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 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-248- 10.35% |
$27.6K - $31.7K
|
2.15K
$312K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-250- 19.38% |
$27.9K - $31.9K
|
1.04K
$151K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-250- 2.84% |
$27.9K - $31.9K
|
8.55K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-250- 7.48% |
$27.9K - $31.9K
|
3.09K
$449K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-253- 3.4% |
$28.2K - $32.3K
|
7.18K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-254- 4.19% |
$28.3K - $32.4K
|
5.82K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-254- 69.97% |
$28.3K - $32.4K
|
109
$15.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-256- 0.14% |
$28.5K - $32.7K
|
188K
$27.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-256- 0.31% |
$28.5K - $32.7K
|
82.9K
$12M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-257- 11.41% |
$28.6K - $32.8K
|
2K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-262- 2.27% |
$29.2K - $33.5K
|
11.3K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-263- 5.2% |
$29.3K - $33.6K
|
4.8K
$696K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-271- 1.69% |
$30.2K - $34.6K
|
15.8K
$2.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-279- 5.23% |
$31.1K - $35.6K
|
5.06K
$735K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-281- 3.8% |
$31.3K - $35.9K
|
7.12K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-282- 1.37% |
$31.4K - $36K
|
20.3K
$2.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-284- 0.85% |
$31.7K - $36.3K
|
33.2K
$4.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-285- 5.07% |
$31.8K - $36.4K
|
5.34K
$775K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-291- 13.51% |
$32.4K - $37.2K
|
1.86K
$271K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-296- 1.07% |
$33K - $37.8K
|
27.3K
$3.96M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-297- 76.55% |
$33.1K - $37.9K
|
91
$13.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-298- 1.06% |
$33.2K - $38.1K
|
27.8K
$4.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
SELL
|
- |
-300- 5.26% |
$33.4K - $38.3K
|
5.41K
$785K
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-300- 11.05% |
$33.4K - $38.3K
|
2.42K
$351K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-306- 6.64% |
$34.1K - $39.1K
|
4.3K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-306- 9.52% |
$34.1K - $39.1K
|
2.91K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-309- 1.75% |
$34.4K - $39.5K
|
17.4K
$2.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-310- 1.07% |
$34.6K - $39.6K
|
28.7K
$4.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-317- 21.98% |
$35.3K - $40.5K
|
1.13K
$163K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-317- 0.63% |
$35.3K - $40.5K
|
49.8K
$7.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-319- 2.77% |
$35.6K - $40.8K
|
11.2K
$1.63M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-320- 6.74% |
$35.7K - $40.9K
|
4.43K
$643K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-329- 11.67% |
$36.7K - $42K
|
2.49K
$361K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-330- 0.17% |
$36.8K - $42.2K
|
196K
$28.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-330- 3.93% |
$36.8K - $42.2K
|
8.07K
$1.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-331- 10.83% |
$36.9K - $42.3K
|
2.73K
$396K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-333- 4.02% |
$37.1K - $42.5K
|
7.96K
$1.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-337- 8.51% |
$37.6K - $43.1K
|
3.62K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-343- 2.3% |
$38.2K - $43.8K
|
14.6K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-343- 5.79% |
$38.2K - $43.8K
|
5.58K
$811K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-344- 3.43% |
$38.3K - $43.9K
|
9.68K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-349- 39.7% |
$38.9K - $44.6K
|
530
$77K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-360- 4.44% |
$40.1K - $46K
|
7.75K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-364- 0.5% |
$40.6K - $46.5K
|
72.6K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-372- 12.8% |
$41.5K - $47.5K
|
2.54K
$368K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-374- 1.14% |
$41.7K - $47.8K
|
32.3K
$4.69M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-392- 6.4% |
$43.7K - $50.1K
|
5.73K
$832K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-400- 1.16% |
$44.6K - $51.1K
|
34K
$4.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-409- 6.33% |
$45.6K - $52.2K
|
6.05K
$879K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-411- 3.4% |
$45.8K - $52.5K
|
11.7K
$1.7M
|