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
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
449+ 14.83% |
$50.1K - $57.4K
|
3.48K
$497K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
433+ 8.54% |
$48.3K - $55.3K
|
5.5K
$787K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
430+ 12.44% |
$47.9K - $54.9K
|
3.89K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
430+ 4.51% |
$47.9K - $54.9K
|
9.95K
$1.42M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
427+ 2.69% |
$47.6K - $54.5K
|
16.3K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
422+ 2.43% |
$47K - $53.9K
|
17.8K
$2.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
420+ 23.19% |
$46.8K - $53.7K
|
2.23K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
410+ 9.81% |
$45.7K - $52.4K
|
4.59K
$656K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
407+ 13.3% |
$45.4K - $52K
|
3.47K
$496K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
406+ 8.21% |
$45.3K - $51.9K
|
5.35K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
403+ 6.77% |
$44.9K - $51.5K
|
6.35K
$909K
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
401+ 6.95% |
$44.7K - $51.2K
|
6.17K
$883K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
401+ 10.1% |
$44.7K - $51.2K
|
4.37K
$625K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
400+ 0.94% |
$44.6K - $51.1K
|
43K
$6.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
400+ 200.0% |
$44.6K - $51.1K
|
600
$85.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 5.11% |
$44.6K - $51.1K
|
8.23K
$1.18M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 5.11% |
$44.6K - $51.1K
|
8.23K
$1.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
397+ 7.89% |
$44.3K - $50.7K
|
5.43K
$776K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
394+ 2.88% |
$43.9K - $50.3K
|
14.1K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
393+ 3.49% |
$43.8K - $50.2K
|
11.6K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
381+ 15.77% |
$42.5K - $48.7K
|
2.8K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
363+ 17.53% |
$40.5K - $46.4K
|
2.43K
$348K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
351+ 7.05% |
$39.1K - $44.8K
|
5.33K
$762K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
348+ 62.37% |
$38.8K - $44.5K
|
906
$130K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
338+ 5.63% |
$37.7K - $43.2K
|
6.34K
$907K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
336+ 0.6% |
$37.5K - $42.9K
|
56.1K
$8.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
325+ 3.41% |
$36.2K - $41.5K
|
9.86K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
320+ 10.8% |
$35.7K - $40.9K
|
3.28K
$470K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
311+ 11.31% |
$34.7K - $39.7K
|
3.06K
$438K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
307+ 8.22% |
$34.2K - $39.2K
|
4.04K
$578K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
300+ 2.41% |
$33.4K - $38.3K
|
12.7K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
300+ 0.66% |
$33.4K - $38.3K
|
45.7K
$6.54M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
299+ 159.04% |
$33.3K - $38.2K
|
487
$69.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
298+ 8.74% |
$33.2K - $38.1K
|
3.71K
$530K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
298New |
$33.2K - $38.1K
|
298
$42.6K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
296+ 1.26% |
$33K - $37.8K
|
23.8K
$3.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
295+ 39.86% |
$32.9K - $37.7K
|
1.04K
$148K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
295+ 10.38% |
$32.9K - $37.7K
|
3.14K
$449K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
295+ 39.86% |
$32.9K - $37.7K
|
1.04K
$148K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
294+ 4.89% |
$32.8K - $37.6K
|
6.31K
$902K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
288+ 3.0% |
$32.1K - $36.8K
|
9.89K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
286New |
$31.9K - $36.5K
|
286
$40.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
276+ 3.11% |
$30.8K - $35.3K
|
9.15K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
274+ 1.49% |
$30.5K - $35K
|
18.7K
$2.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
273+ 8.27% |
$30.4K - $34.9K
|
3.58K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
270+ 0.78% |
$30.1K - $34.5K
|
35K
$5.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
267+ 2.49% |
$29.8K - $34.1K
|
11K
$1.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
267+ 0.06% |
$29.8K - $34.1K
|
480K
$68.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
266+ 3.59% |
$29.7K - $34K
|
7.67K
$1.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
260+ 0.94% |
$29K - $33.2K
|
28K
$4M
|