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 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800New |
$92.9K - $108K
|
800
$118K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
799+ 2.38% |
$92.8K - $108K
|
34.4K
$5.05M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
784+ 8.64% |
$91.1K - $106K
|
9.85K
$1.45M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
783+ 21.12% |
$91K - $106K
|
4.49K
$660K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
780+ 7.66% |
$90.6K - $105K
|
11K
$1.61M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
774+ 24.68% |
$89.9K - $105K
|
3.91K
$575K
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
770+ 45.59% |
$89.5K - $104K
|
2.46K
$361K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
761+ 4.74% |
$88.4K - $103K
|
16.8K
$2.47M
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
760+ 6.17% |
$88.3K - $103K
|
13.1K
$1.92M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
752+ 2.24% |
$87.4K - $102K
|
34.3K
$5.05M
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
749+ 22.95% |
$87K - $101K
|
4.01K
$590K
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
747+ 4.57% |
$86.8K - $101K
|
17.1K
$2.51M
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
742+ 18.77% |
$86.2K - $100K
|
4.7K
$690K
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
739+ 1.48% |
$85.8K - $99.9K
|
50.5K
$7.43M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
736+ 2.25% |
$85.5K - $99.5K
|
33.4K
$4.91M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
720+ 7.56% |
$83.6K - $97.3K
|
10.2K
$1.51M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
711+ 1.11% |
$82.6K - $96.1K
|
64.5K
$9.48M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
703+ 5.52% |
$81.7K - $95K
|
13.4K
$1.97M
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
700+ 0.88% |
$81.3K - $94.6K
|
80.4K
$11.8M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
698+ 19.87% |
$81.1K - $94.4K
|
4.21K
$619K
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
697+ 6.19% |
$81K - $94.2K
|
12K
$1.76M
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
677+ 3.25% |
$78.6K - $91.5K
|
21.5K
$3.16M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
676+ 0.2% |
$78.5K - $91.4K
|
336K
$49.5M
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
666+ 7.17% |
$77.4K - $90K
|
9.95K
$1.46M
|
|
Oct 31, 2024
Q3 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
665+ 0.94% |
$77.3K - $89.9K
|
71.8K
$10.6M
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
664+ 1.47% |
$77.1K - $89.8K
|
45.8K
$6.73M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
639+ 6.63% |
$74.2K - $86.4K
|
10.3K
$1.51M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
634New |
$73.7K - $85.7K
|
634
$93.2K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
626+ 4.99% |
$72.7K - $84.6K
|
13.2K
$1.94M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
625New |
$72.6K - $84.5K
|
625
$91.9K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
623+ 29.71% |
$72.4K - $84.2K
|
2.72K
$400K
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
610+ 21.52% |
$70.9K - $82.5K
|
3.45K
$506K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
608New |
$70.6K - $82.2K
|
608
$89.4K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
601+ 13.59% |
$69.8K - $81.2K
|
5.02K
$739K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
592+ 24.09% |
$68.8K - $80K
|
3.05K
$448K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
590+ 1.03% |
$68.5K - $79.8K
|
57.8K
$8.49M
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
587+ 1.12% |
$68.2K - $79.4K
|
52.8K
$7.76M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
575+ 34.6% |
$66.8K - $77.7K
|
2.24K
$329K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
575+ 10.86% |
$66.8K - $77.7K
|
5.87K
$863K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
565+ 11.45% |
$65.6K - $76.4K
|
5.5K
$809K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
556+ 8.13% |
$64.6K - $75.2K
|
7.39K
$1.09M
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
555+ 14.06% |
$64.5K - $75K
|
4.5K
$662K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
552+ 3.52% |
$64.1K - $74.6K
|
16.2K
$2.39M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
534+ 4.33% |
$62K - $72.2K
|
12.9K
$1.89M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
522+ 7.26% |
$60.6K - $70.6K
|
7.72K
$1.13M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
518+ 6.26% |
$60.2K - $70K
|
8.79K
$1.29M
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
517+ 4.33% |
$60.1K - $69.9K
|
12.5K
$1.83M
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
514+ 4.96% |
$59.7K - $69.5K
|
10.9K
$1.6M
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
507+ 19.38% |
$58.9K - $68.5K
|
3.12K
$459K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
491+ 8.67% |
$57K - $66.4K
|
6.16K
$905K
|