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 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-134- 6.87% |
$14.9K - $17.1K
|
1.82K
$264K
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-134- 6.87% |
$14.9K - $17.1K
|
1.82K
$264K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-135- 4.24% |
$15K - $17.2K
|
3.05K
$443K
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-135- 50.94% |
$15K - $17.2K
|
130
$18.9K
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-136- 1.73% |
$15.2K - $17.4K
|
7.74K
$1.12M
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-138- 1.5% |
$15.4K - $17.6K
|
9.07K
$1.32M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-139- 4.63% |
$15.5K - $17.8K
|
2.86K
$416K
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-141- 0.61% |
$15.7K - $18K
|
22.8K
$3.31M
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-144- 0.5% |
$16.1K - $18.4K
|
28.6K
$4.16M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-145- 1.38% |
$16.2K - $18.5K
|
10.3K
$1.5M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-149- 0.99% |
$16.6K - $19K
|
14.9K
$2.17M
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-150- 0.57% |
$16.7K - $19.2K
|
26.3K
$3.82M
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-150- 3.97% |
$16.7K - $19.2K
|
3.63K
$526K
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-150- 4.28% |
$16.7K - $19.2K
|
3.36K
$488K
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-157- 0.48% |
$17.5K - $20.1K
|
32.5K
$4.71M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-159- 6.67% |
$17.7K - $20.3K
|
2.23K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-162- 3.46% |
$18.1K - $20.7K
|
4.52K
$656K
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-170- 0.21% |
$18.9K - $21.7K
|
80.8K
$11.7M
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-173- 3.73% |
$19.3K - $22.1K
|
4.47K
$649K
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-175- 5.01% |
$19.5K - $22.4K
|
3.32K
$481K
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-176- 7.17% |
$19.6K - $22.5K
|
2.28K
$331K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-177- 1.82% |
$19.7K - $22.6K
|
9.55K
$1.39M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-179- 70.2% |
$20K - $22.9K
|
76
$11K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-184- 9.36% |
$20.5K - $23.5K
|
1.78K
$259K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-187- 0.74% |
$20.8K - $23.9K
|
25.1K
$3.65M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-188- 1.28% |
$21K - $24K
|
14.5K
$2.1M
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-193- 3.03% |
$21.5K - $24.7K
|
6.18K
$898K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-195- 16.39% |
$21.7K - $24.9K
|
995
$145K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 38.46% |
$22.3K - $25.6K
|
320
$46.5K
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-200- 1.88% |
$22.3K - $25.6K
|
10.4K
$1.51M
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-200- 4.94% |
$22.3K - $25.6K
|
3.85K
$558K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-202- 5.48% |
$22.5K - $25.8K
|
3.48K
$506K
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-210- 0.67% |
$23.4K - $26.8K
|
31.2K
$4.54M
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-210- 4.69% |
$23.4K - $26.8K
|
4.27K
$620K
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-212- 2.19% |
$23.6K - $27.1K
|
9.45K
$1.37M
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-213- 1.16% |
$23.7K - $27.2K
|
18.1K
$2.63M
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-213- 1.06% |
$23.7K - $27.2K
|
19.9K
$2.88M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-223- 5.1% |
$24.9K - $28.5K
|
4.15K
$603K
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-225- 0.46% |
$25.1K - $28.7K
|
48.8K
$7.09M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-226- 1.46% |
$25.2K - $28.9K
|
15.3K
$2.22M
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-230- 11.55% |
$25.6K - $29.4K
|
1.76K
$256K
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-232- 2.62% |
$25.9K - $29.6K
|
8.61K
$1.25M
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-237- 8.11% |
$26.4K - $30.3K
|
2.69K
$390K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-238- 0.64% |
$26.5K - $30.4K
|
37.1K
$5.39M
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-241- 5.53% |
$26.9K - $30.8K
|
4.12K
$598K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-241- 3.42% |
$26.9K - $30.8K
|
6.8K
$988K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-243- 4.44% |
$27.1K - $31K
|
5.23K
$760K
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-244- 1.01% |
$27.2K - $31.2K
|
23.9K
$3.47M
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-245- 1.17% |
$27.3K - $31.3K
|
20.7K
$3M
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-246- 2.85% |
$27.4K - $31.4K
|
8.39K
$1.22M
|