Purchases and Sales Made in Q3 2023 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q3 2023. 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 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
130+ 91.55% |
$14.5K - $16.6K
|
272
$40K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
129+ 3.92% |
$14.4K - $16.5K
|
3.42K
$503K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
127+ 2.84% |
$14.2K - $16.2K
|
4.6K
$676K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
127+ 46.18% |
$14.2K - $16.2K
|
402
$59K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
122+ 1.02% |
$13.6K - $15.6K
|
12.1K
$1.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
121+ 1.25% |
$13.5K - $15.5K
|
9.82K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
120+ 4.42% |
$13.4K - $15.3K
|
2.84K
$417K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
120+ 1.84% |
$13.4K - $15.3K
|
6.64K
$975K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
118+ 4.5% |
$13.2K - $15.1K
|
2.74K
$402K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
111+ 13.21% |
$12.4K - $14.2K
|
951
$140K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
103+ 5.14% |
$11.5K - $13.2K
|
2.11K
$309K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
100+ 39.84% |
$11.1K - $12.8K
|
351
$51.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.18% |
$11.1K - $12.8K
|
55.5K
$8.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96+ 3.48% |
$10.7K - $12.3K
|
2.85K
$419K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
92New |
$10.3K - $11.8K
|
92
$13.5K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
92+ 2.26% |
$10.3K - $11.8K
|
4.17K
$613K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
91+ 2.33% |
$10.1K - $11.6K
|
4K
$588K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
86+ 0.56% |
$9.59K - $11K
|
15.4K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
85+ 0.49% |
$9.47K - $10.9K
|
17.5K
$2.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
83+ 2.3% |
$9.25K - $10.6K
|
3.7K
$543K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
83+ 1.79% |
$9.25K - $10.6K
|
4.71K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
83+ 0.25% |
$9.25K - $10.6K
|
33.6K
$4.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
82+ 1.82% |
$9.14K - $10.5K
|
4.59K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
82+ 0.57% |
$9.14K - $10.5K
|
14.5K
$2.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
82+ 6.51% |
$9.14K - $10.5K
|
1.34K
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
78+ 1.71% |
$8.69K - $9.96K
|
4.63K
$680K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
75+ 0.6% |
$8.36K - $9.58K
|
12.7K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
75+ 3.14% |
$8.36K - $9.58K
|
2.46K
$361K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
74+ 1.15% |
$8.25K - $9.45K
|
6.52K
$957K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
73+ 1.07% |
$8.14K - $9.33K
|
6.89K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
73+ 0.47% |
$8.14K - $9.33K
|
15.4K
$2.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
72New |
$8.03K - $9.2K
|
72
$10.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
69+ 0.74% |
$7.69K - $8.81K
|
9.43K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
68+ 34.17% |
$7.58K - $8.69K
|
267
$39.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
68+ 0.4% |
$7.58K - $8.69K
|
17K
$2.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
67+ 1.29% |
$7.47K - $8.56K
|
5.25K
$770K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
66+ 2.98% |
$7.36K - $8.43K
|
2.28K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
66+ 3.99% |
$7.36K - $8.43K
|
1.72K
$253K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
65+ 3.3% |
$7.25K - $8.3K
|
2.03K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
65+ 2.87% |
$7.25K - $8.3K
|
2.33K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 86.49% |
$7.13K - $8.18K
|
138
$20.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
63+ 0.83% |
$7.02K - $8.05K
|
7.7K
$1.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
63+ 0.39% |
$7.02K - $8.05K
|
16.2K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
62+ 1.44% |
$6.91K - $7.92K
|
4.37K
$642K
|
|
|
Oct 23, 2023
Q3 2023
|
Palmer Knight CO
|
BUY
|
- |
61+ 0.12% |
$6.8K - $7.79K
|
50.2K
$7.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
59New |
$6.58K - $7.54K
|
59
$8.67K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 1.03% |
$6.58K - $7.54K
|
5.79K
$850K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
56+ 0.48% |
$6.24K - $7.15K
|
11.7K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
56New |
$6.24K - $7.15K
|
56
$8.23K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
55+ 1.06% |
$6.13K - $7.03K
|
5.26K
$772K
|