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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
19+ 0.72% |
$2.21K - $2.57K
|
2.67K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
18+ 0.96% |
$2.09K - $2.43K
|
1.89K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
18+ 0.74% |
$2.09K - $2.43K
|
2.47K
$363K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
18+ 0.56% |
$2.09K - $2.43K
|
3.25K
$478K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
18+ 8.57% |
$2.09K - $2.43K
|
228
$33.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18+ 1.18% |
$2.09K - $2.43K
|
1.54K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
18+ 0.59% |
$2.09K - $2.43K
|
3.09K
$454K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 0.06% |
$1.97K - $2.3K
|
28.3K
$4.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
17New |
$1.97K - $2.3K
|
17
$2.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
17+ 16.04% |
$1.97K - $2.3K
|
123
$18.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
16+ 0.66% |
$1.86K - $2.16K
|
2.45K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
16+ 0.63% |
$1.86K - $2.16K
|
2.57K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
16+ 0.52% |
$1.86K - $2.16K
|
3.11K
$457K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
15+ 0.53% |
$1.74K - $2.03K
|
2.85K
$419K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 5.34% |
$1.63K - $1.89K
|
276
$40.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
14+ 0.82% |
$1.63K - $1.89K
|
1.72K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
14+ 700.0% |
$1.63K - $1.89K
|
16
$2.35K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13+ 0.64% |
$1.51K - $1.76K
|
2.04K
$300K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.13% |
$1.39K - $1.62K
|
9.05K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
12+ 0.44% |
$1.39K - $1.62K
|
2.77K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
12New |
$1.39K - $1.62K
|
12
$1.76K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12+ 10.53% |
$1.39K - $1.62K
|
126
$18.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
10+ 0.53% |
$1.16K - $1.35K
|
1.89K
$278K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.12% |
$1.16K - $1.35K
|
8.03K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
10+ 0.42% |
$1.16K - $1.35K
|
2.36K
$348K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10+ 0.46% |
$1.16K - $1.35K
|
2.19K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10+ 0.35% |
$1.16K - $1.35K
|
2.88K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
10+ 0.02% |
$1.16K - $1.35K
|
45K
$6.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
9+ 0.31% |
$1.05K - $1.22K
|
2.87K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
9+ 0.69% |
$1.05K - $1.22K
|
1.32K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 0.17% |
$1.05K - $1.22K
|
5.26K
$774K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.16% |
$929 - $1.08K
|
5.14K
$755K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
8+ 0.23% |
$929 - $1.08K
|
3.42K
$502K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 22.86% |
$929 - $1.08K
|
43
$6.32K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.06% |
$929 - $1.08K
|
14K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
8+ 0.25% |
$929 - $1.08K
|
3.22K
$474K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
8New |
$929 - $1.08K
|
8
$1.18K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8+ 0.22% |
$929 - $1.08K
|
3.64K
$535K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7+ 0.33% |
$813 - $946
|
2.13K
$313K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7+ 0.4% |
$813 - $946
|
1.77K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
7+ 0.17% |
$813 - $946
|
4.07K
$598K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.64% |
$813 - $946
|
1.1K
$161K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.72% |
$697 - $811
|
845
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6+ 0.32% |
$697 - $811
|
1.9K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$581 - $676
|
5
$735
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5+ 0.25% |
$581 - $676
|
2.02K
$297K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.31% |
$581 - $676
|
1.6K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
5+ 0.16% |
$581 - $676
|
3.1K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.35% |
$581 - $676
|
1.43K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
5+ 0.82% |
$581 - $676
|
615
$90.4K
|