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
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
485+ 96.81% |
$51.8K - $57.3K
|
986
$144K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
484+ 1.91% |
$51.7K - $57.2K
|
25.8K
$3.77M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
446+ 3.29% |
$47.6K - $52.7K
|
14K
$2.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
445+ 15.03% |
$47.5K - $52.6K
|
3.41K
$498K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
438+ 0.53% |
$46.7K - $51.8K
|
82.6K
$12.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
436+ 2.4% |
$46.5K - $51.5K
|
18.6K
$2.73M
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
423+ 59.16% |
$45.1K - $50K
|
1.14K
$166K
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
423+ 4.4% |
$45.1K - $50K
|
10K
$1.47M
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
402+ 8.22% |
$42.9K - $47.5K
|
5.3K
$775K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
400+ 11.18% |
$42.7K - $47.3K
|
3.98K
$582K
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
390+ 1.72% |
$41.6K - $46.1K
|
23K
$3.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
387+ 16.57% |
$41.3K - $45.7K
|
2.72K
$398K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
379+ 189.5% |
$40.5K - $44.8K
|
579
$84.7K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
372+ 5.27% |
$39.7K - $44K
|
7.44K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
BUY
|
- |
360New |
$38.4K - $42.5K
|
360
$52.7K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
351New |
$37.5K - $41.5K
|
351
$51.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
346+ 8.2% |
$36.9K - $40.9K
|
4.57K
$668K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
341+ 0.55% |
$36.4K - $40.3K
|
62.1K
$9.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
334+ 7.6% |
$35.6K - $39.5K
|
4.73K
$692K
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
330+ 10.22% |
$35.2K - $39K
|
3.56K
$521K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
326New |
$34.8K - $38.5K
|
326
$47.7K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
326New |
$34.8K - $38.5K
|
326
$47.7K
|
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
324+ 5.88% |
$34.6K - $38.3K
|
5.84K
$854K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
321+ 0.58% |
$34.3K - $37.9K
|
55.9K
$8.18M
|
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
320+ 5.06% |
$34.2K - $37.8K
|
6.64K
$972K
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
316+ 0.39% |
$33.7K - $37.3K
|
80.5K
$11.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
300New |
$32K - $35.5K
|
300
$43.9K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
300+ 15.87% |
$32K - $35.5K
|
2.19K
$320K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
285+ 1.14% |
$30.4K - $33.7K
|
25.2K
$3.68M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
277+ 13.51% |
$29.6K - $32.7K
|
2.33K
$340K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
273New |
$29.1K - $32.3K
|
273
$39.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
272+ 13.74% |
$29K - $32.1K
|
2.25K
$329K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
261+ 47.03% |
$27.9K - $30.8K
|
816
$119K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
254+ 0.34% |
$27.1K - $30K
|
75.8K
$11.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
254+ 3.26% |
$27.1K - $30K
|
8.05K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
250+ 5.4% |
$26.7K - $29.5K
|
4.88K
$714K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
245+ 5.34% |
$26.1K - $29K
|
4.83K
$707K
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
242+ 11.03% |
$25.8K - $28.6K
|
2.44K
$356K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
234+ 8.36% |
$25K - $27.7K
|
3.03K
$444K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
231+ 5.32% |
$24.7K - $27.3K
|
4.58K
$669K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
228+ 0.28% |
$24.3K - $26.9K
|
80.4K
$11.8M
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
227+ 1135.0% |
$24.2K - $26.8K
|
247
$36.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
225+ 33.19% |
$24K - $26.6K
|
903
$132K
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
223+ 5.88% |
$23.8K - $26.4K
|
4.02K
$588K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
220New |
$23.5K - $26K
|
220
$32.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
214+ 3.98% |
$22.8K - $25.3K
|
5.6K
$819K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
208+ 6.02% |
$22.2K - $24.6K
|
3.66K
$536K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
207+ 3.19% |
$22.1K - $24.5K
|
6.69K
$979K
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
206+ 7.11% |
$22K - $24.3K
|
3.1K
$454K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
200+ 30.82% |
$21.3K - $23.6K
|
849
$124K
|