Purchases and Sales Made in Q4 2023 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q4 2023. 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 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
288+ 13.05% |
$31.4K - $37.1K
|
2.5K
$357K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
282+ 39.89% |
$30.7K - $36.3K
|
989
$141K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
279+ 5.83% |
$30.4K - $35.9K
|
5.06K
$724K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
262+ 3.74% |
$28.5K - $33.7K
|
7.28K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
257+ 14.03% |
$28K - $33.1K
|
2.09K
$299K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
256+ 14.54% |
$27.9K - $33K
|
2.02K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
253+ 3.18% |
$27.5K - $32.6K
|
8.21K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
246+ 2.58% |
$26.8K - $31.7K
|
9.79K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
243+ 4.2% |
$26.5K - $31.3K
|
6.03K
$862K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
242+ 1.99% |
$26.3K - $31.2K
|
12.4K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
240+ 53.33% |
$26.1K - $30.9K
|
690
$98.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
239+ 0.59% |
$26K - $30.8K
|
40.7K
$5.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
238+ 2.32% |
$25.9K - $30.7K
|
10.5K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
234+ 0.05% |
$25.5K - $30.1K
|
427K
$61.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
233+ 89.27% |
$25.4K - $30K
|
494
$70.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
231+ 4.78% |
$25.1K - $29.8K
|
5.06K
$724K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
230+ 1.23% |
$25K - $29.6K
|
18.9K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
229+ 3.87% |
$24.9K - $29.5K
|
6.14K
$878K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
225+ 11.82% |
$24.5K - $29K
|
2.13K
$304K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
224+ 0.4% |
$24.4K - $28.8K
|
56.3K
$8.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
224+ 4.08% |
$24.4K - $28.8K
|
5.72K
$818K
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
224+ 8.15% |
$24.4K - $28.8K
|
2.97K
$425K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
222+ 5.03% |
$24.2K - $28.6K
|
4.64K
$663K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
214+ 0.92% |
$23.3K - $27.6K
|
23.5K
$3.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
214+ 7.5% |
$23.3K - $27.6K
|
3.07K
$438K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
209+ 6.04% |
$22.8K - $26.9K
|
3.67K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
205+ 0.59% |
$22.3K - $26.4K
|
35.2K
$5.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
204+ 9.56% |
$22.2K - $26.3K
|
2.34K
$334K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
202+ 2.93% |
$22K - $26K
|
7.09K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
201New |
$21.9K - $25.9K
|
201
$28.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
200+ 10.0% |
$21.8K - $25.8K
|
2.2K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.36% |
$21.8K - $25.8K
|
55.7K
$7.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
195+ 45.45% |
$21.2K - $25.1K
|
624
$89.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
191+ 1.81% |
$20.8K - $24.6K
|
10.7K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
191+ 3.43% |
$20.8K - $24.6K
|
5.76K
$823K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
181New |
$19.7K - $23.3K
|
181
$25.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
165+ 8.31% |
$18K - $21.3K
|
2.15K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
165+ 0.71% |
$18K - $21.3K
|
23.5K
$3.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
165+ 3.68% |
$18K - $21.3K
|
4.64K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
162+ 6.61% |
$17.6K - $20.9K
|
2.61K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
156+ 0.43% |
$17K - $20.1K
|
36.1K
$5.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
153+ 0.73% |
$16.7K - $19.7K
|
21.1K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
153+ 1.99% |
$16.7K - $19.7K
|
7.83K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
151+ 6.64% |
$16.4K - $19.4K
|
2.43K
$347K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
150+ 0.42% |
$16.3K - $19.3K
|
36K
$5.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
150+ 3.61% |
$16.3K - $19.3K
|
4.3K
$615K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
150New |
$16.3K - $19.3K
|
150
$21.5K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
150+ 0.95% |
$16.3K - $19.3K
|
15.9K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
148+ 5.61% |
$16.1K - $19.1K
|
2.79K
$398K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
147New |
$16K - $18.9K
|
147
$21K
|