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 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
71New |
$7.73K - $9.14K
|
71
$10.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.46% |
$7.62K - $9.02K
|
15.3K
$2.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
70+ 0.39% |
$7.62K - $9.02K
|
18.2K
$2.61M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
70+ 3.13% |
$7.62K - $9.02K
|
2.31K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
69+ 0.73% |
$7.51K - $8.89K
|
9.5K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
68+ 0.47% |
$7.4K - $8.76K
|
14.5K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
67+ 9.45% |
$7.29K - $8.63K
|
776
$111K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65+ 2.35% |
$7.08K - $8.37K
|
2.83K
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
65+ 2.02% |
$7.08K - $8.37K
|
3.28K
$469K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
63+ 2.34% |
$6.86K - $8.11K
|
2.76K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
63+ 1.74% |
$6.86K - $8.11K
|
3.69K
$527K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
62+ 10.62% |
$6.75K - $7.98K
|
646
$92.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
60+ 3.19% |
$6.53K - $7.73K
|
1.94K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
59New |
$6.42K - $7.6K
|
59
$8.44K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
58New |
$6.31K - $7.47K
|
58
$8.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
58+ 2.79% |
$6.31K - $7.47K
|
2.14K
$306K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
54+ 21.6% |
$5.88K - $6.95K
|
304
$43.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
53+ 2.32% |
$5.77K - $6.83K
|
2.33K
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
50+ 0.45% |
$5.44K - $6.44K
|
11K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
49+ 13.73% |
$5.33K - $6.31K
|
406
$58.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
47+ 0.46% |
$5.12K - $6.05K
|
10.2K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
46+ 2.02% |
$5.01K - $5.92K
|
2.32K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
45+ 1.25% |
$4.9K - $5.8K
|
3.65K
$522K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
43+ 0.18% |
$4.68K - $5.54K
|
23.9K
$3.41M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
43New |
$4.68K - $5.54K
|
43
$6.15K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
41+ 2.26% |
$4.46K - $5.28K
|
1.86K
$266K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
41New |
$4.46K - $5.28K
|
41
$5.86K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
40+ 0.24% |
$4.35K - $5.15K
|
16.7K
$2.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40+ 9.95% |
$4.35K - $5.15K
|
442
$63.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
40New |
$4.35K - $5.15K
|
40
$5.72K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 8.83% |
$4.35K - $5.15K
|
493
$70.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
39+ 0.5% |
$4.25K - $5.02K
|
7.77K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 2.37% |
$4.14K - $4.89K
|
1.64K
$234K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
36+ 0.37% |
$3.92K - $4.64K
|
9.85K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
35+ 0.27% |
$3.81K - $4.51K
|
13.1K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
35+ 1.93% |
$3.81K - $4.51K
|
1.85K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
33+ 0.32% |
$3.59K - $4.25K
|
10.5K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
33+ 0.73% |
$3.59K - $4.25K
|
4.55K
$651K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
31+ 0.77% |
$3.37K - $3.99K
|
4.08K
$583K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
31+ 0.91% |
$3.37K - $3.99K
|
3.45K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
31New |
$3.37K - $3.99K
|
31
$4.43K
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
30+ 0.96% |
$3.27K - $3.86K
|
3.17K
$453K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
29+ 1.64% |
$3.16K - $3.73K
|
1.8K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
29+ 725.0% |
$3.16K - $3.73K
|
33
$4.72K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
29+ 1.26% |
$3.16K - $3.73K
|
2.34K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
28+ 1.29% |
$3.05K - $3.61K
|
2.21K
$315K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
26+ 0.53% |
$2.83K - $3.35K
|
4.96K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
26+ 0.63% |
$2.83K - $3.35K
|
4.13K
$591K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25New |
$2.72K - $3.22K
|
25
$3.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
25New |
$2.72K - $3.22K
|
25
$3.58K
|