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 |
---|---|---|---|---|---|---|---|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.41K+ 156.44% |
$157K - $180K
|
2.31K
$330K
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.39K+ 33.98% |
$155K - $178K
|
5.49K
$785K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.39K+ 14.4% |
$155K - $177K
|
11K
$1.58M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 22.39% |
$154K - $177K
|
7.56K
$1.08M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.38K+ 4.96% |
$154K - $176K
|
29.2K
$4.18M
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.34K+ 27.9% |
$150K - $172K
|
6.16K
$881K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.34K+ 4.63% |
$149K - $171K
|
30.2K
$4.32M
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.33K+ 4.28% |
$148K - $170K
|
32.4K
$4.64M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.32K+ 31.36% |
$147K - $168K
|
5.51K
$788K
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.31K+ 51.08% |
$145K - $167K
|
3.86K
$552K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.3K+ 64.45% |
$145K - $166K
|
3.32K
$474K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 141.34% |
$144K - $165K
|
2.2K
$315K
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.28K+ 70.95% |
$142K - $163K
|
3.07K
$439K
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.26K+ 9.82% |
$140K - $161K
|
14.1K
$2.01M
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.21K+ 1.86% |
$135K - $154K
|
66.1K
$9.45M
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.16K+ 19.73% |
$129K - $148K
|
7.01K
$1M
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
1.15K+ 0.71% |
$128K - $147K
|
164K
$23.5M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.1K+ 7.07% |
$123K - $141K
|
16.6K
$2.38M
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 34.39% |
$122K - $139K
|
4.26K
$610K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.09K+ 10.89% |
$122K - $139K
|
11.1K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.08K+ 9.55% |
$121K - $138K
|
12.4K
$1.78M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.07K+ 13.48% |
$120K - $137K
|
9.03K
$1.29M
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.07K+ 36.37% |
$119K - $136K
|
4K
$572K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.05K+ 52500.0% |
$117K - $134K
|
1.05K
$150K
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
1.02K+ 0.69% |
$113K - $130K
|
148K
$21.2M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.01K+ 40.88% |
$112K - $129K
|
3.47K
$497K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
999+ 38.36% |
$111K - $128K
|
3.6K
$515K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
970+ 35.83% |
$108K - $124K
|
3.68K
$526K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
969+ 13.37% |
$108K - $124K
|
8.22K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
969+ 13.37% |
$108K - $124K
|
8.22K
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
964+ 2.76% |
$107K - $123K
|
35.9K
$5.14M
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
936+ 229.98% |
$104K - $120K
|
1.34K
$192K
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
936+ 229.98% |
$104K - $120K
|
1.34K
$192K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
931+ 4.89% |
$104K - $119K
|
20K
$2.85M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
909+ 6.41% |
$101K - $116K
|
15.1K
$2.16M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
902+ 29.21% |
$101K - $115K
|
3.99K
$571K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
893+ 2.8% |
$99.5K - $114K
|
32.8K
$4.7M
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
850+ 25.3% |
$94.7K - $109K
|
4.21K
$602K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
843+ 13.06% |
$94K - $108K
|
7.3K
$1.04M
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
842+ 1.75% |
$93.9K - $108K
|
48.9K
$6.99M
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
819+ 17.53% |
$91.3K - $105K
|
5.49K
$785K
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
800New |
$89.2K - $102K
|
800
$114K
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
798+ 0.53% |
$89K - $102K
|
151K
$21.6M
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
793New |
$88.4K - $101K
|
793
$113K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
781+ 21.13% |
$87.1K - $99.8K
|
4.48K
$640K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
775+ 23.71% |
$86.4K - $99K
|
4.04K
$578K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
774+ 6.05% |
$86.3K - $98.9K
|
13.6K
$1.94M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
767+ 0.46% |
$85.5K - $98K
|
169K
$24.1M
|
|
Nov 14, 2023
Q3 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
764+ 0.76% |
$85.2K - $97.6K
|
102K
$14.5M
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
760+ 7.29% |
$84.7K - $97.1K
|
11.2K
$1.6M
|