Purchases and Sales Made in Q4 2022 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
335+ 10.42% |
$36.2K - $42.2K
|
3.55K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
333+ 8.81% |
$36K - $42K
|
4.11K
$615K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
330+ 0.7% |
$35.7K - $41.6K
|
47.4K
$7.09M
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
327+ 4.37% |
$35.3K - $41.2K
|
7.81K
$1.17M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
325+ 0.89% |
$35.1K - $40.9K
|
36.8K
$5.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
320+ 0.86% |
$34.6K - $40.3K
|
37.5K
$5.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
320+ 0.94% |
$34.6K - $40.3K
|
34.2K
$5.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
320+ 11.72% |
$34.6K - $40.3K
|
3.05K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
320New |
$34.6K - $40.3K
|
320
$47.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
BUY
|
- |
319+ 2.55% |
$34.5K - $40.2K
|
12.8K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
317+ 0.9% |
$34.3K - $39.9K
|
35.7K
$5.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
313+ 9.94% |
$33.8K - $39.4K
|
3.46K
$517K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
311+ 2.05% |
$33.6K - $39.2K
|
15.5K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
310+ 3.54% |
$33.5K - $39.1K
|
9.07K
$1.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
301+ 0.98% |
$32.5K - $37.9K
|
31.1K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
300+ 1.24% |
$32.4K - $37.8K
|
24.4K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
297+ 2.74% |
$32.1K - $37.4K
|
11.1K
$1.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
294+ 9.55% |
$31.8K - $37K
|
3.37K
$504K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
287+ 40.54% |
$31K - $36.2K
|
995
$149K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
287+ 6.09% |
$31K - $36.2K
|
5K
$747K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
281+ 1.75% |
$30.4K - $35.4K
|
16.3K
$2.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
278+ 2.77% |
$30K - $35K
|
10.3K
$1.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
277+ 0.16% |
$29.9K - $34.9K
|
172K
$25.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
275+ 48.33% |
$29.7K - $34.6K
|
844
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
272+ 5.19% |
$29.4K - $34.3K
|
5.51K
$823K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
269+ 0.35% |
$29.1K - $33.9K
|
77.8K
$11.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
269+ 81.27% |
$29.1K - $33.9K
|
600
$89.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
268+ 2.78% |
$29K - $33.8K
|
9.89K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
266+ 6.03% |
$28.8K - $33.5K
|
4.68K
$699K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
263+ 0.73% |
$28.4K - $33.1K
|
36.5K
$5.45M
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
256+ 1.84% |
$27.7K - $32.3K
|
14.2K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
253+ 1.53% |
$27.3K - $31.9K
|
16.8K
$2.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
250New |
$27K - $31.5K
|
250
$37.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
250+ 0.55% |
$27K - $31.5K
|
45.6K
$6.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
246+ 2.24% |
$26.6K - $31K
|
11.2K
$1.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
244New |
$26.4K - $30.7K
|
244
$36.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
240+ 7.81% |
$25.9K - $30.2K
|
3.31K
$495K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
239+ 8.21% |
$25.8K - $30.1K
|
3.15K
$471K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
239+ 1.79% |
$25.8K - $30.1K
|
13.6K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
238+ 7.41% |
$25.7K - $30K
|
3.45K
$516K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
237+ 2.49% |
$25.6K - $29.9K
|
9.75K
$1.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
236+ 7.92% |
$25.5K - $29.7K
|
3.22K
$481K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
226+ 7.68% |
$24.4K - $28.5K
|
3.17K
$474K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
220New |
$23.8K - $27.7K
|
220
$32.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
217+ 4.11% |
$23.5K - $27.3K
|
5.5K
$822K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
217+ 4.65% |
$23.5K - $27.3K
|
4.89K
$731K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
217+ 4.28% |
$23.5K - $27.3K
|
5.28K
$789K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
213+ 0.69% |
$23K - $26.8K
|
30.9K
$4.62M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
212+ 18.18% |
$22.9K - $26.7K
|
1.38K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
211+ 9.76% |
$22.8K - $26.6K
|
2.37K
$355K
|