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 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6+ 0.15% |
$649 - $756
|
4.07K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6+ 0.33% |
$649 - $756
|
1.84K
$275K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.36% |
$540 - $630
|
1.38K
$207K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
5+ 0.06% |
$540 - $630
|
8.88K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
5New |
$540 - $630
|
5
$747
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5+ 0.03% |
$540 - $630
|
19.5K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5+ 0.02% |
$540 - $630
|
28.3K
$4.23M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$540 - $630
|
5
$747
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.05% |
$432 - $504
|
7.58K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4+ 80.0% |
$432 - $504
|
9
$1.35K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 3.57% |
$432 - $504
|
116
$17.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
3+ 0.15% |
$324 - $378
|
2.06K
$308K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3+ 0.15% |
$324 - $378
|
2K
$299K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.8% |
$324 - $378
|
376
$56.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
3+ 0.13% |
$324 - $378
|
2.33K
$349K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 12.0% |
$324 - $378
|
28
$4.18K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2+ 0.6% |
$216 - $252
|
335
$50.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$216 - $252
|
1.46K
$218K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$216 - $252
|
4.09K
$611K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.02% |
$108 - $126
|
4.42K
$661K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.98% |
$108 - $126
|
103
$15.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.12% |
$108 - $126
|
828
$124K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
1+ 0.05% |
$108 - $126
|
1.86K
$278K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$108 - $126
|
308
$46K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$108 - $126
|
12.4K
$1.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.72% |
$108 - $126
|
140
$20.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1+ 0.03% |
$108 - $126
|
3.94K
$589K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.04% |
$108 - $126
|
2.39K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.08% |
$108 - $126
|
1.27K
$190K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1+ 0.03% |
$108 - $126
|
3.36K
$502K
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1- 0.04% |
$108 - $126
|
2.46K
$367K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-1- 1.85% |
$108 - $126
|
53
$7.92K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1- 0.04% |
$108 - $126
|
2.22K
$332K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-2- 0.11% |
$216 - $252
|
1.89K
$282K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 0.75% |
$216 - $252
|
265
$39.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 0.01% |
$216 - $252
|
16.2K
$2.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
SELL
|
- |
-5- 0.2% |
$540 - $630
|
2.47K
$369K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-6- 2.09% |
$649 - $756
|
281
$42K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 35.29% |
$649 - $756
|
11
$1.64K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-7- 0.28% |
$757 - $882
|
2.53K
$379K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-7- 0.18% |
$757 - $882
|
3.95K
$590K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-7- 0.02% |
$757 - $882
|
29.3K
$4.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 5.48% |
$865 - $1.01K
|
138
$20.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-8- 0.12% |
$865 - $1.01K
|
6.9K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Saratoga Research & Investment Management
|
SELL
|
- |
-8- 0.16% |
$865 - $1.01K
|
5.09K
$761K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-9- 1.12% |
$973 - $1.13K
|
794
$119K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9- 2.73% |
$973 - $1.13K
|
321
$48K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9- 0.28% |
$973 - $1.13K
|
3.18K
$475K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-9- 0.34% |
$973 - $1.13K
|
2.67K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-9- 0.47% |
$973 - $1.13K
|
1.91K
$285K
|