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 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-38- 3.14% |
$4.24K - $4.85K
|
1.17K
$172K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-38- 55.07% |
$4.24K - $4.85K
|
31
$4.56K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-40- 83.33% |
$4.46K - $5.11K
|
8
$1.18K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-43- 0.12% |
$4.79K - $5.49K
|
35.8K
$5.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-43- 1.72% |
$4.79K - $5.49K
|
2.46K
$362K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-44- 1.2% |
$4.9K - $5.62K
|
3.61K
$531K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-45- 1.05% |
$5.02K - $5.75K
|
4.26K
$627K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-45- 0.93% |
$5.02K - $5.75K
|
4.78K
$704K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-46- 1.64% |
$5.13K - $5.88K
|
2.76K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-47- 0.35% |
$5.24K - $6K
|
13.3K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-48Closed |
$5.35K - $6.13K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-49- 0.61% |
$5.46K - $6.26K
|
8.05K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.5% |
$5.57K - $6.39K
|
9.88K
$1.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 1.48% |
$5.57K - $6.39K
|
3.32K
$488K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-50- 1.57% |
$5.57K - $6.39K
|
3.14K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-50- 0.83% |
$5.57K - $6.39K
|
5.95K
$875K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-51- 2.65% |
$5.68K - $6.52K
|
1.88K
$276K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-52- 16.61% |
$5.8K - $6.64K
|
261
$38.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-52- 23.96% |
$5.8K - $6.64K
|
165
$24.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-53- 1.75% |
$5.91K - $6.77K
|
2.98K
$438K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-53- 2.81% |
$5.91K - $6.77K
|
1.84K
$270K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-56- 0.56% |
$6.24K - $7.15K
|
10K
$1.47M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-59- 1.32% |
$6.58K - $7.54K
|
4.4K
$648K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-60- 0.78% |
$6.69K - $7.67K
|
7.62K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-61- 2.98% |
$6.8K - $7.79K
|
1.99K
$292K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-61- 1.67% |
$6.8K - $7.79K
|
3.59K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-65- 1.32% |
$7.25K - $8.3K
|
4.86K
$714K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-74- 3.27% |
$8.25K - $9.45K
|
2.19K
$322K
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-76- 3.52% |
$8.47K - $9.71K
|
2.08K
$306K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-77- 77.78% |
$8.58K - $9.84K
|
22
$3.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-78- 0.96% |
$8.69K - $9.96K
|
8.08K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-80- 3.71% |
$8.92K - $10.2K
|
2.08K
$306K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-83- 2.94% |
$9.25K - $10.6K
|
2.74K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-84- 0.25% |
$9.36K - $10.7K
|
33.6K
$4.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-87- 1.73% |
$9.7K - $11.1K
|
4.95K
$728K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-89- 0.51% |
$9.92K - $11.4K
|
17.4K
$2.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-90- 1.12% |
$10K - $11.5K
|
7.98K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-91- 2.59% |
$10.1K - $11.6K
|
3.43K
$504K
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-96- 2.91% |
$10.7K - $12.3K
|
3.2K
$471K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-99- 2.01% |
$11K - $12.6K
|
4.83K
$711K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-100- 4.75% |
$11.1K - $12.8K
|
2.01K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-100- 22.42% |
$11.1K - $12.8K
|
346
$50.9K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 4.19% |
$11.1K - $12.8K
|
2.28K
$336K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-101- 3.9% |
$11.3K - $12.9K
|
2.49K
$366K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-102- 0.66% |
$11.4K - $13K
|
15.2K
$2.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-104- 2.88% |
$11.6K - $13.3K
|
3.51K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-105- 0.73% |
$11.7K - $13.4K
|
14.2K
$2.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-107- 3.9% |
$11.9K - $13.7K
|
2.64K
$388K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-110- 2.69% |
$12.3K - $14.1K
|
3.98K
$585K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-120- 2.54% |
$13.4K - $15.3K
|
4.61K
$678K
|