Purchases and Sales Made in Q4 2021 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
133+ 0.87% |
$15.3K - $18.3K
|
15.5K
$2.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
133+ 2.38% |
$15.3K - $18.3K
|
5.73K
$838K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
130New |
$15K - $17.9K
|
130
$19K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
127+ 0.15% |
$14.6K - $17.4K
|
86.9K
$12.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
125New |
$14.4K - $17.2K
|
125
$18.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
124+ 7.05% |
$14.3K - $17K
|
1.88K
$275K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
123+ 4.02% |
$14.1K - $16.9K
|
3.18K
$465K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
116+ 0.44% |
$13.3K - $15.9K
|
26.2K
$3.83M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
115+ 41.52% |
$13.2K - $15.8K
|
392
$57.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
114+ 60.32% |
$13.1K - $15.7K
|
303
$44.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
111+ 4.17% |
$12.8K - $15.2K
|
2.77K
$405K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
110+ 3.12% |
$12.7K - $15.1K
|
3.64K
$532K
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
108+ 63.53% |
$12.4K - $14.8K
|
278
$40.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
108+ 5.3% |
$12.4K - $14.8K
|
2.14K
$314K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
106+ 17.67% |
$12.2K - $14.6K
|
706
$103K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
102+ 6.48% |
$11.7K - $14K
|
1.68K
$245K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
101+ 3.11% |
$11.6K - $13.9K
|
3.35K
$490K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
100New |
$11.5K - $13.7K
|
100
$14.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
100+ 1.59% |
$11.5K - $13.7K
|
6.38K
$934K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
100+ 0.71% |
$11.5K - $13.7K
|
14.2K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.17% |
$11.5K - $13.7K
|
58.3K
$8.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
98+ 2.01% |
$11.3K - $13.5K
|
4.97K
$726K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
97New |
$11.2K - $13.3K
|
97
$14.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
95+ 0.64% |
$10.9K - $13.1K
|
15K
$2.19M
|
|
|
Jan 25, 2022
Q4 2021
|
Exeter Financial, LLC
|
BUY
|
- |
94+ 0.63% |
$10.8K - $12.9K
|
15K
$2.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
94+ 0.47% |
$10.8K - $12.9K
|
19.9K
$2.92M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
91New |
$10.5K - $12.5K
|
91
$13.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
90New |
$10.4K - $12.4K
|
90
$13.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
88+ 67.18% |
$10.1K - $12.1K
|
219
$32K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
87+ 3.98% |
$10K - $12K
|
2.27K
$332K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
85+ 14.53% |
$9.78K - $11.7K
|
670
$98K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
84+ 0.41% |
$9.66K - $11.5K
|
20.4K
$2.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
84+ 10.29% |
$9.66K - $11.5K
|
900
$132K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
83New |
$9.55K - $11.4K
|
83
$12.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
83+ 0.3% |
$9.55K - $11.4K
|
28K
$4.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
81+ 3.85% |
$9.32K - $11.1K
|
2.18K
$319K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
81+ 58.27% |
$9.32K - $11.1K
|
220
$32.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
80+ 2.77% |
$9.2K - $11K
|
2.97K
$434K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
78New |
$8.97K - $10.7K
|
78
$11.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
74+ 2.9% |
$8.51K - $10.2K
|
2.63K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
72+ 0.5% |
$8.28K - $9.89K
|
14.5K
$2.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
71+ 2.57% |
$8.17K - $9.75K
|
2.83K
$414K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
67+ 136.73% |
$7.71K - $9.2K
|
116
$17K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
65+ 0.66% |
$7.48K - $8.93K
|
9.99K
$1.46M
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
62+ 1.01% |
$7.13K - $8.52K
|
6.22K
$910K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
62New |
$7.13K - $8.52K
|
62
$9.07K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
60New |
$6.9K - $8.24K
|
60
$8.78K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58+ 0.88% |
$6.67K - $7.97K
|
6.66K
$974K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
58+ 0.47% |
$6.67K - $7.97K
|
12.4K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 1.88% |
$6.56K - $7.83K
|
3.09K
$452K
|