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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.17% |
$1.23K - $1.41K
|
6.42K
$919K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.54% |
$1.23K - $1.41K
|
2.05K
$293K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
11+ 0.41% |
$1.23K - $1.41K
|
2.69K
$385K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
11New |
$1.23K - $1.41K
|
11
$1.57K
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
10+ 0.05% |
$1.11K - $1.28K
|
21.4K
$3.06M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
10+ 16.67% |
$1.11K - $1.28K
|
70
$10K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.41% |
$1.11K - $1.28K
|
2.45K
$351K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 52.94% |
$1K - $1.15K
|
26
$3.72K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 1.75% |
$1K - $1.15K
|
523
$74.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9+ 0.16% |
$1K - $1.15K
|
5.69K
$814K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$892 - $1.02K
|
8
$1.14K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
8New |
$892 - $1.02K
|
8
$1.14K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.08% |
$892 - $1.02K
|
10.1K
$1.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 3.1% |
$780 - $894
|
233
$33.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.14% |
$780 - $894
|
5.11K
$730K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$780 - $894
|
7.42K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
7New |
$780 - $894
|
7
$1K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
7+ 0.24% |
$780 - $894
|
2.9K
$415K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$780 - $894
|
4.02K
$575K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
7+ 0.01% |
$780 - $894
|
115K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 4.79% |
$780 - $894
|
153
$21.9K
|
|
|
Mar 04, 2025
Q3 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
7+ 0.18% |
$780 - $894
|
3.85K
$551K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
6+ 0.02% |
$669 - $767
|
25.2K
$3.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6+ 0.1% |
$669 - $767
|
5.88K
$841K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6+ 0.03% |
$669 - $767
|
18.1K
$2.58M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6+ 0.06% |
$669 - $767
|
10.4K
$1.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
5+ 0.06% |
$557 - $639
|
8.28K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.22% |
$557 - $639
|
2.31K
$330K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.85% |
$557 - $639
|
590
$84.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5+ 0.25% |
$557 - $639
|
2.02K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4+ 0.19% |
$446 - $511
|
2.1K
$300K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4+ 0.08% |
$446 - $511
|
5.25K
$751K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
4+ 0.12% |
$446 - $511
|
3.46K
$495K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4+ 0.08% |
$446 - $511
|
5.2K
$744K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.22% |
$446 - $511
|
1.83K
$262K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4+ 0.14% |
$446 - $511
|
2.88K
$411K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4+ 0.08% |
$446 - $511
|
4.94K
$706K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4New |
$446 - $511
|
4
$572
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 11.43% |
$446 - $511
|
39
$5.58K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.15% |
$334 - $383
|
2.07K
$296K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.78% |
$334 - $383
|
388
$55.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.03% |
$334 - $383
|
9.8K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.88% |
$334 - $383
|
343
$49.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3+ 0.13% |
$334 - $383
|
2.34K
$335K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.64% |
$334 - $383
|
475
$67.9K
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.02% |
$334 - $383
|
16.9K
$2.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$223 - $256
|
2.39K
$342K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.64% |
$223 - $256
|
314
$44.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1+ 0.0% |
$111 - $128
|
48.2K
$6.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$111 - $128
|
5.31K
$759K
|