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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 1.88% |
$6.56K - $7.83K
|
3.09K
$452K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55+ 37.16% |
$6.33K - $7.56K
|
203
$29.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
54+ 0.46% |
$6.21K - $7.42K
|
11.8K
$1.72M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
53+ 1.64% |
$6.1K - $7.28K
|
3.29K
$481K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
53+ 57.61% |
$6.1K - $7.28K
|
145
$21.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
53+ 0.63% |
$6.1K - $7.28K
|
8.48K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
51+ 1.05% |
$5.87K - $7.01K
|
4.93K
$721K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
50+ 7.07% |
$5.75K - $6.87K
|
757
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
50+ 2.37% |
$5.75K - $6.87K
|
2.16K
$316K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
46+ 0.42% |
$5.29K - $6.32K
|
10.9K
$1.59M
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
45+ 1.62% |
$5.18K - $6.18K
|
2.82K
$412K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
45+ 0.54% |
$5.18K - $6.18K
|
8.3K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
45+ 23.81% |
$5.18K - $6.18K
|
234
$34.2K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
44New |
$5.06K - $6.04K
|
44
$6.44K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
43+ 0.45% |
$4.95K - $5.91K
|
9.5K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
43+ 0.6% |
$4.95K - $5.91K
|
7.22K
$1.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
42New |
$4.83K - $5.77K
|
42
$6.14K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
41+ 1.39% |
$4.72K - $5.63K
|
3K
$439K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
38+ 59.38% |
$4.37K - $5.22K
|
102
$14.9K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
36New |
$4.14K - $4.95K
|
36
$5.27K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
34+ 0.2% |
$3.91K - $4.67K
|
16.9K
$2.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
34+ 0.11% |
$3.91K - $4.67K
|
32.4K
$4.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
33New |
$3.8K - $4.53K
|
33
$4.83K
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
33+ 0.08% |
$3.8K - $4.53K
|
43.5K
$6.36M
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
31+ 0.07% |
$3.57K - $4.26K
|
46.3K
$6.78M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.19% |
$3.45K - $4.12K
|
15.6K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
29+ 1.16% |
$3.34K - $3.98K
|
2.52K
$369K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29+ 0.14% |
$3.34K - $3.98K
|
20.7K
$3.02M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28New |
$3.22K - $3.85K
|
28
$4.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26+ 10.88% |
$2.99K - $3.57K
|
265
$38.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
25+ 0.71% |
$2.88K - $3.43K
|
3.55K
$519K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24+ 0.19% |
$2.76K - $3.3K
|
12.3K
$1.81M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
23New |
$2.65K - $3.16K
|
23
$3.36K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21+ 2.44% |
$2.42K - $2.88K
|
881
$129K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21New |
$2.42K - $2.88K
|
21
$3.07K
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
20+ 0.11% |
$2.3K - $2.75K
|
18K
$2.63M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
20+ 0.31% |
$2.3K - $2.75K
|
6.56K
$959K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
20New |
$2.3K - $2.75K
|
20
$2.93K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
19New |
$2.19K - $2.61K
|
19
$2.78K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
18+ 0.42% |
$2.07K - $2.47K
|
4.28K
$627K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
18+ 0.98% |
$2.07K - $2.47K
|
1.85K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
16+ 0.3% |
$1.84K - $2.2K
|
5.35K
$783K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.18% |
$1.84K - $2.2K
|
9K
$1.32M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 0.91% |
$1.73K - $2.06K
|
1.67K
$244K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
15+ 5.56% |
$1.73K - $2.06K
|
285
$41.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15+ 0.1% |
$1.73K - $2.06K
|
14.6K
$2.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.53% |
$1.38K - $1.65K
|
2.28K
$334K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
11+ 0.93% |
$1.27K - $1.51K
|
1.2K
$175K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11+ 0.38% |
$1.27K - $1.51K
|
2.93K
$429K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 30.3% |
$1.15K - $1.37K
|
43
$6.29K
|