Purchases and Sales Made in Q3 2024 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q3 2024. 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 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
59+ 2.96% |
$6.85K - $7.98K
|
2.05K
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
55+ 0.54% |
$6.39K - $7.44K
|
10.2K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.78% |
$6.04K - $7.03K
|
6.7K
$985K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
51+ 1.78% |
$5.92K - $6.89K
|
2.91K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
51+ 2.05% |
$5.92K - $6.89K
|
2.54K
$374K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
50+ 0.89% |
$5.81K - $6.76K
|
5.66K
$831K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
49+ 0.52% |
$5.69K - $6.62K
|
9.4K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
49+ 8.81% |
$5.69K - $6.62K
|
605
$88.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48+ 1.33% |
$5.58K - $6.49K
|
3.65K
$536K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
47+ 14.51% |
$5.46K - $6.35K
|
371
$54.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
46+ 0.11% |
$5.34K - $6.22K
|
42.9K
$6.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
46+ 0.47% |
$5.34K - $6.22K
|
9.92K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 0.59% |
$5.34K - $6.22K
|
7.9K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
45+ 0.43% |
$5.23K - $6.08K
|
10.5K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
45+ 0.31% |
$5.23K - $6.08K
|
14.7K
$2.16M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
45+ 5.78% |
$5.23K - $6.08K
|
823
$121K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
43New |
$5K - $5.81K
|
43
$6.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
43+ 1.5% |
$5K - $5.81K
|
2.92K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
43+ 1.22% |
$5K - $5.81K
|
3.58K
$526K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
42+ 1.78% |
$4.88K - $5.68K
|
2.4K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
41+ 0.53% |
$4.76K - $5.54K
|
7.75K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41+ 2.4% |
$4.76K - $5.54K
|
1.75K
$258K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
40+ 1.39% |
$4.65K - $5.41K
|
2.92K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
39+ 0.6% |
$4.53K - $5.27K
|
6.52K
$959K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
38+ 0.64% |
$4.41K - $5.14K
|
5.94K
$873K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
37New |
$4.3K - $5K
|
37
$5.44K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
36New |
$4.18K - $4.87K
|
36
$5.29K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
35+ 0.43% |
$4.07K - $4.73K
|
8.12K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35+ 0.79% |
$4.07K - $4.73K
|
4.49K
$660K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.91% |
$3.95K - $4.6K
|
3.79K
$556K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 100.0% |
$3.83K - $4.46K
|
66
$9.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
33+ 0.72% |
$3.83K - $4.46K
|
4.63K
$680K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
33+ 0.79% |
$3.83K - $4.46K
|
4.19K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
33New |
$3.83K - $4.46K
|
33
$4.85K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
33New |
$3.83K - $4.46K
|
33
$4.85K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
33New |
$3.83K - $4.46K
|
33
$4.85K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
31+ 1.75% |
$3.6K - $4.19K
|
1.8K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 1.25% |
$3.6K - $4.19K
|
2.5K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29New |
$3.37K - $3.92K
|
29
$4.26K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 40.58% |
$3.25K - $3.79K
|
97
$14.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 1.27% |
$3.25K - $3.79K
|
2.23K
$328K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
26+ 1.2% |
$3.02K - $3.51K
|
2.19K
$322K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25+ 10.04% |
$2.9K - $3.38K
|
274
$40.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
23+ 0.64% |
$2.67K - $3.11K
|
3.59K
$528K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
22New |
$2.56K - $2.97K
|
22
$3.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
22+ 0.6% |
$2.56K - $2.97K
|
3.7K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
21+ 0.33% |
$2.44K - $2.84K
|
6.42K
$943K
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
21+ 0.05% |
$2.44K - $2.84K
|
41K
$6.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 8.56% |
$2.21K - $2.57K
|
241
$35.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
19+ 1.25% |
$2.21K - $2.57K
|
1.54K
$227K
|