Purchases and Sales Made in Q3 2021 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
82New |
$8.75K - $9.69K
|
82
$11.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
80+ 2.32% |
$8.54K - $9.46K
|
3.52K
$504K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
79+ 3.81% |
$8.43K - $9.34K
|
2.15K
$308K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
77+ 0.92% |
$8.22K - $9.1K
|
8.42K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
77+ 3.18% |
$8.22K - $9.1K
|
2.5K
$357K
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
74+ 1.5% |
$7.9K - $8.75K
|
5.01K
$717K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
74+ 6.33% |
$7.9K - $8.75K
|
1.24K
$178K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
74+ 113.85% |
$7.9K - $8.75K
|
139
$19.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
73New |
$7.79K - $8.63K
|
73
$10.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
73+ 2.8% |
$7.79K - $8.63K
|
2.68K
$383K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
68+ 0.17% |
$7.26K - $8.04K
|
39.3K
$5.63M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
65+ 14.74% |
$6.94K - $7.68K
|
506
$72.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
64+ 0.8% |
$6.83K - $7.56K
|
8.09K
$1.16M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
64New |
$6.83K - $7.56K
|
64
$9.15K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
60+ 0.09% |
$6.4K - $7.09K
|
65.2K
$9.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
59+ 0.43% |
$6.3K - $6.97K
|
13.8K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
58+ 1.42% |
$6.19K - $6.86K
|
4.14K
$592K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
57+ 0.49% |
$6.08K - $6.74K
|
11.6K
$1.66M
|
|
|
Oct 18, 2021
Q3 2021
|
M. Kraus & CO
|
BUY
|
- |
55+ 1.74% |
$5.87K - $6.5K
|
3.22K
$461K
|
|
|
Oct 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
53+ 0.87% |
$5.66K - $6.26K
|
6.16K
$881K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
52+ 0.58% |
$5.55K - $6.15K
|
8.98K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
52+ 5.88% |
$5.55K - $6.15K
|
937
$134K
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
50+ 0.28% |
$5.34K - $5.91K
|
18K
$2.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50+ 0.34% |
$5.34K - $5.91K
|
14.6K
$2.09M
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
49+ 17.82% |
$5.23K - $5.79K
|
324
$46.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
45+ 2.95% |
$4.8K - $5.32K
|
1.57K
$225K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 2.04% |
$4.7K - $5.2K
|
2.2K
$314K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
44+ 1.32% |
$4.7K - $5.2K
|
3.37K
$482K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
43+ 2.54% |
$4.59K - $5.08K
|
1.73K
$248K
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
43+ 1.86% |
$4.59K - $5.08K
|
2.35K
$337K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
42New |
$4.48K - $4.96K
|
42
$6.01K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
41+ 13.67% |
$4.38K - $4.85K
|
341
$48.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
41+ 0.85% |
$4.38K - $4.85K
|
4.89K
$700K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
40+ 0.67% |
$4.27K - $4.73K
|
6.04K
$864K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
40+ 1.51% |
$4.27K - $4.73K
|
2.69K
$385K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
39New |
$4.16K - $4.61K
|
39
$5.58K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
39+ 0.27% |
$4.16K - $4.61K
|
14.4K
$2.06M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
36+ 0.55% |
$3.84K - $4.25K
|
6.53K
$933K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35New |
$3.74K - $4.14K
|
35
$5.01K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
33New |
$3.52K - $3.9K
|
33
$4.72K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32+ 1.22% |
$3.42K - $3.78K
|
2.66K
$380K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
31+ 0.55% |
$3.31K - $3.66K
|
5.68K
$813K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
30+ 0.5% |
$3.2K - $3.55K
|
6.03K
$863K
|
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
30+ 0.58% |
$3.2K - $3.55K
|
5.22K
$746K
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
29+ 0.84% |
$3.1K - $3.43K
|
3.5K
$501K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
29New |
$3.1K - $3.43K
|
29
$4.15K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
29+ 46.03% |
$3.1K - $3.43K
|
92
$13.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
28+ 0.11% |
$2.99K - $3.31K
|
25.9K
$3.7M
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
27+ 0.3% |
$2.88K - $3.19K
|
9.05K
$1.29M
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
27New |
$2.88K - $3.19K
|
27
$3.86K
|