 0.68% |
$39.3K - $42.5K
|
49.5K
$7.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
334+ 1.02% |
$39.2K - $42.4K
|
33.2K
$5.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
313+ 12.89% |
$36.7K - $39.7K
|
2.74K
$414K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
311+ 4.52% |
$36.5K - $39.5K
|
7.19K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
308+ 3.12% |
$36.2K - $39.1K
|
10.2K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
303+ 1.11% |
$35.6K - $38.5K
|
27.5K
$4.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
302+ 6.36% |
$35.5K - $38.3K
|
5.05K
$762K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
302+ 64.53% |
$35.5K - $38.3K
|
770
$116K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
300+ 283.02% |
$35.2K - $38.1K
|
406
$61.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
299+ 1.8% |
$35.1K - $38K
|
16.9K
$2.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
294+ 5.13% |
$34.5K - $37.3K
|
6.03K
$910K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
294+ 8.24% |
$34.5K - $37.3K
|
3.86K
$583K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
292+ 1.28% |
$34.3K - $37.1K
|
23.1K
$3.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
290+ 6.44% |
$34K - $36.8K
|
4.79K
$723K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
290+ 13.31% |
$34K - $36.8K
|
2.47K
$372K
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
287+ 0.09% |
$33.7K - $36.4K
|
312K
$47.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
286+ 1.02% |
$33.6K - $36.3K
|
28.3K
$4.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
282+ 1.79% |
$33.1K - $35.8K
|
16.1K
$2.42M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
281+ 3.63% |
$33K - $35.7K
|
8.02K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
281+ 0.12% |
$33K - $35.7K
|
240K
$36.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
279+ 57.53% |
$32.8K - $35.4K
|
764
$115K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
277+ 11.76% |
$32.5K - $35.2K
|
2.63K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
269+ 5.05% |
$31.6K - $34.2K
|
5.59K
$844K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
264+ 18.62% |
$31K - $33.5K
|
1.68K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
263+ 9.78% |
$30.9K - $33.4K
|
2.95K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
260+ 0.82% |
$30.5K - $33K
|
32.1K
$4.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
259+ 2.54% |
$30.4K - $32.9K
|
10.5K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
258+ 11.65% |
$30.3K - $32.8K
|
2.47K
$373K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
258+ 13.74% |
$30.3K - $32.8K
|
2.14K
$322K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
257+ 3.43% |
$30.2K - $32.6K
|
7.74K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
256+ 6.14% |
$30.1K - $32.5K
|
4.42K
$667K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
249+ 7.75% |
$29.2K - $31.6K
|
3.46K
$522K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
240+ 0.41% |
$28.2K - $30.5K
|
59.3K
$8.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
238+ 6.17% |
$27.9K - $30.2K
|
4.1K
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
237+ 11.13% |
$27.8K - $30.1K
|
2.37K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
235+ 0.55% |
$27.6K - $29.8K
|
42.6K
$6.43M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
233+ 77.67% |
$27.4K - $29.6K
|
533
$80.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
227+ 124.04% |
$26.6K - $28.8K
|
410
$61.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
225+ 239.36% |
$26.4K - $28.6K
|
319
$48.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
220+ 5.11% |
$25.8K - $27.9K
|
4.52K
$682K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
217+ 0.27% |
$25.5K - $27.6K
|
82K
$12.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
213+ 11.38% |
$25K - $27K
|
2.08K
$314K
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
BUY
|
- |
212+ 2.6% |
$24.9K - $26.9K
|
8.37K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
212+ 3.71% |
$24.9K - $26.9K
|
5.93K
$894K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
212+ 5.34% |
$24.9K - $26.9K
|
4.18K
$631K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
204+ 0.22% |
$23.9K - $25.9K
|
94.7K
$14.3M
|