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 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.7KNew |
$197K - $229K
|
1.7K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$195K - $227K
|
1.68K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.67KNew |
$194K - $226K
|
1.67K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.67KNew |
$194K - $225K
|
1.67K
$245K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.67KNew |
$194K - $225K
|
1.67K
$245K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.67K+ 21.08% |
$194K - $225K
|
9.57K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.66KNew |
$193K - $225K
|
1.66K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.66KNew |
$192K - $224K
|
1.66K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.65KNew |
$192K - $223K
|
1.65K
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.64K+ 0.85% |
$191K - $222K
|
196K
$28.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
1.64KNew |
$191K - $222K
|
1.64K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.64KNew |
$191K - $222K
|
1.64K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.64KNew |
$190K - $221K
|
1.64K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.64K+ 4.05% |
$190K - $221K
|
42.1K
$6.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.63KNew |
$189K - $220K
|
1.63K
$240K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.63KNew |
$189K - $220K
|
1.63K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.62KNew |
$189K - $219K
|
1.62K
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$188K - $219K
|
1.62K
$238K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.62KNew |
$188K - $218K
|
1.62K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.61KNew |
$187K - $218K
|
1.61K
$237K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.61K+ 8.67% |
$187K - $218K
|
20.2K
$2.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
1.61KNew |
$187K - $218K
|
1.61K
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.61K+ 38.96% |
$186K - $217K
|
5.73K
$842K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.6KNew |
$186K - $217K
|
1.6K
$236K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 18.59% |
$186K - $217K
|
10.2K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
1.6KNew |
$186K - $216K
|
1.6K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.6KNew |
$186K - $216K
|
1.6K
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.59K+ 4.91% |
$185K - $215K
|
34.1K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.57K+ 2.8% |
$182K - $212K
|
57.6K
$8.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.57KNew |
$182K - $212K
|
1.57K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.57K+ 2.91% |
$182K - $212K
|
55.5K
$8.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.57KNew |
$182K - $212K
|
1.57K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.56K+ 5.65% |
$182K - $211K
|
29.2K
$4.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.56K+ 48.29% |
$182K - $211K
|
4.8K
$706K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.56KNew |
$181K - $211K
|
1.56K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.54KNew |
$179K - $209K
|
1.54K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
1.54KNew |
$179K - $209K
|
1.54K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.54K+ 15.51% |
$179K - $208K
|
11.4K
$1.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.54KNew |
$178K - $208K
|
1.54K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.54KNew |
$178K - $208K
|
1.54K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.53KNew |
$178K - $207K
|
1.53K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.53KNew |
$178K - $207K
|
1.53K
$225K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.52KNew |
$177K - $206K
|
1.52K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.52KNew |
$176K - $205K
|
1.52K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.51KNew |
$176K - $204K
|
1.51K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.51KNew |
$175K - $204K
|
1.51K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
1.5KNew |
$175K - $203K
|
1.5K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.5KNew |
$174K - $203K
|
1.5K
$221K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.5KNew |
$174K - $203K
|
1.5K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.5KNew |
$174K - $203K
|
1.5K
$221K
|