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 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
143+ 1.4% |
$15.6K - $18.4K
|
10.3K
$1.51M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
137+ 3.11% |
$14.9K - $17.6K
|
4.54K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
135+ 7.47% |
$14.7K - $17.4K
|
1.94K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
134New |
$14.6K - $17.3K
|
134
$19.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
134+ 2.21% |
$14.6K - $17.3K
|
6.19K
$905K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
132+ 3.45% |
$14.4K - $17K
|
3.95K
$578K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
130+ 1.32% |
$14.2K - $16.7K
|
10K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
128+ 1.72% |
$13.9K - $16.5K
|
7.58K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
123+ 112.84% |
$13.4K - $15.8K
|
232
$33.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
122+ 4.78% |
$13.3K - $15.7K
|
2.67K
$391K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
122New |
$13.3K - $15.7K
|
122
$17.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
118+ 0.82% |
$12.8K - $15.2K
|
14.6K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
118+ 0.39% |
$12.8K - $15.2K
|
30.3K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
118+ 1.05% |
$12.8K - $15.2K
|
11.4K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
115New |
$12.5K - $14.8K
|
115
$16.8K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
114+ 1.81% |
$12.4K - $14.7K
|
6.42K
$939K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
113+ 47.88% |
$12.3K - $14.6K
|
349
$51.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
110+ 157.14% |
$12K - $14.2K
|
180
$26.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
110+ 55.84% |
$12K - $14.2K
|
307
$44.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
110+ 1.14% |
$12K - $14.2K
|
9.79K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
109+ 0.07% |
$11.9K - $14K
|
167K
$24.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
107+ 1.73% |
$11.6K - $13.8K
|
6.28K
$919K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
106+ 1.98% |
$11.5K - $13.7K
|
5.46K
$798K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
104+ 1.52% |
$11.3K - $13.4K
|
6.93K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
100New |
$10.9K - $12.9K
|
100
$14.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
100+ 0.14% |
$10.9K - $12.9K
|
73.5K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
100+ 0.42% |
$10.9K - $12.9K
|
24K
$3.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
99+ 0.95% |
$10.8K - $12.8K
|
10.6K
$1.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
98+ 1.72% |
$10.7K - $12.6K
|
5.79K
$847K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
97+ 3.08% |
$10.6K - $12.5K
|
3.24K
$474K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
93+ 1.11% |
$10.1K - $12K
|
8.47K
$1.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
92+ 5.07% |
$10K - $11.8K
|
1.91K
$279K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
88+ 0.49% |
$9.58K - $11.3K
|
18.2K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
86New |
$9.36K - $11.1K
|
86
$12.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
85+ 4.55% |
$9.25K - $10.9K
|
1.95K
$286K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
82+ 24.7% |
$8.93K - $10.6K
|
414
$60.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
82+ 0.41% |
$8.93K - $10.6K
|
20K
$2.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
79+ 0.36% |
$8.6K - $10.2K
|
21.7K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
77+ 118.46% |
$8.38K - $9.92K
|
142
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
77+ 1.59% |
$8.38K - $9.92K
|
4.91K
$718K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
76+ 0.56% |
$8.27K - $9.79K
|
13.6K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
76+ 0.11% |
$8.27K - $9.79K
|
66.4K
$9.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
75+ 1.58% |
$8.16K - $9.66K
|
4.81K
$704K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
74+ 1.34% |
$8.06K - $9.53K
|
5.6K
$818K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
72+ 1.45% |
$7.84K - $9.27K
|
5.02K
$735K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
72+ 0.69% |
$7.84K - $9.27K
|
10.6K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
72+ 26.97% |
$7.84K - $9.27K
|
339
$49.6K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
71+ 0.05% |
$7.73K - $9.14K
|
146K
$21.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
71New |
$7.73K - $9.14K
|
71
$10.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.46% |
$7.62K - $9.02K
|
15.3K
$2.24M
|