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
|
Duncker Streett & CO Inc
|
BUY
|
- |
10+ 0.27% |
$1.15K - $1.37K
|
3.77K
$551K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
10New |
$1.15K - $1.37K
|
10
$1.46K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$1.15K - $1.37K
|
4.01K
$587K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$1.15K - $1.37K
|
10
$1.46K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$1.15K - $1.37K
|
10
$1.46K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10+ 0.52% |
$1.15K - $1.37K
|
1.95K
$285K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9+ 0.18% |
$1.04K - $1.24K
|
4.94K
$723K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
8+ 0.39% |
$920 - $1.1K
|
2.04K
$299K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
8+ 0.12% |
$920 - $1.1K
|
6.83K
$999K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
8New |
$920 - $1.1K
|
8
$1.17K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
8+ 0.56% |
$920 - $1.1K
|
1.44K
$210K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
7+ 0.13% |
$805 - $962
|
5.25K
$767K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 6.0% |
$690 - $824
|
106
$15.5K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 0.56% |
$690 - $824
|
1.07K
$157K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.36% |
$575 - $687
|
1.4K
$205K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5+ 0.13% |
$575 - $687
|
3.79K
$555K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.29% |
$460 - $550
|
1.37K
$200K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.3% |
$460 - $550
|
1.35K
$198K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4+ 0.1% |
$460 - $550
|
4.13K
$604K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.12% |
$460 - $550
|
3.41K
$499K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3+ 0.15% |
$345 - $412
|
1.97K
$288K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3+ 0.06% |
$345 - $412
|
4.95K
$724K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.16% |
$345 - $412
|
1.93K
$282K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
2+ 0.1% |
$230 - $275
|
2.09K
$306K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2+ 0.1% |
$230 - $275
|
1.95K
$285K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2+ 0.04% |
$230 - $275
|
4.54K
$664K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2+ 0.1% |
$230 - $275
|
2K
$293K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.03% |
$115 - $137
|
3.22K
$471K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$115 - $137
|
302
$44.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.0% |
$115 - $137
|
101
$14.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$115 - $137
|
50.6K
$7.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1New |
$115 - $137
|
1
$146
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$115 - $137
|
2.54K
$371K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$115 - $137
|
3.02K
$442K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.87% |
$115 - $137
|
116
$17K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1+ 0.04% |
$115 - $137
|
2.28K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1New |
$115 - $137
|
1
$146
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.05% |
$115 - $137
|
2.08K
$304K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.27% |
$115 - $137
|
367
$53.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.04% |
$115 - $137
|
2.38K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.03% |
$115 - $137
|
2.88K
$421K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-2- 0.41% |
$230 - $275
|
484
$70.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-2- 2.17% |
$230 - $275
|
90
$13.2K
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-3- 0.18% |
$345 - $412
|
1.64K
$241K
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.1% |
$345 - $412
|
3.09K
$453K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4- 0.06% |
$460 - $550
|
6.45K
$943K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
SELL
|
- |
-4- 0.05% |
$460 - $550
|
7.35K
$1.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 0.79% |
$460 - $550
|
504
$73.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-5- 0.62% |
$575 - $687
|
806
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5- 0.26% |
$575 - $687
|
1.89K
$276K
|