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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
109+ 0.71% |
$11.8K - $13.7K
|
15.6K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
106+ 4.55% |
$11.5K - $13.4K
|
2.44K
$364K
|
|
|
Jan 10, 2023
Q4 2022
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
100+ 1.15% |
$10.8K - $12.6K
|
8.81K
$1.32M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
100+ 3.73% |
$10.8K - $12.6K
|
2.78K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
99+ 353.57% |
$10.7K - $12.5K
|
127
$19K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
98New |
$10.6K - $12.3K
|
98
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
97+ 3.37% |
$10.5K - $12.2K
|
2.98K
$445K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
97+ 8.63% |
$10.5K - $12.2K
|
1.22K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
95+ 0.68% |
$10.3K - $12K
|
14.1K
$2.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
93+ 0.7% |
$10.1K - $11.7K
|
13.4K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
93+ 1.14% |
$10.1K - $11.7K
|
8.28K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
89+ 0.56% |
$9.62K - $11.2K
|
15.9K
$2.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
86+ 2.71% |
$9.3K - $10.8K
|
3.26K
$488K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
82+ 1.34% |
$8.86K - $10.3K
|
6.19K
$925K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
81+ 0.29% |
$8.76K - $10.2K
|
28.4K
$4.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
80+ 46.78% |
$8.65K - $10.1K
|
251
$37.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
76+ 2.38% |
$8.21K - $9.57K
|
3.27K
$489K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
76+ 3.84% |
$8.21K - $9.57K
|
2.05K
$307K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75+ 340.91% |
$8.11K - $9.45K
|
97
$14.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
75+ 2.42% |
$8.11K - $9.45K
|
3.17K
$474K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
74+ 1.05% |
$8K - $9.32K
|
7.09K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
74+ 0.26% |
$8K - $9.32K
|
29K
$4.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
73+ 2.8% |
$7.89K - $9.2K
|
2.68K
$400K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
71+ 0.17% |
$7.67K - $8.94K
|
41.8K
$6.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
71+ 0.5% |
$7.67K - $8.94K
|
14.2K
$2.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
70New |
$7.57K - $8.82K
|
70
$10.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
66+ 0.33% |
$7.13K - $8.31K
|
19.8K
$2.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
66+ 0.39% |
$7.13K - $8.31K
|
17K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
66New |
$7.13K - $8.31K
|
66
$9.86K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
65+ 3.09% |
$7.03K - $8.19K
|
2.17K
$324K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
61+ 1.55% |
$6.59K - $7.68K
|
3.98K
$595K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
61New |
$6.59K - $7.68K
|
61
$9.12K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
61New |
$6.59K - $7.68K
|
61
$9.12K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
60+ 1.42% |
$6.49K - $7.56K
|
4.28K
$639K
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
60+ 0.05% |
$6.49K - $7.56K
|
111K
$16.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59+ 3.86% |
$6.38K - $7.43K
|
1.59K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
59+ 0.78% |
$6.38K - $7.43K
|
7.62K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 0.63% |
$6.27K - $7.31K
|
9.22K
$1.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
57+ 1.96% |
$6.16K - $7.18K
|
2.96K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
56New |
$6.05K - $7.05K
|
56
$8.37K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55New |
$5.94K - $6.93K
|
55
$8.22K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
54+ 0.13% |
$5.84K - $6.8K
|
41.4K
$6.18M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
52+ 0.93% |
$5.62K - $6.55K
|
5.65K
$844K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
52+ 0.78% |
$5.62K - $6.55K
|
6.69K
$1M
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
51+ 0.06% |
$5.51K - $6.42K
|
84.9K
$12.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Albert D Mason Inc
|
BUY
|
- |
50+ 0.28% |
$5.4K - $6.3K
|
17.8K
$2.66M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
50+ 1.02% |
$5.4K - $6.3K
|
4.94K
$738K
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
50+ 0.87% |
$5.4K - $6.3K
|
5.81K
$868K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
49+ 2.82% |
$5.3K - $6.17K
|
1.79K
$267K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
49New |
$5.3K - $6.17K
|
49
$7.32K
|