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 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
210+ 3.18% |
$22.7K - $26.5K
|
6.82K
$1.02M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
207+ 4.56% |
$22.4K - $26.1K
|
4.75K
$709K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
204+ 3.6% |
$22.1K - $25.7K
|
5.87K
$877K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
204+ 1.09% |
$22.1K - $25.7K
|
19K
$2.83M
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
204New |
$22.1K - $25.7K
|
204
$30.5K
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
202+ 5.94% |
$21.8K - $25.4K
|
3.61K
$539K
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
201+ 11.21% |
$21.7K - $25.3K
|
1.99K
$298K
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
201+ 0.34% |
$21.7K - $25.3K
|
59.4K
$8.88M
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
200+ 0.86% |
$21.6K - $25.2K
|
23.6K
$3.52M
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
200+ 2.02% |
$21.6K - $25.2K
|
10.1K
$1.51M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
199+ 7.31% |
$21.5K - $25.1K
|
2.92K
$436K
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
197+ 0.61% |
$21.3K - $24.8K
|
32.3K
$4.82M
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
197+ 6.04% |
$21.3K - $24.8K
|
3.46K
$517K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
187+ 10.03% |
$20.2K - $23.6K
|
2.05K
$307K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
182+ 2.99% |
$19.7K - $22.9K
|
6.28K
$938K
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
182+ 21.21% |
$19.7K - $22.9K
|
1.04K
$155K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
177New |
$19.1K - $22.3K
|
177
$26.5K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
169+ 260.0% |
$18.3K - $21.3K
|
234
$35K
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
168+ 5.45% |
$18.2K - $21.2K
|
3.25K
$485K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
168+ 5.89% |
$18.2K - $21.2K
|
3.02K
$452K
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
167+ 8.05% |
$18.1K - $21K
|
2.24K
$335K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
162New |
$17.5K - $20.4K
|
162
$24.2K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
161+ 2.94% |
$17.4K - $20.3K
|
5.64K
$843K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
158+ 3.4% |
$17.1K - $19.9K
|
4.8K
$718K
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
157+ 2.4% |
$17K - $19.8K
|
6.7K
$1M
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
157+ 0.9% |
$17K - $19.8K
|
17.6K
$2.63M
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
157+ 0.39% |
$17K - $19.8K
|
40.9K
$6.11M
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
151+ 6.88% |
$16.3K - $19K
|
2.35K
$350K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
150+ 0.2% |
$16.2K - $18.9K
|
73.8K
$11M
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
150+ 0.27% |
$16.2K - $18.9K
|
55.1K
$8.23M
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
149+ 0.68% |
$16.1K - $18.8K
|
22.1K
$3.3M
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
139New |
$15K - $17.5K
|
139
$20.8K
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
138+ 5.97% |
$14.9K - $17.4K
|
2.45K
$366K
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
135+ 3.43% |
$14.6K - $17K
|
4.07K
$608K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
134+ 5.4% |
$14.5K - $16.9K
|
2.62K
$391K
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
126+ 2.92% |
$13.6K - $15.9K
|
4.44K
$663K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
126+ 1.93% |
$13.6K - $15.9K
|
6.65K
$993K
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
125+ 0.5% |
$13.5K - $15.7K
|
25.3K
$3.77M
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
125+ 4.46% |
$13.5K - $15.7K
|
2.93K
$438K
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
121+ 2.72% |
$13.1K - $15.2K
|
4.57K
$683K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
119+ 117.82% |
$12.9K - $15K
|
220
$32.9K
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
117+ 2.36% |
$12.6K - $14.7K
|
5.09K
$760K
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
117+ 2.4% |
$12.6K - $14.7K
|
4.98K
$745K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
117+ 1.7% |
$12.6K - $14.7K
|
7.01K
$1.05M
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
113+ 0.7% |
$12.2K - $14.2K
|
16.2K
$2.42M
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
112+ 1.56% |
$12.1K - $14.1K
|
7.29K
$1.09M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
112+ 0.56% |
$12.1K - $14.1K
|
20.1K
$3.01M
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
111+ 0.07% |
$12K - $14K
|
166K
$24.8M
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
110+ 0.44% |
$11.9K - $13.9K
|
25.2K
$3.76M
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
109+ 0.24% |
$11.8K - $13.7K
|
45.4K
$6.78M
|