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 02, 2021
Q3 2021
|
Torray LLC
|
BUY
|
- |
26+ 0.15% |
$2.77K - $3.07K
|
17.2K
$2.45M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
26+ 3.82% |
$2.77K - $3.07K
|
707
$101K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 1.97% |
$2.67K - $2.95K
|
1.29K
$185K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
21+ 0.38% |
$2.24K - $2.48K
|
5.59K
$799K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
21+ 0.78% |
$2.24K - $2.48K
|
2.72K
$389K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
20New |
$2.13K - $2.36K
|
20
$2.86K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
16+ 0.38% |
$1.71K - $1.89K
|
4.27K
$610K
|
|
|
Nov 05, 2021
Q3 2021
|
Buckhead Capital Management LLC
|
BUY
|
- |
15+ 0.32% |
$1.6K - $1.77K
|
4.7K
$672K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
15+ 0.4% |
$1.6K - $1.77K
|
3.74K
$535K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
15+ 0.64% |
$1.6K - $1.77K
|
2.36K
$338K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14+ 1.65% |
$1.49K - $1.65K
|
860
$123K
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.58% |
$1.39K - $1.54K
|
2.27K
$325K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12+ 0.06% |
$1.28K - $1.42K
|
20.6K
$2.95M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
11+ 0.1% |
$1.17K - $1.3K
|
11.2K
$1.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.38% |
$1.17K - $1.3K
|
2.92K
$418K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10+ 0.15% |
$1.07K - $1.18K
|
6.82K
$975K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
10+ 0.14% |
$1.07K - $1.18K
|
7.32K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
10+ 0.19% |
$1.07K - $1.18K
|
5.38K
$769K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 3.46% |
$854 - $946
|
239
$34.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
8+ 0.56% |
$854 - $946
|
1.43K
$205K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.44% |
$854 - $946
|
1.84K
$263K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
7+ 0.26% |
$747 - $827
|
2.72K
$388K
|
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
7+ 0.25% |
$747 - $827
|
2.83K
$405K
|
|
|
Oct 27, 2021
Q3 2021
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
7+ 0.02% |
$747 - $827
|
32.5K
$4.64M
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
6New |
$640 - $709
|
6
$858
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6+ 0.43% |
$640 - $709
|
1.39K
$199K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.43% |
$640 - $709
|
1.41K
$201K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6+ 0.16% |
$640 - $709
|
3.79K
$541K
|
|
|
Mar 04, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
6+ 0.14% |
$640 - $709
|
4.25K
$607K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.16% |
$534 - $591
|
3.16K
$451K
|
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
5+ 0.09% |
$534 - $591
|
5.34K
$763K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.29% |
$427 - $473
|
1.36K
$195K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 5.56% |
$427 - $473
|
76
$10.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.22% |
$320 - $355
|
1.35K
$193K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.96% |
$320 - $355
|
315
$45.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.67% |
$213 - $236
|
301
$43K
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$213 - $236
|
2.54K
$363K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.03% |
$107 - $118
|
3.22K
$460K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$107 - $118
|
14K
$2M
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.05% |
$107 - $118
|
2.09K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.02% |
$107 - $118
|
6.62K
$947K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.03% |
$107 - $118
|
3.39K
$485K
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
1+ 0.3% |
$107 - $118
|
334
$47.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.01% |
$107 - $118
|
12.3K
$1.76M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 2.17% |
$107 - $118
|
47
$6.72K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.04% |
$107 - $118
|
2.51K
$359K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.11% |
$107 - $118
|
89
$12.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1Closed |
$107 - $118
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2- 2.11% |
$213 - $236
|
93
$13.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3- 0.03% |
$320 - $355
|
9K
$1.29M
|