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 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.09% |
$111 - $128
|
1.08K
$162K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.03% |
$111 - $128
|
2.88K
$432K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2- 0.02% |
$223 - $256
|
8.32K
$1.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4- 0.42% |
$446 - $511
|
941
$141K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4- 0.04% |
$446 - $511
|
10.3K
$1.54M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4- 0.15% |
$446 - $511
|
2.73K
$409K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-5- 0.24% |
$557 - $639
|
2.05K
$308K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-5- 0.19% |
$557 - $639
|
2.65K
$397K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5- 0.04% |
$557 - $639
|
13.7K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7- 0.01% |
$780 - $894
|
77.3K
$11.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-8- 0.24% |
$892 - $1.02K
|
3.39K
$509K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10- 0.29% |
$1.11K - $1.28K
|
3.41K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11- 0.29% |
$1.23K - $1.41K
|
3.83K
$574K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-11- 0.23% |
$1.23K - $1.41K
|
4.81K
$721K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-12- 0.3% |
$1.34K - $1.53K
|
4.01K
$601K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-13- 0.16% |
$1.45K - $1.66K
|
7.96K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 0.68% |
$1.56K - $1.79K
|
2.04K
$306K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-15- 0.04% |
$1.67K - $1.92K
|
41.5K
$6.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-16- 6.35% |
$1.78K - $2.04K
|
236
$35.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-17- 1.16% |
$1.89K - $2.17K
|
1.45K
$218K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 10.37% |
$1.89K - $2.17K
|
147
$22.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-18- 0.07% |
$2.01K - $2.3K
|
26.2K
$3.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-18- 0.94% |
$2.01K - $2.3K
|
1.91K
$286K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-20- 3.98% |
$2.23K - $2.56K
|
482
$72.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-20- 1.41% |
$2.23K - $2.56K
|
1.4K
$210K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-20- 0.47% |
$2.23K - $2.56K
|
4.23K
$634K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-22- 0.47% |
$2.45K - $2.81K
|
4.66K
$699K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-22- 0.72% |
$2.45K - $2.81K
|
3.04K
$456K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 1.45% |
$2.79K - $3.19K
|
1.7K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-25- 0.64% |
$2.79K - $3.19K
|
3.89K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-25- 0.36% |
$2.79K - $3.19K
|
6.93K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-27- 0.18% |
$3.01K - $3.45K
|
15K
$2.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-28- 38.36% |
$3.12K - $3.58K
|
45
$6.75K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-28- 0.26% |
$3.12K - $3.58K
|
10.6K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-29- 42.03% |
$3.23K - $3.7K
|
40
$6K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-29- 1.28% |
$3.23K - $3.7K
|
2.24K
$335K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-30- 0.74% |
$3.34K - $3.83K
|
4.03K
$604K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-31- 0.9% |
$3.46K - $3.96K
|
3.4K
$510K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-31- 1.61% |
$3.46K - $3.96K
|
1.9K
$285K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-32- 0.42% |
$3.57K - $4.09K
|
7.5K
$1.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-33- 1.5% |
$3.68K - $4.22K
|
2.17K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-35- 0.3% |
$3.9K - $4.47K
|
11.5K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-35- 1.24% |
$3.9K - $4.47K
|
2.79K
$419K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-35- 1.32% |
$3.9K - $4.47K
|
2.61K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-36- 1.89% |
$4.01K - $4.6K
|
1.87K
$280K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-38- 3.14% |
$4.24K - $4.85K
|
1.17K
$176K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-38- 55.07% |
$4.24K - $4.85K
|
31
$4.65K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-40- 83.33% |
$4.46K - $5.11K
|
8
$1.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-43- 0.12% |
$4.79K - $5.49K
|
35.8K
$5.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-43- 1.72% |
$4.79K - $5.49K
|
2.46K
$369K
|